Other · DOL Form 5500 · 2024
The New School Retirement Plan
Data updated 2026-08-25
- $670M
- Total assets Above avg plan size
- 4,660
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $143,706
- Avg per participant Near avg balance/head
Official DOL plan name: The New School 403(b) Retirement Plan · Sponsored by The New School · New York · Educational Services
$670M in assets, 4,660 participants
The New School's The New School 403(b) Retirement Plan reported $670M in total assets and 4,660 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,526 in Educational Services (3,638 peers)
Coverage in New York
The New School 403(b) Retirement Plan covers 4,660 participants in New York, 5.8x the typical New York plan (state average ~798 per filing). Assets: $670M.
- #3,526
- in Educational Services (3,638 peers)
- +10.6%
- assets growth YoY
- 6.7×
- vs typical plan assets (national mean)
The New School 403(b) Retirement Plan's outsized position by total assets
The New School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$669,671,504 Top 2% higher than 98% 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 New School 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New School 403(b) Retirement Plan lands in the large band (4,660 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The New School 403(b) Retirement Plan reported net income fell from $79M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- The New School 403(b) Retirement Plan end-of-year assets rose from $606M in the plan year 2023 filing to $670M in the plan year 2024 filing.
- The New School 403(b) Retirement Plan reported participants rose from 4,337 in the plan year 2023 filing to 4,660 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133297197 · The New School PY 2024 · Other
The New School 403(b) Retirement Plan · $670M · 4,660 · 98th
- NET $670M
- BOOK 4,660
- VS-ST 98th
- BOY Other
- SCH near University of Dayton Tda Plan
- EBSA ind #3526
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 →
The New School 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $606M |
|---|---|
| Net Assets (End of Year) | $670M |
| Net Income | $64M |
| Employer EIN | 133297197 |
| Plan Effective Date | 1961-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The New School)
Sponsor-wide plan assets over time
All The New School plans reported in each filing year
- Latest sponsor-wide plan assets
- $670M 27.05831952004663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,984 | $527M |
| 2023 | 1 | 4,337 | $606M |
| 2024 | 1 | 4,660 | $670M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
The New School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University of Dayton Tda Plan in OH ($667M); by covered participants it is Solutionhealth & Elliot Health System 403(b) Savings Plan in NH (4,668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($670M here).
- University of Dayton Tda Plan (OH) $667M · 4,399
- Bucknell University Defined Contribution Retirement Plan (PA) $673M · 1,543
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) $673M · 10,906
- Hartford Healthcare 403(b) Plan (CT) $666M · 4,887
Similar participant headcount
Nearest other-state filings by covered participants (4,660 participants); asset peers above are excluded.
- Solutionhealth & Elliot Health System 403(b) Savings Plan (NH) 4,668 · 8 off
- Freeman Employee Savings Plan (MO) 4,673 · 13 off
- University Health 403(b) Plan (MO) 4,646 · 14 off
- Genesis Health System Retirement Savings Plan (MI) 4,680 · 20 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.