Other · DOL Form 5500 · 2022
Expanded Schools, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $121,082
- Avg per participant Near avg balance/head
Official DOL plan name: Expanded Schools Retirement Plan · Sponsored by Expanded Schools, Inc. · New York · Healthcare & Social Assistance
$5M in assets, 43 participants
Expanded Schools, Inc.'s Expanded Schools Retirement Plan reported $5M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #11,461 in Healthcare & Social Assistance (20,060 peers)
Expanded Schools, Inc. multi-year trail
Expanded Schools, Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Expanded Schools Retirement Plan at $5M / 43 participants.
- #11,461
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $822K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Expanded Schools Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Expanded Schools Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,206,505 Top 49% higher than 51% 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
Expanded Schools Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expanded Schools Retirement Plan is a small filing (43 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 134004600 · Expanded Schools, Inc. PY 2022 · Other
Expanded Schools Retirement Plan · $5M · 43 · 51st
- PART $5M
- TYPE 43
- NET 51st
- BOOK Other
- VS-ST near The Norton Simon Museum 403(b) Plan
- BOY ind #11461
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Expanded Schools Retirement Plan in the asset neighbourhood
Expanded Schools, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Expanded Schools, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 44.142318119352616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $5M |
| 2023 | 1 | 51 | $6M |
| 2024 | 1 | 49 | $8M |
Expanded Schools, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$822K |
| Employer EIN | 134004600 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
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
Expanded Schools Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Norton Simon Museum 403(b) Plan in CA ($5M); by covered participants it is Xpress Recycling, Inc. Employee Benefit Plan in LA (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.