Other · DOL Form 5500 · 2024
Ethel Walker School Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $281,050
- Avg per participant High balance/head
Official DOL plan name: Ethel Walker School Retirement Plan · Sponsored by Ethel Walker School · Connecticut · Educational Services
$28M in assets, 98 participants
Ethel Walker School's Ethel Walker School Retirement Plan reported $28M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,189 in Educational Services (3,638 peers)
Where Ethel Walker School Retirement Plan sits by assets
Ethel Walker School Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 98 participants (~$281,050/participant), up 10.7% in 2024.
- #2,189
- in Educational Services (3,638 peers)
- +10.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ethel Walker School Retirement Plan's outsized position by total assets
Ethel Walker School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,542,857 Top 24% higher than 76% 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
Ethel Walker School Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethel Walker School Retirement Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ethel Walker School Retirement Plan reported net income rose from $823K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Ethel Walker School Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Ethel Walker School Retirement Plan reported participants rose from 94 in the plan year 2023 filing to 98 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 060689699 · Ethel Walker School PY 2024 · Other
Ethel Walker School Retirement Plan · $28M · 98 · 76th
- NET $28M
- NET 98
- NET 76th
- NET Other
- NET near The Maof 403(b) Plan
- NET ind #2189
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 →
Ethel Walker School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 060689699 |
| Plan Effective Date | 1954-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ethel Walker School)
Sponsor-wide plan assets over time
All Ethel Walker School plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 14.468882904578098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $24M |
| 2023 | 1 | 94 | $25M |
| 2024 | 1 | 98 | $28M |
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
Ethel Walker School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is The Maof 403(b) Plan in CA ($28M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- The Maof 403(b) Plan (CA) $28M · 910
- Boyce Thompson Institute 403(b) Retirement Plan (NY) $28M · 117
- Clarke Schools Retirement Plan (MA) $27M · 139
- Orchard School Retirement Plan (IN) $28M · 170
Similar participant headcount
Nearest other-state filings by covered participants (98 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.