Other · DOL Form 5500 · 2024
The Rectory School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $176,325
- Avg per participant Above avg balance/head
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.
- #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.
- #2,085
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
The Rectory School Defined Contribution Retirement Plan's outsized position 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
The Rectory School Defined Contribution 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 Rectory School Defined Contribution Retirement Plan sits mid-pack in the medium band (136 participants).
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.
Plan-year Form 5500 strip
Filing strip 060646805 · The Rectory School PY 2024 · Other
The Rectory School Defined Contribution Retirement Plan · $24M · 136 · 74th
- EOY $24M
- 5500 136
- ASSETS 74th
- PCT Other
- EIN near 403(b) Thrift Plan of Cooke School and Institute
- RANK ind #2085
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 Rectory School Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Rectory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 22.16304923762997% vs 2022
- 2024 filing year
| 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
The Rectory School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan of Cooke School and Institute in NY ($24M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Detroit Educational Television Foundation 403(b) Plan (MI) 136 · 0 off
- Visiting Nurse Association Healthcare Partners of Ohio Savings Plan (OH) 136 · 0 off
- Health Care Partners of South Carolina, Inc. 403(b) Plan (SC) 136 · 0 off
- University Corporation for Advanced Internet Devel Defined Contribution Retirement Plan (MI) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.