Other · DOL Form 5500 · 2024
The Hotchkiss School Retirement Plan
Data updated 2026-08-11
- $184M
- Total assets
- 380
- Participants
- 94th
- Percentile by assets
- $483,840
- Avg per participant
Official DOL plan name: The Hotchkiss School 403(b) Retirement Plan · Sponsored by The Hotchkiss School · Connecticut · Educational Services
$184M in assets, 380 participants
The Hotchkiss School's The Hotchkiss School 403(b) Retirement Plan reported $184M in total assets and 380 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.
- 94th percentile by assets (of 123,622 plans)
- #3,264 in Educational Services (3,638 peers)
Where The Hotchkiss School 403(b) Retirement Plan sits by assets
The Hotchkiss School 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $184M for 380 participants (~$483,840/participant), up 9.9% in 2024.
- $184M
- total plan assets (2024 EOY)
- 380
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $483,840
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Hotchkiss School 403(b) Retirement Plan end-of-year assets rose from $167M in the plan year 2023 filing to $184M in the plan year 2024 filing.
- The Hotchkiss School 403(b) Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
The Hotchkiss School 403(b) Retirement Plan vs the 2024 asset distribution
By assets, The Hotchkiss School 403(b) Retirement Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | $17M |
| Employer EIN | 060647018 |
| Plan Effective Date | 1924-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hotchkiss School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $150M |
| 2023 | 1 | 380 | $167M |
| 2024 | 1 | 380 | $184M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
The Hotchkiss School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Hotchkiss School 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Hotchkiss School 403(b) Retirement Plan assets move in 2024? ▼
How have The Hotchkiss School plan assets changed over time? ▼
Where does The Hotchkiss School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Hotchkiss School 403(b) Retirement Plan? ▼
Next read for The Hotchkiss School 403(b) Retirement P…
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Ways to act on The Hotchkiss School 403(b) Retirement Plan's numbers.
- By total assets, The Hotchkiss School 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- The Hotchkiss School's sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Educational Services plans