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  2. The Ross School
  • Retirement analytics
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  • Retirement plans

Filings through Oct 24, 2026.

The Ross School

EIN 01-0880911-education management-Latest filing 2025
Plans
2
Retirement
2
$26.1M assets
Health & Benefits
0
Participants
447
18 GOODFRIEND DRIVE - EAST HAMPTON, NY 119375166631-907-5102ross.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403(b)-$19.5M - 295 part#002403(b)-$6.6M - 152 part

Retirement portfolio analytics

2 plans aggregated / $26.1M assets / 447 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION RETIREME (#001)$19.5M
  • DEFERRED ANNUITY PLAN (#002)$6.6M
Total $26.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION RETIREME (#001)295
  • DEFERRED ANNUITY PLAN (#002)152
Total 447Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME

403(b)

Assets$19.5M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN

403(b)

Assets$6.6M
Participants152
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME403(b)$19.5M2952025
#002THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN403(b)$6.6M1522025
  • THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME$19.5M
    #001 · 403(b) · 2025295
  • THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN$6.6M
    #002 · 403(b) · 2025152
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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