Other · DOL Form 5500 · 2024

The Ross School Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
101
Participants Small participant base
49th
Percentile by assets National rank
$71,862
Avg per participant Below avg balance/head
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Official DOL plan name: The Ross School Tax Deferred Annuity Plan · Sponsored by The Ross School · New York · Educational Services

$7M in assets, 101 participants

The Ross School's The Ross School Tax Deferred Annuity Plan reported $7M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,186 in Educational Services (3,638 peers)

Coverage in New York

The Ross School Tax Deferred Annuity Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,186
in Educational Services (3,638 peers)
+11.5%
assets growth YoY

The Ross School Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

The Ross School Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,258,012 49th percentile higher than 49% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Tax Deferred Annuity 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 Ross School Tax Deferred Annuity Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Ross School Tax Deferred Annuity Plan reported participants rose from 45 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • The Ross School Tax Deferred Annuity Plan reported net income rose from $601K in the plan year 2023 filing to $746K in the plan year 2024 filing.
  • The Ross School Tax Deferred Annuity Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010880911 · The Ross School PY 2024 · Other

The Ross School Tax Deferred Annuity Plan · $7M · 101 · 49th

  • NET $7M
  • NET 101
  • NET 49th
  • NET Other
  • NET near Ride Connection 403(b) Plan
  • NET ind #1186

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 Tax Deferred Annuity Plan in the asset neighbourhood

The Ross School Tax Deferred Annuity PlanThe Ross School Tax Deferred…$7MRide Connection 403(b) Plan$7MThe Washington Latin School Defined Contribution PlanThe Washington Latin School …$7MRush-Copley Medical Center 403(b) PlanRush-Copley Medical Center 4…$7MThe Village at Manor Park, Inc. Retirement PlanThe Village at Manor Park, I…$7M
End-of-year total assets ($M) among The Ross School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$746K
Employer EIN010880911
Plan Effective Date1996-09-01
Filing StatusFILING 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
$20M$22M$24M$26M$28M 202220232024 $21.2M $25.7M ▲ +21.1%
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.

The Ross School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Ross School Tax Deferred Annuity Plan, Total assets ($B): 0.007258012 · Participants: 101The Ross School Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Ross School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Ross School Tax Deferred Annuity Plan side-by-side with 3 peers →

The Ross School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Ride Connection 403(b) Plan in OR ($7M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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.

Frequently Asked Questions

How did The Ross School Tax Deferred Annuity Plan assets move in 2024? ▼
The Ross School Tax Deferred Annuity Plan grew at a solid clip - up 11.5% during 2024, from $7M to $7M. Reported net income was $746K.
How have The Ross School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ross School's sponsor-wide assets grew 21.1%, from $21M to $26M.
Which Other plans are similar in size to The Ross School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ride Connection 403(b) Plan in OR ($7M, 214 participants).
Which Other plans cover a similar participant headcount to The Ross School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010880911.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.