Calhoun School403(b)

Calhoun School's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $68,982,055 across 382 participant accounts, with employer contributions averaging $4,545 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,077th-largest of 5,648 plans among New York employers on file, and the 720th of 3,091 in educational services. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has shrunk from 195 to 135 since 2022.