Other · DOL Form 5500 · 2024

Eagle Hill School Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
115
Participants Small participant base
78th
Percentile by assets National rank
$282,236
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eagle Hill Foundation Inc. 403(b) Plan · Sponsored by Eagle Hill School · Connecticut · Educational Services

$32M in assets, 115 participants

Eagle Hill School's Eagle Hill Foundation Inc. 403(b) Plan reported $32M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,304 in Educational Services (3,638 peers)

Coverage in Connecticut

Eagle Hill Foundation Inc. 403(b) Plan covers 115 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $32M.

#2,304
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Eagle Hill Foundation Inc. 403(b) Plan's outsized position by total assets

Eagle Hill Foundation Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,457,193 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Eagle Hill Foundation Inc. 403(b) 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. Eagle Hill Foundation Inc. 403(b) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eagle Hill Foundation Inc. 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Eagle Hill Foundation Inc. 403(b) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061072231 · Eagle Hill School PY 2024 · Other

Eagle Hill Foundation Inc. 403(b) Plan · $32M · 115 · 78th

  • TYPE $32M
  • NET 115
  • BOOK 78th
  • VS-ST Other
  • BOY near Jewish Federation of Metropolitan Detroit 403(b) Plan
  • SCH ind #2304

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 →

Eagle Hill Foundation Inc. 403(b) Plan in the asset neighbourhood

Spalding University Defined Contribution Retirement PlanSpalding University Defined …$33MBancroft School DC Retirement PlanBancroft School DC Retiremen…$33MFoundation for the Carolinas DC PlanFoundation for the Carolinas…$32MEagle Hill Foundation Inc. 403(b) PlanEagle Hill Foundation Inc. 4…$32MJewish Federation of Metropolitan Detroit 403(b) PlanJewish Federation of Metropo…$32M
End-of-year total assets ($M) among Eagle Hill Foundation Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN061072231
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Hill School)

Sponsor-wide plan assets over time

All Eagle Hill School plans reported in each filing year

Latest sponsor-wide plan assets
$32M 29.8182930673836% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25M $32.5M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 112 $25M
2023 1 115 $30M
2024 1 115 $32M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Eagle Hill Foundation Inc. 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Eagle Hill Foundation Inc. 403(b) Plan, Total assets ($B): 0.032457193 · Participants: 115Eagle Hill Foundation Inc. 403(b) PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Eagle Hill Foundation Inc. 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Eagle Hill Foundation Inc. 403(b) Plan side-by-side with 3 peers →

Eagle Hill Foundation Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Jewish Federation of Metropolitan Detroit 403(b) Plan in MI ($32M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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.

Frequently Asked Questions

How did Eagle Hill Foundation Inc. 403(b) Plan assets move in 2024? ▼
Eagle Hill Foundation Inc. 403(b) Plan grew at a solid clip - up 9.4% during 2024, from $30M to $32M. Reported net income was $3M.
How have Eagle Hill School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Hill School's sponsor-wide assets grew 29.8%, from $25M to $32M.
Where does Eagle Hill Foundation Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Eagle Hill Foundation Inc. 403(b) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Eagle Hill Foundation Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Jewish Federation of Metropolitan Detroit 403(b) Plan in MI ($32M, 616 participants).
Which Other plans cover a similar participant headcount to Eagle Hill Foundation Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Solebury School Defined Contribution and Tda Plan in PA (115 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061072231.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.