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Employer · plans filed under one EIN

Isidore Newman School

New Orleans, LA · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$44.4Mnet assets across plans
538participant records335 active
$776Kemployer contributions, latest plan years$2,318 per active record
$34KSchedule C compensation to organisations$63.08 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Isidore Newman School's employer identification number (New Orleans, Louisiana). Their latest filings total 538 participant records and $44.4M in net assets.

The largest is Isidore Newman School 401(k) Retirement Plan, a 401(k) plan with 411 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $776K and participant contributions $960K in the latest plan years; benefits paid were $4.3M. Schedule C compensation reported to service provider organisations totalled $34K.

Combined net assets moved from $10.4M in 2009 to $44.4M in 2024 (up 327%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Isidore Newman School 401(k) Retirement Plan401(k) plan2024411$33.2M$80,721$2,736$34K
Isidore Newman School Retirement Plan403(b) plan2024127$11.2M$88,193$891$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $10.4M2010: $17.8M2011: $18.0M2012: $20.4M2013: $23.3M2014: $23.8M2015: $22.9M2016: $24.8M2017: $29.0M2018: $27.0M2019: $32.3M2020: $36.3M2021: $41.1M2022: $34.3M2023: $40.4M2024: $44.4M$10.4M$44.4M20092012201620202024
Combined net assets
2009: 3722010: 5892011: 6322012: 5992013: 6862014: 4802015: 4682016: 5032017: 5252018: 5202019: 5062020: 5222021: 5382022: 5562023: 5502024: 53837268653820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242538$44.4M$777K$960K
20232550$40.4M$736K$935K
20222556$34.3M$742K$927K
20212538$41.1M$738K$897K
20202522$36.3M$667K$907K
20192506$32.3M$723K$912K
20182520$27.0M$683K$901K
20172525$29.0M$674K$870K
20162503$24.8M$612K$791K
20152468$22.9M$556K$747K
20142480$23.8M$535K$753K
20132686$23.3M$547K$775K
20122599$20.4M$560K$782K
20112632$18.0M$538K$768K
20102589$17.8M$536K$776K
20091372$10.4M$457K$473K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Voya Retirement Ins. and Ann. Co.Investment advisory (participants); Other services1$20,436
EisnerAmper LLP—1$13,500
Northwestern Mutual Investment—1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Voya Retirement Ins. and Ann. Co.$20K
EisnerAmper LLP$14K
Northwestern Mutual Investment$0

Questions and answers

How many retirement plans does Isidore Newman School have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Isidore Newman School 401(k) Retirement Plan and Isidore Newman School Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Isidore Newman School contribute to its plans?

$776,447 in employer contributions across these plans in their latest plan years, about $2,318 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Voya Retirement Ins. and Ann. Co., EisnerAmper LLP and Northwestern Mutual Investment. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.