Other · DOL Form 5500 · 2022

Dream Charter School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
184
Participants Below avg headcount
39th
Percentile by assets National rank
$14,844
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dream Charter School 403(b) Plan · Sponsored by Dream Charter School · New York · Educational Services

$3M in assets, 184 participants

Dream Charter School's Dream Charter School 403(b) Plan reported $3M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,069 in Educational Services (4,024 peers)

Coverage in New York

Dream Charter School 403(b) Plan covers 184 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $3M.

#1,069
in Educational Services (4,024 peers)
-12.5%
assets change YoY

The plan reported a net loss of $390K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dream Charter School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Dream Charter School 403(b) Plan vs every filed plan by assets

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

$2,731,288 39th percentile higher than 39% 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

Dream Charter School 403(b) 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. Dream Charter School 403(b) Plan sits mid-pack in the medium band (184 participants).

EBSA filing schedule strip

Filing strip 261841386 · Dream Charter School PY 2022 · Other

Dream Charter School 403(b) Plan · $3M · 184 · 39th

  • BOOK $3M
  • BOOK 184
  • BOOK 39th
  • BOOK Other
  • BOOK near Gateway Community Services Matched Savings Plan
  • BOOK ind #1069

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 →

Dream Charter School 403(b) Plan in the asset neighbourhood

Humboldt Senior Resource Center 403(b) PlanHumboldt Senior Resource Cen…$3MThe Resurrection Project 403b PlanThe Resurrection Project 403…$3MDream Charter School 403(b) PlanDream Charter School 403(b) …$3MGateway Community Services Matched Savings PlanGateway Community Services M…$3MGrace Hospital Savings Plan$3M
End-of-year total assets ($M) among Dream Charter School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$390K
Employer EIN261841386
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dream Charter School)

Sponsor-wide plan assets over time

All Dream Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$4M 64.63130215488077% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.73M $4.5M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 184 $3M
2023 1 211 $4M
2024 1 337 $4M

Nearby Other Plans in New York

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

Dream Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Dream Charter School 403(b) Plan, Total assets ($B): 0.002731288 · Participants: 184Dream Charter School 403(b) 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
Dream Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Dream Charter School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Gateway Community Services Matched Savings Plan in FL ($3M); by covered participants it is Community Legal Services Retirement Plan in PA (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Dream Charter School 403(b) Plan assets move in 2022?
Dream Charter School 403(b) Plan pulled back noticeably - down 12.5% during 2022, from $3M to $3M. Reported net income was -$390K.
How have Dream Charter School plan assets changed over time?
Across 3 plan years on file (2022-2024), Dream Charter School's sponsor-wide assets grew 64.6%, from $3M to $4M.
Which Other plans are similar in size to Dream Charter School 403(b) Plan?
Among Other plans in other states, the closest by assets is Gateway Community Services Matched Savings Plan in FL ($3M, 255 participants).
Which Other plans cover a similar participant headcount to Dream Charter School 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Community Legal Services Retirement Plan in PA (184 participants, $24M in assets).