Other · DOL Form 5500 · 2024
Calhoun School Retirement Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 179
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $385,375
- Avg per participant High balance/head
Official DOL plan name: Calhoun School 403(b) DC Plan · Sponsored by Calhoun School · New York · Educational Services
$69M in assets, 179 participants
Calhoun School's Calhoun School 403(b) DC Plan reported $69M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,821 in Educational Services (3,638 peers)
Coverage in New York
Calhoun School 403(b) DC Plan covers 179 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $69M.
- #2,821
- in Educational Services (3,638 peers)
- +8.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Calhoun School 403(b) DC Plan's outsized position by total assets
Calhoun School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,982,055 Top 13% higher than 87% 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
Calhoun School 403(b) DC 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. Calhoun School 403(b) DC Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calhoun School 403(b) DC Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Calhoun School 403(b) DC Plan reported participants fell from 195 in the plan year 2023 filing to 179 in the plan year 2024 filing.
- Calhoun School 403(b) DC Plan end-of-year assets rose from $64M in the plan year 2023 filing to $69M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131623919 · Calhoun School PY 2024 · Other
Calhoun School 403(b) DC Plan · $69M · 179 · 87th
- BOOK $69M
- BOOK 179
- BOOK 87th
- BOOK Other
- BOOK near Carnegie Library of Pittsburgh Retirement Savings Plan
- BOOK ind #2821
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 →
Calhoun School 403(b) DC Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $5M |
| Employer EIN | 131623919 |
| Plan Effective Date | 1970-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calhoun School)
Sponsor-wide plan assets over time
All Calhoun School plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 24.441253229323895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $55M |
| 2023 | 1 | 195 | $64M |
| 2024 | 1 | 179 | $69M |
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
Calhoun School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Carnegie Library of Pittsburgh Retirement Savings Plan in PA ($69M); by covered participants it is Iha 401(k) and Retirement Savings Plan in IL (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Iha 401(k) and Retirement Savings Plan (IL) 179 · 0 off
- Cornerstone Vna Retirement Plan (NH) 179 · 0 off
- Trinity Washington University DC Retirement Plan (DC) 179 · 0 off
- Early Learning Coalition of Broward County, Inc. Retirement Plan (FL) 179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.