Other · DOL Form 5500 · 2022
Allen-Stevenson School Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 118
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $567,403
- Avg per participant High balance/head
Official DOL plan name: Allen-Stevenson School Defined Contribution Retirement Plan · Sponsored by Allen-Stevenson School · New York · Educational Services
$67M in assets, 118 participants
Allen-Stevenson School's Allen-Stevenson School Defined Contribution Retirement Plan reported $67M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #3,295 in Educational Services (4,024 peers)
Coverage in New York
Allen-Stevenson School Defined Contribution Retirement Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $67M.
- #3,295
- in Educational Services (4,024 peers)
- -12.7%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allen-Stevenson School Defined Contribution Retirement Plan's outsized position by total assets
Allen-Stevenson School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,953,564 Top 10% higher than 90% 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
Allen-Stevenson School Defined Contribution Retirement 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. Allen-Stevenson School Defined Contribution Retirement Plan sits mid-pack in the medium band (118 participants).
DOL schedule card
Filing strip 131623878 · Allen-Stevenson School PY 2022 · Other
Allen-Stevenson School Defined Contribution Retirement Plan · $67M · 118 · 90th
- BOY $67M
- SCH 118
- EBSA 90th
- PART Other
- TYPE near Palm Beach Atlantic University 403(b)(7) Plan
- NET ind #3295
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 →
Allen-Stevenson School Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$10M |
| Employer EIN | 131623878 |
| Plan Effective Date | 1950-05-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen-Stevenson School)
Sponsor-wide plan assets over time
All Allen-Stevenson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 18.72420413646688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $67M |
| 2023 | 1 | 115 | $74M |
| 2024 | 1 | 128 | $79M |
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
Allen-Stevenson School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Palm Beach Atlantic University 403(b)(7) Plan in FL ($67M); by covered participants it is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Palm Beach Atlantic University 403(b)(7) Plan (FL) $67M · 1,078
- Oaklawn Tax Sheltered Annuity Plan (MI) $67M · 1,265
- Cranbrook Educational Community Section 403(b) Plan (MI) $67M · 859
- Bellevue University Defined Contribution Retirement Plan (NE) $67M · 2,710
Similar participant headcount
Nearest other-state filings by covered participants (118 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.