Other · DOL Form 5500 · 2022
Friends Academy Retirement Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $284,738
- Avg per participant High balance/head
Official DOL plan name: Friends Academy Defined Contribution Retirement Plan · Sponsored by Friends Academy · New York · Educational Services
$54M in assets, 188 participants
Friends Academy's Friends Academy Defined Contribution Retirement Plan reported $54M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,174 in Educational Services (4,024 peers)
Coverage in New York
Friends Academy Defined Contribution Retirement Plan covers 188 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $54M.
- #3,174
- in Educational Services (4,024 peers)
- -13.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Friends Academy Defined Contribution Retirement Plan's outsized position by total assets
Friends Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,530,728 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Friends Academy Defined Contribution Retirement 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. Friends Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (188 participants).
Plan-year Form 5500 strip
Filing strip 111633485 · Friends Academy PY 2022 · Other
Friends Academy Defined Contribution Retirement Plan · $54M · 188 · 89th
- VS-ST $54M
- VS-ST 188
- VS-ST 89th
- VS-ST Other
- VS-ST near NECA-IBEW Local Union 1701 Pension Benefit Trust Fund
- VS-ST ind #3174
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 →
Friends Academy Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$9M |
| Employer EIN | 111633485 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Friends Academy)
Sponsor-wide plan assets over time
All Friends Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 21.387125540306496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $54M |
| 2023 | 1 | 209 | $60M |
| 2024 | 1 | 198 | $65M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Friends Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is NECA-IBEW Local Union 1701 Pension Benefit Trust Fund in MI ($54M); by covered participants it is Shorecrest Preparatory School 403(b) DC Plan in FL (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- NECA-IBEW Local Union 1701 Pension Benefit Trust Fund (MI) $54M · 428
- St. George's School Defined Contribution Retirement Plan (RI) $54M · 189
- Regis College DC Retirement Plan (MA) $54M · 396
- Winsor School 403b Plan (MA) $53M · 141
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Shorecrest Preparatory School 403(b) DC Plan (FL) 188 · 0 off
- The Haverford School 403(b) Plan (PA) 188 · 0 off
- The Seven Hills School Retirement Plan (OH) 188 · 0 off
- Calais Community Hospital Tax Sheltered Annuity Plan (ME) 188 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.