Other · DOL Form 5500 · 2024

The Town School Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
126
Participants Small participant base
85th
Percentile by assets National rank
$412,555
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Town School Defined Contribution Retirement Plan · Sponsored by The Town School · New York · Educational Services

$52M in assets, 126 participants

The Town School's The Town School Defined Contribution Retirement Plan reported $52M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,648 in Educational Services (3,638 peers)

Coverage in New York

The Town School Defined Contribution Retirement Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $52M.

#2,648
in Educational Services (3,638 peers)
-0.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Town School Defined Contribution Retirement Plan's outsized position by total assets

The Town School Defined Contribution Retirement Plan vs every filed plan by assets

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

$51,981,931 Top 15% higher than 85% 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

The Town 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 Town School Defined Contribution Retirement Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Town School Defined Contribution Retirement Plan reported net income fell from $7M in the plan year 2023 filing to -$161K in the plan year 2024 filing.
  • The Town School Defined Contribution Retirement Plan reported participants rose from 115 in the plan year 2023 filing to 126 in the plan year 2024 filing.
  • The Town School Defined Contribution Retirement Plan end-of-year assets fell from $52M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131393610 · The Town School PY 2024 · Other

The Town School Defined Contribution Retirement Plan · $52M · 126 · 85th

  • EOY $52M
  • EOY 126
  • EOY 85th
  • EOY Other
  • EOY near The Hathaway Brown School Retirement Plan
  • EOY ind #2648

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 New York →

The Town School Defined Contribution Retirement Plan in the asset neighbourhood

Brandeis University Defined Contribution Retirement Plan for Nonexempt EmployeesBrandeis University Defined …$52MThe Town School Defined Contribution Retirement PlanThe Town School Defined Cont…$52MThe Hathaway Brown School Retirement PlanThe Hathaway Brown School Re…$52M403(b) Thrift Plan for Employees of the Science Museum of Minnesota403(b) Thrift Plan for Emplo…$52MMorristown-Beard School Defined Contribution Retirement PlanMorristown-Beard School Defi…$52M
End-of-year total assets ($M) among The Town School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$52M
Net Income-$161K
Employer EIN131393610
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Town School)

Sponsor-wide plan assets over time

All The Town School plans reported in each filing year

Latest sponsor-wide plan assets
$52M 14.670064698162012% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $45.3M $52M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 239 $45M
2023 2 360 $100M
2024 1 126 $52M

Nearby Other Plans in New York

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

The Town School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Town School Defined Contribution Retirement Plan, Total assets ($B): 0.051981931 · Participants: 126The Town School Defined Contribution Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Town School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

The Town School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Hathaway Brown School Retirement Plan in OH ($52M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.

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 The Town School Defined Contribution Retirement Plan assets move in 2024? ▼
The Town School Defined Contribution Retirement Plan held essentially flat - down 0.3% during 2024, from $52M to $52M. Reported net income was -$161K.
How have The Town School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Town School's sponsor-wide assets grew 14.7%, from $45M to $52M.
Where does The Town School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Town School Defined Contribution Retirement Plan ranks in the 85th 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 The Town School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Hathaway Brown School Retirement Plan in OH ($52M, 259 participants).
Which Other plans cover a similar participant headcount to The Town School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Agency for Community Transit 403b Retirement Plan in IL (126 participants, $18M in assets).