Other · DOL Form 5500 · 2022

Scope Education Services Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,521
Participants Near avg headcount
55th
Percentile by assets National rank
$4,066
Avg per participant Low balance/head
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Official DOL plan name: Tax-Deferred Annuity Plan for Scope Education Services · Sponsored by Scope Education Services · New York · Educational Services

$6M in assets, 1,521 participants

Scope Education Services's Tax-Deferred Annuity Plan for Scope Education Services reported $6M in total assets and 1,521 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,562 in Educational Services (4,024 peers)

Scope Education Services multi-year trail

Scope Education Services's plans moved +41.2% in assets from 2022 to 2024; this filing shows Tax-Deferred Annuity Plan for Scope Education Services at $6M / 1,521 participants.

#1,562
in Educational Services (4,024 peers)
-5.5%
assets change YoY

The plan reported a net loss of $358K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax-Deferred Annuity Plan for Scope Education Services's mid-pack asset rank among Educational Services and all filers

Tax-Deferred Annuity Plan for Scope Education Services vs every filed plan by assets

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

$6,184,898 Top 45% higher than 55% 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

Tax-Deferred Annuity Plan for Scope Education Services's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax-Deferred Annuity Plan for Scope Education Services lands in the large band (1,521 participants).

DOL schedule card

Filing strip 112073576 · Scope Education Services PY 2022 · Other

Tax-Deferred Annuity Plan for Scope Education Services · $6M · 1,521 · 55th

  • 5500 $6M
  • ASSETS 1,521
  • PCT 55th
  • EIN Other
  • RANK near Guardian Angels 403b Retirement Plan
  • PHOTO ind #1562

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 →

Tax-Deferred Annuity Plan for Scope Education Services in the asset neighbourhood

Guardian Angels 403b Retirement PlanGuardian Angels 403b Retirem…$6M403(b) Thrift Plan of Gateway Community Health Center, Inc.403(b) Thrift Plan of Gatewa…$6MTax-Deferred Annuity Plan for Scope Education ServicesTax-Deferred Annuity Plan fo…$6MGlenmeadow, Inc. 403(b) Retirement PlanGlenmeadow, Inc. 403(b) Reti…$6MJewish Family and Children's Service of Minneapolis 401(k) Profit Sharing PlanJewish Family and Children's…$6M
End-of-year total assets ($M) among Tax-Deferred Annuity Plan for Scope Education Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scope Education Services multi-year asset trail

Sponsor-wide plan assets over time

All Scope Education Services plans reported in each filing year

Latest sponsor-wide plan assets
$17M 41.234813494372574% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.4M ▲ +41.3%
Year Plans Participants Total Assets
2022 2 1,869 $12M
2023 2 2,657 $15M
2024 2 2,946 $17M

Scope Education Services filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$358K
Employer EIN112073576
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Tax-Deferred Annuity Plan for Scope Education Services vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Tax-Deferred Annuity Plan for Scope Education Services, Total assets ($B): 0.006184898 · Participants: 1521Tax-Deferred Annuity Plan for Scope Education ServicesNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Tax-Deferred Annuity Plan for Scope Education Services vs. nearby Other plans in New York, assets vs. participants

Tax-Deferred Annuity Plan for Scope Education Services's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Guardian Angels 403b Retirement Plan in MN ($6M); by covered participants it is Firelands Regional Medical Center 403(b) Plan in OH (1,519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,521 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 Tax-Deferred Annuity Plan for Scope Education Services assets move in 2022?
Tax-Deferred Annuity Plan for Scope Education Services pulled back noticeably - down 5.5% during 2022, from $7M to $6M. Reported net income was -$358K.
How have Scope Education Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Scope Education Services's sponsor-wide assets grew 41.2%, from $12M to $17M.
Which Other plans are similar in size to Tax-Deferred Annuity Plan for Scope Education Services?
Among Other plans in other states, the closest by assets is Guardian Angels 403b Retirement Plan in MN ($6M, 432 participants).
Which Other plans cover a similar participant headcount to Tax-Deferred Annuity Plan for Scope Education Services?
Among Other plans in other states, the closest by covered participants is Firelands Regional Medical Center 403(b) Plan in OH (1,519 participants, $51M in assets).