Other · DOL Form 5500 · 2024
Indian Mountain School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $123,742
- Avg per participant Near avg balance/head
Official DOL plan name: Indian Mountain School Retirement Plan for Faculty and Administrators · Sponsored by Indian Mountain School · Connecticut · Educational Services
$15M in assets, 122 participants
Indian Mountain School's Indian Mountain School Retirement Plan for Faculty and Administrators reported $15M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,720 in Educational Services (3,638 peers)
Coverage in Connecticut
Indian Mountain School Retirement Plan for Faculty and Administrators covers 122 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.
- #1,720
- in Educational Services (3,638 peers)
- +48.7%
- assets growth YoY
Indian Mountain School Retirement Plan for Faculty and Administrators's mid-pack asset rank among Educational Services and all filers
Indian Mountain School Retirement Plan for Faculty and Administrators vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,096,521 Top 35% higher than 65% 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
Indian Mountain School Retirement Plan for Faculty and Administrators 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. Indian Mountain School Retirement Plan for Faculty and Administrators sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Indian Mountain School Retirement Plan for Faculty and Administrators reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Indian Mountain School Retirement Plan for Faculty and Administrators end-of-year assets rose from $10M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Indian Mountain School Retirement Plan for Faculty and Administrators reported participants rose from 118 in the plan year 2023 filing to 122 in the plan year 2024 filing.
DOL schedule card
Filing strip 060646681 · Indian Mountain School PY 2024 · Other
Indian Mountain School Retirement Plan for Faculty and Administrators · $15M · 122 · 65th
- TYPE $15M
- NET 122
- BOOK 65th
- VS-ST Other
- BOY near Hcap Retirement Savings Plan
- SCH ind #1720
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 →
Indian Mountain School Retirement Plan for Faculty and Administrators in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $5M |
| Employer EIN | 060646681 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indian Mountain School)
Sponsor-wide plan assets over time
All Indian Mountain School plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 83.5020279823642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $8M |
| 2023 | 1 | 118 | $10M |
| 2024 | 1 | 122 | $15M |
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
Indian Mountain School Retirement Plan for Faculty and Administrators's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Hcap Retirement Savings Plan in HI ($15M); by covered participants it is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Hcap Retirement Savings Plan (HI) $15M · 239
- Montverde Academy Retirement Plan (FL) $15M · 243
- Corban University Defined Contribution Retirement Plan (OR) $15M · 117
- Food Bank for New York City 403(b) Retirement Plan (NY) $15M · 246
Similar participant headcount
Nearest other-state filings by covered participants (122 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.