Other · DOL Form 5500 · 2024
Portledge School Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 123
- Participants
- 81st
- Percentile by assets
- $310,085
- Avg per participant
Official DOL plan name: Portledge School Retirement Plan Ra · Sponsored by Portledge School · New York · Educational Services
$38M in assets, 123 participants
Portledge School's Portledge School Retirement Plan Ra reported $38M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 123,622 plans)
- #2,430 in Educational Services (3,638 peers)
Coverage in New York
Portledge School Retirement Plan Ra covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $38M.
- $38M
- total plan assets (2024 EOY)
- 123
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $310,085
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Portledge School Retirement Plan Ra end-of-year assets rose from $25M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Portledge School Retirement Plan Ra reported participants fell from 214 in the plan year 2023 filing to 123 in the plan year 2024 filing.
- Portledge School Retirement Plan Ra reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Portledge School Retirement Plan Ra reports 123 participants - about 15% of that state average ($38M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 116044973 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portledge School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 389 | $31M |
| 2023 | 4 | 595 | $44M |
| 2024 | 1 | 123 | $38M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Portledge School Retirement Plan Ra vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Portledge School Retirement Plan Ra by total assets, not by location.
Frequently Asked Questions
How did Portledge School Retirement Plan Ra assets move in 2024? ▼
How have Portledge School plan assets changed over time? ▼
Where does Portledge School Retirement Plan Ra rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Portledge School Retirement Plan Ra? ▼
Next read for Portledge School Retirement Plan Ra
Filing takeaways
Ways to act on Portledge School Retirement Plan Ra's numbers.
- By total assets, Portledge School Retirement Plan Ra 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 New York. Compare plans
- Portledge School's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Educational Services plans