Other · DOL Form 5500 · 2024
Pomfret School Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 168
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $287,562
- Avg per participant High balance/head
Official DOL plan name: Pomfret School 403(b) Retirement Plan · Sponsored by Pomfret School · Connecticut · Educational Services
$48M in assets, 168 participants
Pomfret School's Pomfret School 403(b) Retirement Plan reported $48M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,598 in Educational Services (3,638 peers)
Coverage in Connecticut
Pomfret School 403(b) Retirement Plan covers 168 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $48M.
- #2,598
- in Educational Services (3,638 peers)
- +10.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Pomfret School 403(b) Retirement Plan's outsized position by total assets
Pomfret School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,310,334 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pomfret School 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pomfret School 403(b) Retirement Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pomfret School 403(b) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Pomfret School 403(b) Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Pomfret School 403(b) Retirement Plan reported participants rose from 160 in the plan year 2023 filing to 168 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060646784 · Pomfret School PY 2024 · Other
Pomfret School 403(b) Retirement Plan · $48M · 168 · 84th
- VS-ST $48M
- VS-ST 168
- VS-ST 84th
- VS-ST Other
- VS-ST near The Boys' Latin School Retirement Plan
- VS-ST ind #2598
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Connecticut →
Pomfret School 403(b) Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $5M |
| Employer EIN | 060646784 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pomfret School)
Sponsor-wide plan assets over time
All Pomfret School plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 28.33543372348169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $38M |
| 2023 | 1 | 160 | $44M |
| 2024 | 1 | 168 | $48M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Pomfret School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is The Boys' Latin School Retirement Plan in MD ($48M); by covered participants it is Easter Seals Southern Georgia 403b) Retirement in GA (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- The Boys' Latin School Retirement Plan (MD) $48M · 140
- Norwood School Defined Contribution Retirement Plan (MD) $48M · 125
- Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan (MA) $49M · 172
- Association of Delaware Valley Independent Schools Multiple Employer Plan (PA) $48M · 313
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.