Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan — Form 5500 plan (Ethical Culture Fieldston School)

Plain-English plan 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, Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan is a benefit plan reported by Ethical Culture Fieldston School under EIN 13-3862529 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,003 participants and $187,296,130 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$187.3MPlan net assets, end of year$187,296,130

Participants1KCovered participants reported1,003

Assets / participant$186.7KComputed: assets ÷ participants$186,736 (computed)

Provider compensation$49.6K1 Schedule C provider row(s)$49,619

Plan sponsor: Ethical Culture Fieldston School
EIN: 13-3862529
Plan number: 002
Plan type: 2
Location: New York, NY
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
1,003 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$187.3M total assets

Net assets$187.3MLiabilities$0

Money in vs. money out

Total income / additions$31.1M

Total expenses$7.5M

Benefits paid / distributions$7.4M

Contributions

Employer$3.8M

Participant$3.6M

Full reported line items

Net assets

Total assets (EOY): $187,296,130
Total liabilities (EOY): $0
Net assets (EOY): $187,296,130
Net assets (BOY): $163,629,552

Income & contributions

Employer contributions: $3,825,603
Participant contributions: $3,591,562
Total contributions: $7,588,942
Total income / additions: $31,122,564

Expenses & distributions

Benefits paid: $7,393,861
Administrative expenses: $53,819
Total expenses: $7,455,986
Net increase / (decrease): $23,666,578

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

52%48%

Employer 52%Participant 48%

Total expenses ÷ net assets4%Computed ratio

Benefits paid ÷ total income24%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Tiaa$49.6K
NONE · Direct $49.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan?: Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan is reported as sponsored by Ethical Culture Fieldston School (EIN 13-3862529, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan?: The latest Form 5500 filing year loaded for Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan is 2023.
How many participants does Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan report?: Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan reports 1,003 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan?: Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan reports $187,296,130 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.