Other · DOL Form 5500 · 2024

New Canaan Country School, Inc. Retirement Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
161
Participants Small participant base
86th
Percentile by assets National rank
$385,932
Avg per participant High balance/head
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Official DOL plan name: New Canaan Country School DC Retirement Plan · Sponsored by New Canaan Country School, Inc. · Connecticut · Educational Services

$62M in assets, 161 participants

New Canaan Country School, Inc.'s New Canaan Country School DC Retirement Plan reported $62M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,753 in Educational Services (3,638 peers)

Coverage in Connecticut

New Canaan Country School DC Retirement Plan covers 161 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $62M.

#2,753
in Educational Services (3,638 peers)
+9.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

New Canaan Country School DC Retirement Plan's outsized position by total assets

New Canaan Country School DC Retirement Plan vs every filed plan by assets

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

$62,135,114 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 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

New Canaan Country School DC 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. New Canaan Country School DC Retirement Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Canaan Country School DC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • New Canaan Country School DC Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • New Canaan Country School DC Retirement Plan reported participants rose from 159 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060646765 · New Canaan Country School, Inc. PY 2024 · Other

New Canaan Country School DC Retirement Plan · $62M · 161 · 86th

  • EIN $62M
  • RANK 161
  • PHOTO 86th
  • IND Other
  • EOY near Prairie Lakes Healthcare System 403(b) Plan
  • 5500 ind #2753

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 →

New Canaan Country School DC Retirement Plan in the asset neighbourhood

Burke Rehabilitation Hospital 403(b) PlanBurke Rehabilitation Hospita…$62MNew Canaan Country School DC Retirement PlanNew Canaan Country School DC…$62MPrairie Lakes Healthcare System 403(b) PlanPrairie Lakes Healthcare Sys…$62MThe Park School Annuity Plan$62MPrinceton University Press DC Retirement PlanPrinceton University Press D…$62M
End-of-year total assets ($M) among New Canaan Country School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$62M
Net Income$6M
Employer EIN060646765
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Canaan Country School, Inc.)

Sponsor-wide plan assets over time

All New Canaan Country School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.46255326132189% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $62.1M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 153 $50M
2023 1 159 $57M
2024 1 161 $62M

Nearby Other Plans in Connecticut

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

New Canaan Country School DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants New Canaan Country School DC Retirement Plan, Total assets ($B): 0.062135114 · Participants: 161New Canaan Country School DC Retirement PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
New Canaan Country School DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants

New Canaan Country School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Prairie Lakes Healthcare System 403(b) Plan in SD ($62M); by covered participants it is Compass Tax Deferred Annuity Plan in MA (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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.

Frequently Asked Questions

How did New Canaan Country School DC Retirement Plan assets move in 2024? ▼
New Canaan Country School DC Retirement Plan grew at a solid clip - up 9.8% during 2024, from $57M to $62M. Reported net income was $6M.
How have New Canaan Country School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Canaan Country School, Inc.'s sponsor-wide assets grew 23.5%, from $50M to $62M.
Where does New Canaan Country School DC Retirement Plan rank by assets among Form 5500 filers? ▼
New Canaan Country School DC Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to New Canaan Country School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Prairie Lakes Healthcare System 403(b) Plan in SD ($62M, 780 participants).
Which Other plans cover a similar participant headcount to New Canaan Country School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Compass Tax Deferred Annuity Plan in MA (161 participants, $8M in assets).