Other · DOL Form 5500 · 2024
The Taft School Retirement Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 290
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $416,915
- Avg per participant High balance/head
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.
- #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.
- #3,116
- in Educational Services (3,638 peers)
- +2.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Taft School 403(b) Retirement Plan's outsized position by total assets
The Taft School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$120,905,235 Top 8% higher than 92% 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
The Taft 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. The Taft School 403(b) Retirement Plan sits mid-pack in the medium band (290 participants).
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.
EBSA filing schedule strip
Filing strip 060646921 · The Taft School PY 2024 · Other
The Taft School 403(b) Retirement Plan · $121M · 290 · 92nd
- 5500 $121M
- ASSETS 290
- PCT 92nd
- EIN Other
- RANK near Roosevelt University 403(b) Retirement Plan
- PHOTO ind #3116
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 Connecticut →
The Taft School 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Taft School plans reported in each filing year
- Latest sponsor-wide plan assets
- $121M 14.213525097694388% vs 2022
- 2024 filing year
| 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.
- 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
The Taft School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Roosevelt University 403(b) Retirement Plan in IL ($121M); by covered participants it is United Nations Foundation, Inc. 403(b) DC Plan in DC (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
- United Nations Foundation, Inc. 403(b) DC Plan (DC) 290 · 0 off
- Bear Creek School 403b Retirement Plan (WA) 290 · 0 off
- North Cobb Christian School 403b Plan (GA) 290 · 0 off
- Missouri Valley College 403(b) DC Plan (MO) 290 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.