Other · DOL Form 5500 · 2024
The Ross School Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $160,541
- Avg per participant Above avg balance/head
Official DOL plan name: The Ross School Defined Contribution Retireme · Sponsored by The Ross School · New York · Educational Services
$18M in assets, 115 participants
The Ross School's The Ross School Defined Contribution Retireme reported $18M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,881 in Educational Services (3,638 peers)
Coverage in New York
The Ross School Defined Contribution Retireme covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $18M.
- #1,881
- in Educational Services (3,638 peers)
- +9.6%
- assets growth YoY
The Ross School Defined Contribution Retireme's outsized position by total assets
The Ross School Defined Contribution Retireme vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,462,181 Top 31% higher than 69% 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 Ross School Defined Contribution Retireme 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 Ross School Defined Contribution Retireme sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Ross School Defined Contribution Retireme reported participants rose from 66 in the plan year 2023 filing to 115 in the plan year 2024 filing.
- The Ross School Defined Contribution Retireme end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- The Ross School Defined Contribution Retireme reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 010880911 · The Ross School PY 2024 · Other
The Ross School Defined Contribution Retireme · $18M · 115 · 69th
- NET $18M
- BOOK 115
- VS-ST 69th
- BOY Other
- SCH near University Corporation for Advanced Internet Development Tda Plan
- EBSA ind #1881
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 Ross School Defined Contribution Retireme in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 010880911 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ross School)
Sponsor-wide plan assets over time
All The Ross School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 21.066198283951294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 117 | $21M |
| 2023 | 2 | 111 | $23M |
| 2024 | 2 | 216 | $26M |
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 Ross School Defined Contribution Retireme's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University Corporation for Advanced Internet Development Tda Plan in MI ($18M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.