Other · DOL Form 5500 · 2024

Portledge School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
123
Participants Small participant base
81st
Percentile by assets National rank
$310,085
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,430
in Educational Services (3,638 peers)
+54.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Portledge School Retirement Plan Ra's outsized position by total assets

Portledge School Retirement Plan Ra vs every filed plan by assets

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

$38,140,500 Top 19% higher than 81% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Portledge School Retirement Plan Ra 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. Portledge School Retirement Plan Ra sits mid-pack in the medium band (123 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 116044973 · Portledge School PY 2024 · Other

Portledge School Retirement Plan Ra · $38M · 123 · 81st

  • TYPE $38M
  • NET 123
  • BOOK 81st
  • VS-ST Other
  • BOY near Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan
  • SCH ind #2430

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 →

Portledge School Retirement Plan Ra in the asset neighbourhood

Nachri Tax Deferred Annuity PlanNachri Tax Deferred Annuity …$38MMeridian International Center Defined Contribution Retirement PlanMeridian International Cente…$38MPortledge School Retirement Plan RaPortledge School Retirement …$38MStoughton Hospital Association Tax Deferred Annuity 403(b) PlanStoughton Hospital Associati…$38MColumbus Regional Healthcare System 403(b) Retirement PlanColumbus Regional Healthcare…$38M
End-of-year total assets ($M) among Portledge School Retirement Plan Ra and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN116044973
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portledge School)

Sponsor-wide plan assets over time

All Portledge School plans reported in each filing year

Latest sponsor-wide plan assets
$38M 23.95935954347153% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.8M $38.1M ▲ +24.0%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Portledge School Retirement Plan Ra, Total assets ($B): 0.0381405 · Participants: 123Portledge School Retirement Plan RaNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Portledge School Retirement Plan Ra vs. nearby Other plans in New York, assets vs. participants
Compare Portledge School Retirement Plan Ra side-by-side with 3 peers →

Portledge School Retirement Plan Ra's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI ($38M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

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 Portledge School Retirement Plan Ra assets move in 2024? ▼
Portledge School Retirement Plan Ra surged - up 54.2% during 2024, from $25M to $38M. Reported net income was $3M.
How have Portledge School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portledge School's sponsor-wide assets grew 24.0%, from $31M to $38M.
Where does Portledge School Retirement Plan Ra rank by assets among Form 5500 filers? ▼
Portledge School Retirement Plan Ra ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Portledge School Retirement Plan Ra? ▼
Among Other plans in other states, the closest by assets is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI ($38M, 384 participants).
Which Other plans cover a similar participant headcount to Portledge School Retirement Plan Ra? ▼
Among Other plans in other states, the closest by covered participants is Marin Academy Defined Contribution Retirement Plan in CA (123 participants, $50M 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 116044973.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.