Other · DOL Form 5500 · 2024
Miss Porters School, Inc. Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 198
- Participants
- 86th
- Percentile by assets
- $292,058
- Avg per participant
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.
- 86th percentile by assets (of 123,622 plans)
- #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.
- $58M
- total plan assets (2024 EOY)
- 198
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $292,058
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Miss Porter's School 403(b) Retirement Plan reports 198 participants - about 28% of that state average ($58M EOY assets).
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.)
| 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.
Miss Porter's School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Miss Porter's School 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Miss Porter's School 403(b) Retirement Plan assets move in 2024? ▼
How have Miss Porters School, Inc. plan assets changed over time? ▼
Where does Miss Porter's School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Miss Porter's School 403(b) Retirement Plan's numbers.
- By total assets, Miss Porter's School 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Miss Porters School, Inc.'s sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Educational Services plans