Other · DOL Form 5500 · 2024

The Town School Retirement Plan

Data updated 2026-08-11

$52M
Total assets
126
Participants
85th
Percentile by assets
$412,555
Avg per participant
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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.

  • 85th percentile by assets (of 123,622 plans)
  • #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.

$52M
total plan assets (2024 EOY)
126
covered participants
85th
percentile by assets (of 123,622 plans)
$412,555
avg assets per participant

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.

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 →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Town School Defined Contribution Retirement Plan reports 126 participants - about 16% of that state average ($52M EOY assets).

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)

$20M$40M$60M$80M$100M$120M 202220232024 $45.3M $52M ▲ +14.7%
Total plan assets by year, all The Town School plans on file
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

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 Defi…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
The Town School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Town School Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for The Town School Defined Contribution Ret…

Filing takeaways

Ways to act on The Town School Defined Contribution Retirement Plan's numbers.