Other · DOL Form 5500 · 2024
Horace Mann School Retirement Plan
Data updated 2026-08-25
- $252M
- Total assets Near avg plan size
- 397
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $635,349
- Avg per participant High balance/head
Official DOL plan name: Horace Mann School Retirement and Savings Plan · Sponsored by Horace Mann School · New York · Educational Services
$252M in assets, 397 participants
Horace Mann School's Horace Mann School Retirement and Savings Plan reported $252M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,352 in Educational Services (3,638 peers)
Coverage in New York
Horace Mann School Retirement and Savings Plan covers 397 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $252M.
- #3,352
- in Educational Services (3,638 peers)
- +10.1%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Horace Mann School Retirement and Savings Plan's outsized position by total assets
Horace Mann School Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$252,233,475 Top 5% higher than 95% 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
Horace Mann School Retirement and Savings 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. Horace Mann School Retirement and Savings Plan sits mid-pack in the medium band (397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Horace Mann School Retirement and Savings Plan end-of-year assets rose from $229M in the plan year 2023 filing to $252M in the plan year 2024 filing.
- Horace Mann School Retirement and Savings Plan reported net income fell from $26M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131740455 · Horace Mann School PY 2024 · Other
Horace Mann School Retirement and Savings Plan · $252M · 397 · 95th
- PCT $252M
- EIN 397
- RANK 95th
- PHOTO Other
- IND near Ohio Northern University Defined Contribution Retirement Plan
- EOY ind #3352
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 New York →
Horace Mann School Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $252M |
| Net Income | $23M |
| Employer EIN | 131740455 |
| Plan Effective Date | 1945-06-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horace Mann School)
Sponsor-wide plan assets over time
All Horace Mann School plans reported in each filing year
- Latest sponsor-wide plan assets
- $252M 24.051581966377718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 392 | $203M |
| 2023 | 1 | 397 | $229M |
| 2024 | 1 | 397 | $252M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Horace Mann School Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Ohio Northern University Defined Contribution Retirement Plan in OH ($253M); by covered participants it is Cope Retirement 403(b) Plan in AZ (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($252M here).
- Ohio Northern University Defined Contribution Retirement Plan (OH) $253M · 507
- Depauw University Retirement Plan (IN) $252M · 700
- University Health Physicians 403(b) Retirement Plan (MO) $254M · 371
- Reed College Retirement Plan (OR) $255M · 724
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Cope Retirement 403(b) Plan (AZ) 397 · 0 off
- Eckerd College Defined Contribution Retirement Plan (FL) 397 · 0 off
- Palmer College of Chiropractic 403(b) Plan (IA) 396 · 1 off
- Milton Academy Retirement Plan (MA) 398 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.