Other · DOL Form 5500 · 2024
Ethel Walker School Retirement Plan
Data updated 2026-08-11
- $28M
- Total assets
- 98
- Participants
- 76th
- Percentile by assets
- $281,050
- Avg per participant
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.
- 76th percentile by assets (of 123,622 plans)
- #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.
- $28M
- total plan assets (2024 EOY)
- 98
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $281,050
- avg assets per participant
Where Ethel Walker School Retirement Plan sits 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
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.
Ethel Walker School Retirement Plan vs the 2024 asset distribution
By assets, Ethel Walker School Retirement Plan outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ethel Walker School Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ethel Walker School Retirement Plan assets move in 2024? ▼
How have Ethel Walker School plan assets changed over time? ▼
Where does Ethel Walker School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Ethel Walker School Retirement Plan? ▼
Next read for Ethel Walker School Retirement Plan
Scale reading
Ways to act on Ethel Walker School Retirement Plan's numbers.
- By total assets, Ethel Walker School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Ethel Walker School's sponsor-wide assets have grown 14.5% since 2022 across 3 plan years on file. More Educational Services plans