Other · DOL Form 5500 · 2024
The Taft School Retirement Plan
Data updated 2026-08-11
- $121M
- Total assets
- 290
- Participants
- 92nd
- Percentile by assets
- $416,915
- Avg per participant
Official DOL plan name: The Taft School 403(b) Retirement Plan · Sponsored by The Taft School · Connecticut · Educational Services
$121M in assets, 290 participants
The Taft School's The Taft School 403(b) Retirement Plan reported $121M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #3,116 in Educational Services (3,638 peers)
Coverage in Connecticut
The Taft School 403(b) Retirement Plan covers 290 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $121M.
- $121M
- total plan assets (2024 EOY)
- 290
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $416,915
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Taft School 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Taft School 403(b) Retirement Plan reported participants rose from 270 in the plan year 2023 filing to 290 in the plan year 2024 filing.
- The Taft School 403(b) Retirement Plan end-of-year assets rose from $118M in the plan year 2023 filing to $121M in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Taft School 403(b) Retirement Plan reports 290 participants - about 40% of that state average ($121M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $3M |
| Employer EIN | 060646921 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Taft School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $106M |
| 2023 | 1 | 270 | $118M |
| 2024 | 1 | 290 | $121M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
The Taft 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 Taft School 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Taft School 403(b) Retirement Plan assets move in 2024? ▼
How have The Taft School plan assets changed over time? ▼
Where does The Taft School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Taft School 403(b) Retirement Plan? ▼
Next read for The Taft School 403(b) Retirement Plan
Filing takeaways
Ways to act on The Taft School 403(b) Retirement Plan's numbers.
- By total assets, The Taft 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 Taft School's sponsor-wide assets have grown 14.2% since 2022 across 3 plan years on file. More Educational Services plans