Other · DOL Form 5500 · 2022

Capital Milestones Child Care Retirement Plan

Data updated 2026-08-25

$311K
Total assets Small plan by assets
15
Participants Small participant base
14th
Percentile by assets National rank
$20,758
Avg per participant Low balance/head
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Official DOL plan name: Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan · Sponsored by Capital Milestones Child Care · New York · Healthcare & Social Assistance

$311K in assets, 15 participants

Capital Milestones Child Care's Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan reported $311K in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,027 in Healthcare & Social Assistance (20,060 peers)

Capital Milestones Child Care multi-year trail

Capital Milestones Child Care's plans moved -20.8% in assets from 2022 to 2024; this filing shows Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan at $311K / 15 participants.

#2,027
in Healthcare & Social Assistance (20,060 peers)
-17.5%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan among the smaller filed plans by assets

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan vs every filed plan by assets

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

$311,373 14th percentile higher than 14% 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

Capital Milestones Child Care 403(b) Tax Deferred Annuity 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. Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 141645413 · Capital Milestones Child Care PY 2022 · Other

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan · $311K · 15 · 14th

  • PCT $311K
  • PCT 15
  • PCT 14th
  • PCT Other
  • PCT near Wilkes Day Care Association, Inc.
  • PCT ind #2027

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 →

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan in the asset neighbourhood

Syd's Outpost & Supply Savings and Retirement Plan TrustSyd's Outpost & Supply Savin…$319KCapital Milestones Child Care 403(b) Tax Deferred Annuity PlanCapital Milestones Child Car…$311KWilkes Day Care Association, Inc.Wilkes Day Care Association,…$311KGliac 403(b) Plan$310KUniversity of the Southwest 403(b) Retirement PlanUniversity of the Southwest …$315K
End-of-year total assets ($M) among Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Capital Milestones Child Care multi-year asset trail

Sponsor-wide plan assets over time

All Capital Milestones Child Care plans reported in each filing year

Latest sponsor-wide plan assets
$247K 20.807520240997132% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.31M $0.25M ▼ -19.4%
Year Plans Participants Total Assets
2022 1 15 $311K
2023 1 13 $369K
2024 1 13 $247K

Capital Milestones Child Care filing trail (2022)

Total Assets (Beginning of Year)$377K
Net Assets (End of Year)$311K
Net Income-$66K
Employer EIN141645413
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan, Total assets ($B): 0.000311373 · Participants: 15Capital Milestones Child Care 403(b) Tax Deferred Annuity 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
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan side-by-side with 3 peers →

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Wilkes Day Care Association, Inc. in NC ($311K); by covered participants it is 10/33 Ambulance Service 403(b) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($311K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan assets move in 2022? ▼
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan declined sharply - down 17.5% during 2022, from $377K to $311K. Reported net income was -$66K.
How have Capital Milestones Child Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Milestones Child Care's sponsor-wide assets declined 20.8%, from $311K to $247K.
Where does Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Wilkes Day Care Association, Inc. in NC ($311K, 1 participant).
Which Other plans cover a similar participant headcount to Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 10/33 Ambulance Service 403(b) Plan in IL (15 participants, $2K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141645413.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.