The Episcopal School in the City of New York403(b)
THE EPISCOPAL SCHOOL DC RETIREMENT PLAN · NEW YORK, NY · plan year 2023
The Episcopal School in the City of New York's 2023 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 $15,638,785 across 141 participant accounts, with employer contributions averaging $7,193 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 2 years on file its reported administrative ratio fell from 0.002% to 0.002%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (2,895th of 5,648), and 1,779th of 3,091 in educational services. In 2023, the employer put in $1.19 for every $1.00 employees contributed themselves; active participation has grown from 39 to 45 since 2022.
The Episcopal School in the City of New York's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 131945827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.