Other · DOL Form 5500 · 2022
Allen-Stevenson School Retirement Plan
Data updated 2026-08-11
- $67M
- Total assets
- 118
- Participants
- 90th
- Percentile by assets
- $567,403
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $67M
- total plan assets (2022 EOY)
- 118
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $567,403
- avg assets per participant
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.
Where Allen-Stevenson School Defined Contribution Retirement Plan sits 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Allen-Stevenson School Defined Contribution Retirement Plan reports 118 participants - about 15% of that state average ($67M EOY assets).
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)
| 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.
Allen-Stevenson School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Allen-Stevenson School Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Allen-Stevenson School Defined Contribution Retirement Plan assets move in 2022? ▼
How have Allen-Stevenson School plan assets changed over time? ▼
Where does Allen-Stevenson School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Allen-Stevenson School Defined Contribut…
Filing takeaways
Ways to act on Allen-Stevenson School Defined Contribution Retirement Plan's numbers.
- By total assets, Allen-Stevenson School Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Allen-Stevenson School's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Educational Services plans