2023 Form 5500 filing — The New School 403(B) Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241013164236NAL0026022017001) for The New School 403(B) Retirement Plan, reported by The New School under EIN 13-3297197 and plan number 001. It reports 8,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$605.7MReported net assets$605,670,183
Participants8.9K8,902
Provider compensation$439.6K4 Schedule C row(s)$439,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013164236NAL0026022017001
Plan sponsor
The New School
EIN
13-3297197
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$605.7M total assets
Net assets$605.7MLiabilities$0
Money in vs. money out
Total income / additions$104.9M
Total expenses$26.3M
Benefits paid / distributions$25.8M
Contributions
Employer$14M
Participant$11.9M
Full reported line items
Total assets (EOY)
$605,670,183
Total liabilities (EOY)
$0
Net assets (EOY)
$605,670,183
Employer contributions
$13,992,678
Participant contributions
$11,853,534
Total income / additions
$104,878,190
Benefits paid
$25,772,971
Administrative expenses
$439,613
Total expenses
$26,266,374
Net increase / (decrease)
$78,611,816
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$302.5K
    RECORDKEEPER · Direct $302.5K · Indirect $0
  2. 2
    INVESTMENT MANAGEMENT · Direct $100.2K
  3. 3
    Crowe Llp$20.4K
    AUDITOR · Direct $20.4K
  4. 4
    NONE · Direct $16.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013164236NAL0026022017001 cover?
It is the 2023 Form 5500 filing for The New School 403(B) Retirement Plan, reported by The New School (EIN 13-3297197).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages