401(k) · DOL Form 5500 · 2024

Rumsey Hall School 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 134
Participants Small participant base: 70th
Percentile by assets National rank: $148,328
Avg per participant Above avg balance/head

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Official DOL plan name: Rumsey Hall School 403(b) DC Plan · Sponsored by Rumsey Hall School · Connecticut · Educational Services

$20M in assets, 134 participants

Rumsey Hall School's Rumsey Hall School 403(b) DC Plan reported $20M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

#1,928 in Educational Services (3,638 peers)

Coverage in Connecticut

Rumsey Hall School 403(b) DC Plan covers 134 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.

#1,928
in Educational Services (3,638 peers): +13.8%
assets growth YoY

Rumsey Hall School 403(b) DC Plan's outsized position by total assets

Rumsey Hall School 403(b) DC Plan vs every filed plan by assets

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

$19,876,004 Top 30% higher than 70% 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

Rumsey Hall 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. Rumsey Hall School 403(b) DC Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Rumsey Hall School 403(b) DC Plan reported participants rose from 104 in the plan year 2023 filing to 134 in the plan year 2024 filing.
Rumsey Hall School 403(b) DC Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060692379 · Rumsey Hall School PY 2024 · 401(k)

Rumsey Hall School 403(b) DC Plan · $20M · 134 · 70th

RANK $20M
PHOTO 134
IND 70th
EOY 401(k)
5500 near Kennedy 401(k) Plan
ASSETS ind #1928

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 →

End-of-year total assets ($M) among Rumsey Hall School 403(b) DC Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$20M
Net Income	$2M
Employer EIN	060692379
Plan Effective Date	1981-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rumsey Hall School)

Latest sponsor-wide plan assets: $20M 31.273275887747236% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	108	$15M
2023	1	104	$17M
2024	1	134	$20M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rumsey Hall School 403(b) DC Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Rumsey Hall School 403(b) DC Plan side-by-side with 3 peers →

Rumsey Hall School 403(b) DC Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Kennedy 401(k) Plan in IN ($20M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Kennedy 401(k) Plan (IN) $20M · 92
Rj Lee Group, Inc. Retirement Savings Plan (PA) $20M · 171
James S. Farrin, P.C. 401(k) Profit Sharing Plan (NC) $20M · 294
The Baraboo Bancorporation, Inc. 401(k) Profit Sharing Plan (WI) $20M · 94

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Whalar 401(k) Plan (NY) 134 · 0 off
Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off

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 Rumsey Hall School 403(b) DC Plan assets move in 2024? ▼

Rumsey Hall School 403(b) DC Plan grew at a solid clip - up 13.8% during 2024, from $17M to $20M. Reported net income was $2M.

How have Rumsey Hall School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rumsey Hall School's sponsor-wide assets grew 31.3%, from $15M to $20M.

Which 401(k) plans are similar in size to Rumsey Hall School 403(b) DC Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kennedy 401(k) Plan in IN ($20M, 92 participants).

Which 401(k) plans cover a similar participant headcount to Rumsey Hall School 403(b) DC Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060692379.