Other · DOL Form 5500 · 2024
The Conference Board, Inc. Retirement Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 262
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $249,077
- Avg per participant Above avg balance/head
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.
- #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.
- #17,746
- in Professional & Technical Services (20,173 peers)
- +3.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s outsized position by total assets
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,258,170 Top 13% higher than 87% 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
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) 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. Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) sits mid-pack in the medium band (262 participants).
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.
DOL schedule card
Filing strip 131624108 · The Conference Board, Inc. PY 2024 · Other
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) · $65M · 262 · 87th
- TYPE $65M
- TYPE 262
- TYPE 87th
- TYPE Other
- TYPE near Iowa Health System Tax Deferred Section 403(b) Plan
- TYPE ind #17746
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 Professional & Technical Services retirement plans → · Plans in New York →
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $2M |
| Employer EIN | 131624108 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Conference Board, Inc.)
Sponsor-wide plan assets over time
All The Conference Board, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $94M 21.61499032299145% vs 2022
- 2024 filing year
| 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.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Iowa Health System Tax Deferred Section 403(b) Plan in IA ($65M); by covered participants it is Epsi 403(b) Plan in TX (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
- Epsi 403(b) Plan (TX) 262 · 0 off
- Center for Family Health 403(b) Employer Retirement Plan (MI) 262 · 0 off
- Centro De Salud Familiar La Fe, Inc. 403(b) Plan (TX) 262 · 0 off
- Westminster Christian School 403(b) Plan (FL) 262 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.