Other · DOL Form 5500 · 2024
Ethical Culture Fieldston School Retirement Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 427
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $483,065
- Avg per participant High balance/head
Official DOL plan name: Ethical Culture Fieldston School 403(b) Retirement Plan · Sponsored by Ethical Culture Fieldston School · New York · Educational Services
$206M in assets, 427 participants
Ethical Culture Fieldston School's Ethical Culture Fieldston School 403(b) Retirement Plan reported $206M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,298 in Educational Services (3,638 peers)
Where Ethical Culture Fieldston School 403(b) Retirement Plan sits by assets
Ethical Culture Fieldston School 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $206M for 427 participants (~$483,065/participant), up 10.1% in 2024.
- #3,298
- in Educational Services (3,638 peers)
- +10.1%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Ethical Culture Fieldston School 403(b) Retirement Plan's outsized position by total assets
Ethical Culture Fieldston School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$206,268,558 Top 6% higher than 94% 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
Ethical Culture Fieldston 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. Ethical Culture Fieldston School 403(b) Retirement Plan sits mid-pack in the medium band (427 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ethical Culture Fieldston School 403(b) Retirement Plan reported net income fell from $24M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Ethical Culture Fieldston School 403(b) Retirement Plan end-of-year assets rose from $187M in the plan year 2023 filing to $206M in the plan year 2024 filing.
- Ethical Culture Fieldston School 403(b) Retirement Plan reported participants fell from 436 in the plan year 2023 filing to 427 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133862529 · Ethical Culture Fieldston School PY 2024 · Other
Ethical Culture Fieldston School 403(b) Retirement Plan · $206M · 427 · 94th
- 5500 $206M
- ASSETS 427
- PCT 94th
- EIN Other
- RANK near John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan
- PHOTO ind #3298
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 →
Ethical Culture Fieldston School 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $19M |
| Employer EIN | 133862529 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ethical Culture Fieldston School)
Sponsor-wide plan assets over time
All Ethical Culture Fieldston School plans reported in each filing year
- Latest sponsor-wide plan assets
- $206M 26.05825505163028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 437 | $164M |
| 2023 | 1 | 436 | $187M |
| 2024 | 1 | 427 | $206M |
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
Ethical Culture Fieldston School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan in OH ($207M); by covered participants it is Spring Arbor University DC Retirement Plan in MI (427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
- John Carroll University DC Retirement Plan Tax Deferred Annuity Retirement Plan (OH) $207M · 625
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) $206M · 2,883
- Hillsdale College Defined Contribution Retirement Plan (MI) $205M · 822
- Owensboro Health 403(b) Safe Harbor Plan (KY) $205M · 3,596
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- Spring Arbor University DC Retirement Plan (MI) 427 · 0 off
- Catholic Eldercare 403(b) Plan (MN) 427 · 0 off
- Ordway Center for the Performing Arts Defined Contribution Retirement Plan (MN) 426 · 1 off
- Wesley 403(b) Retirement Plan (WA) 428 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.