401(k) · DOL Form 5500 · 2022

Classical Charter Schools 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
241
Participants Below avg headcount
64th
Percentile by assets National rank
$39,830
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Classical Charter School 401(k) Plan · Sponsored by Classical Charter Schools · New York · Educational Services

$10M in assets, 241 participants

Classical Charter Schools's Classical Charter School 401(k) Plan reported $10M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,893 in Educational Services (4,024 peers)

Coverage in New York

Classical Charter School 401(k) Plan covers 241 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $10M.

#1,893
in Educational Services (4,024 peers)
-8.7%
assets change YoY

The plan reported a net loss of $920K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Classical Charter School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Classical Charter School 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,599,039 Top 36% higher than 64% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Classical Charter School 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Classical Charter School 401(k) Plan sits mid-pack in the medium band (241 participants).

DOL schedule card

Filing strip 460625647 · Classical Charter Schools PY 2022 · 401(k)

Classical Charter School 401(k) Plan · $10M · 241 · 64th

  • IND $10M
  • IND 241
  • IND 64th
  • IND 401(k)
  • IND near Chownow 401(k) Plan
  • IND ind #1893

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

Classical Charter School 401(k) Plan in the asset neighbourhood

Classical Charter School 401(k) PlanClassical Charter School 401…$10MChownow 401(k) Plan$10MAps Medical Billing Savings PlanAps Medical Billing Savings …$10MTj Hale Company 401(k) Savings PlanTj Hale Company 401(k) Savin…$10MVictory Solutions, Inc. 401(k) PlanVictory Solutions, Inc. 401(…$10M
End-of-year total assets ($M) among Classical Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$920K
Employer EIN460625647
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Classical Charter Schools)

Sponsor-wide plan assets over time

All Classical Charter Schools plans reported in each filing year

Latest sponsor-wide plan assets
$15M 56.00306447343323% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.6M $15M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 241 $10M
2023 1 274 $13M
2024 1 264 $15M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Classical Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Classical Charter School 401(k) Plan, Total assets ($B): 0.009599039 · Participants: 241Classical Charter School 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Classical Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Classical Charter School 401(k) Plan side-by-side with 3 peers →

Classical Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Chownow 401(k) Plan in CA ($10M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Classical Charter School 401(k) Plan assets move in 2022? ▼
Classical Charter School 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $11M to $10M. Reported net income was -$920K.
How have Classical Charter Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Classical Charter Schools's sponsor-wide assets grew 56.0%, from $10M to $15M.
Which 401(k) plans are similar in size to Classical Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chownow 401(k) Plan in CA ($10M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Classical Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460625647.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.