Other · DOL Form 5500 · 2024

The Chapin School Ltd. Retirement Plan

Data updated 2026-08-11

$108M
Total assets
241
Participants
91st
Percentile by assets
$446,910
Avg per participant
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Official DOL plan name: The Chapin School Retirement and Savings Plan · Sponsored by The Chapin School Ltd. · New York · Educational Services

$108M in assets, 241 participants

The Chapin School Ltd.'s The Chapin School Retirement and Savings Plan reported $108M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 91st percentile by assets (of 123,622 plans)
  • #3,065 in Educational Services (3,638 peers)

Coverage in New York

The Chapin School Retirement and Savings Plan covers 241 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $108M.

$108M
total plan assets (2024 EOY)
241
covered participants
91st
percentile by assets (of 123,622 plans)
$446,910
avg assets per participant

Where The Chapin School Retirement and Savings Plan sits by total assets

The Chapin School Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$107,705,350 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Chapin School Retirement and Savings Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Chapin School Retirement and Savings Plan end-of-year assets rose from $97M in the plan year 2023 filing to $108M in the plan year 2024 filing.
  • The Chapin School Retirement and Savings Plan reported participants rose from 235 in the plan year 2023 filing to 241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Chapin School Retirement and Savings Plan reports 241 participants - about 30% of that state average ($108M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$108M
Net Income$11M
Employer EIN131635257
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chapin School Ltd.)

$80M$90M$100M$110M$120M 202220232024 $83.8M $108M ▲ +28.6%
Total plan assets by year, all The Chapin School Ltd. plans on file
Year Plans Participants Total Assets
2022 1 220 $84M
2023 1 235 $97M
2024 1 241 $108M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Chapin School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Chapin School Re…, Total assets ($B): 0.10770535 · Participants: 241The Chapin School Re…Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
The Chapin School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Chapin School Retirement and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Chapin School Retirement and Savings Plan assets move in 2024?
The Chapin School Retirement and Savings Plan grew at a solid clip - up 11.5% during 2024, from $97M to $108M. Reported net income was $11M.
How have The Chapin School Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Chapin School Ltd.'s sponsor-wide assets grew 28.6%, from $84M to $108M.
Where does The Chapin School Retirement and Savings Plan rank by assets among Form 5500 filers?
The Chapin School Retirement and Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Chapin School Retirement and Savings Plan?
Among Other plans in other states, the closest by assets is Rider University Tax Deferred Annuity Plan in NJ ($108M, 754 participants).

Next read for The Chapin School Retirement and Savings…

Filing takeaways

Ways to act on The Chapin School Retirement and Savings Plan's numbers.