Other · DOL Form 5500 · 2024
The Rectory School Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 136
- Participants
- 74th
- Percentile by assets
- $176,325
- Avg per participant
Official DOL plan name: The Rectory School Defined Contribution Retirement Plan · Sponsored by The Rectory School · Connecticut · Educational Services
$24M in assets, 136 participants
The Rectory School's The Rectory School Defined Contribution Retirement Plan reported $24M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 123,622 plans)
- #2,085 in Educational Services (3,638 peers)
Coverage in Connecticut
The Rectory School Defined Contribution Retirement Plan covers 136 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $24M.
- $24M
- total plan assets (2024 EOY)
- 136
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $176,325
- avg assets per participant
Where The Rectory School Defined Contribution Retirement Plan sits by total assets
The Rectory School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,980,168 Top 26% higher than 74% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Rectory School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Rectory School Defined Contribution Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Rectory School Defined Contribution Retirement Plan reports 136 participants - about 19% of that state average ($24M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 060646805 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rectory School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $20M |
| 2023 | 1 | 136 | $21M |
| 2024 | 1 | 136 | $24M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Rectory School Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Rectory School Defined Contribution Retirement Plan's numbers.
- By total assets, The Rectory School Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- The Rectory School's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans