Other · DOL Form 5500 · 2024

The Conference Board, Inc. Retirement Plan

Data updated 2026-08-11

$65M
Total assets
262
Participants
87th
Percentile by assets
$249,077
Avg per participant
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Official DOL plan name: Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) · Sponsored by The Conference Board, Inc. · New York · Professional & Technical Services

$65M in assets, 262 participants

The Conference Board, Inc.'s Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reported $65M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #17,746 in Professional & Technical Services (20,173 peers)

Coverage in New York

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) covers 262 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $65M.

$65M
total plan assets (2024 EOY)
262
covered participants
87th
percentile by assets (of 123,622 plans)
$249,077
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reported participants rose from 197 in the plan year 2023 filing to 262 in the plan year 2024 filing.
  • Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) end-of-year assets rose from $63M in the plan year 2023 filing to $65M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reports 262 participants - about 33% of that state average ($65M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$65M
Net Income$2M
Employer EIN131624108
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Conference Board, Inc.)

$75M$80M$85M$90M$95M$100M 202220232024 $77.1M $93.7M ▲ +21.6%
Total plan assets by year, all The Conference Board, Inc. plans on file
Year Plans Participants Total Assets
2022 2 414 $77M
2023 2 446 $88M
2024 3 586 $94M

Nearby Other Plans in New York

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

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs. nearby Other plans in New York, assets vs. participants

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tax-Deferred Annuity…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs. nearby Other plans in New York, assets vs. participants
Compare Tax-Deferred Annuity Program for Employe… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) by total assets, not by location.

Frequently Asked Questions

How did Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) assets move in 2024? ▼
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) edged up modestly - up 3.6% during 2024, from $63M to $65M. Reported net income was $2M.
How have The Conference Board, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Conference Board, Inc.'s sponsor-wide assets grew 21.6%, from $77M to $94M.
Where does Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) rank by assets among Form 5500 filers? ▼
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) ranks in the 87th 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 Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)? ▼
Among Other plans in other states, the closest by assets is Iowa Health System Tax Deferred Section 403(b) Plan in IA ($65M, 908 participants).

Next read for Tax-Deferred Annuity Program for Employe…

Filing takeaways

Ways to act on Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s numbers.

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 131624108.

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.