Other · DOL Form 5500 · 2024
Miss Porters School, Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 198
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $292,058
- Avg per participant High balance/head
Official DOL plan name: Miss Porter's School 403(b) Retirement Plan · Sponsored by Miss Porters School, Inc. · Connecticut · Educational Services
$58M in assets, 198 participants
Miss Porters School, Inc.'s Miss Porter's School 403(b) Retirement Plan reported $58M in total assets and 198 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.
- #2,708 in Educational Services (3,638 peers)
Coverage in Connecticut
Miss Porter's School 403(b) Retirement Plan covers 198 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $58M.
- #2,708
- in Educational Services (3,638 peers)
- +7.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Miss Porter's School 403(b) Retirement Plan's outsized position by total assets
Miss Porter's School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,827,420 Top 14% higher than 86% 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
Miss Porter's 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. Miss Porter's School 403(b) Retirement Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Miss Porter's School 403(b) Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Miss Porter's School 403(b) Retirement Plan reported participants rose from 181 in the plan year 2023 filing to 198 in the plan year 2024 filing.
- Miss Porter's School 403(b) Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060646786 · Miss Porters School, Inc. PY 2024 · Other
Miss Porter's School 403(b) Retirement Plan · $58M · 198 · 86th
- EBSA $58M
- EBSA 198
- EBSA 86th
- EBSA Other
- EBSA near Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan
- EBSA ind #2708
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 →
Miss Porter's School 403(b) Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $4M |
| Employer EIN | 060646786 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miss Porters School, Inc.)
Sponsor-wide plan assets over time
All Miss Porters School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 25.78045873916724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $46M |
| 2023 | 1 | 181 | $54M |
| 2024 | 1 | 198 | $58M |
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
Miss Porter's School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan in WI ($58M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan (WI) $58M · 286
- Donor Network West Retirement Plan (CA) $58M · 445
- Yai Network Affiliates 403(b) Plan (NY) $58M · 3,936
- Seven Hills Foundation Retirement Plan (MA) $58M · 1,155
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Palmer Trinity School 403(b) DC Plan (FL) 198 · 0 off
- Friends Academy Defined Contribution Retirement Plan (NY) 198 · 0 off
- Sobro 403(b) Retirement Plan (NY) 198 · 0 off
- Cheekwood 403(b) Plan (TN) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.