Other · DOL Form 5500 · 2022

West Side Montessori School Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
90
Participants Small participant base
58th
Percentile by assets National rank
$80,070
Avg per participant Below avg balance/head
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Official DOL plan name: West Side Montessori School 403(b) DC Plan · Sponsored by West Side Montessori School · New York · Educational Services

$7M in assets, 90 participants

West Side Montessori School's West Side Montessori School 403(b) DC Plan reported $7M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,676 in Educational Services (4,024 peers)

West Side Montessori School multi-year trail

West Side Montessori School's plans moved +50.2% in assets from 2022 to 2024; this filing shows West Side Montessori School 403(b) DC Plan at $7M / 90 participants.

#1,676
in Educational Services (4,024 peers)
-24.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Side Montessori School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

West Side Montessori School 403(b) DC Plan vs every filed plan by assets

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

$7,206,260 Top 42% higher than 58% 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

West Side Montessori School 403(b) DC 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. West Side Montessori School 403(b) DC Plan is a small filing (90 participants) on this national headcount ladder.

DOL schedule card

Filing strip 131992185 · West Side Montessori School PY 2022 · Other

West Side Montessori School 403(b) DC Plan · $7M · 90 · 58th

  • RANK $7M
  • RANK 90
  • RANK 58th
  • RANK Other
  • RANK near 403(b) Thrift Plan of Carestl Health
  • RANK ind #1676

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 →

West Side Montessori School 403(b) DC Plan in the asset neighbourhood

West Side Montessori School 403(b) DC PlanWest Side Montessori School …$7MHolyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement PlanHolyoke Chicopee Springfield…$7MMid-State Health Center Retirement Savings PlanMid-State Health Center Reti…$7M403(b) Thrift Plan for 1st Choice Healthcare, Inc.403(b) Thrift Plan for 1st C…$7M403(b) Thrift Plan of Carestl Health403(b) Thrift Plan of Carest…$7M
End-of-year total assets ($M) among West Side Montessori School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

West Side Montessori School multi-year asset trail

Sponsor-wide plan assets over time

All West Side Montessori School plans reported in each filing year

Latest sponsor-wide plan assets
$11M 50.1505496609892% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.21M $10.8M ▲ +50.1%
Year Plans Participants Total Assets
2022 1 90 $7M
2023 1 76 $9M
2024 1 79 $11M

West Side Montessori School filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN131992185
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

West Side Montessori School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants West Side Montessori School 403(b) DC Plan, Total assets ($B): 0.00720626 · Participants: 90West Side Montessori School 403(b) DC PlanNorthwell 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
West Side Montessori School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

West Side Montessori School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Carestl Health in MO ($7M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (90 participants). Same-state nearby plans are listed separately above.

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 West Side Montessori School 403(b) DC Plan assets move in 2022?
West Side Montessori School 403(b) DC Plan declined sharply - down 24.7% during 2022, from $10M to $7M. Reported net income was -$2M.
How have West Side Montessori School plan assets changed over time?
Across 3 plan years on file (2022-2024), West Side Montessori School's sponsor-wide assets grew 50.2%, from $7M to $11M.
Which Other plans are similar in size to West Side Montessori School 403(b) DC Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Carestl Health in MO ($7M, 297 participants).
Which Other plans cover a similar participant headcount to West Side Montessori School 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is The College Preparatory School 403(b) Defined Contribution Plan in CA (90 participants, $40M in assets).