Other · DOL Form 5500 · 2022
Trevor Day School Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 180
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $323,762
- Avg per participant High balance/head
Official DOL plan name: Trevor Day School Retirement and Savings Plan · Sponsored by Trevor Day School · New York · Educational Services
$58M in assets, 180 participants
Trevor Day School's Trevor Day School Retirement and Savings Plan reported $58M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,221 in Educational Services (4,024 peers)
Coverage in New York
Trevor Day School Retirement and Savings Plan covers 180 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $58M.
- #3,221
- in Educational Services (4,024 peers)
- -10.6%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trevor Day School Retirement and Savings Plan's outsized position by total assets
Trevor Day School Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$58,277,078 Top 11% higher than 89% 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
Trevor Day School Retirement and Savings 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. Trevor Day School Retirement and Savings Plan sits mid-pack in the medium band (180 participants).
Plan-year Form 5500 strip
Filing strip 131635261 · Trevor Day School PY 2022 · Other
Trevor Day School Retirement and Savings Plan · $58M · 180 · 89th
- PHOTO $58M
- IND 180
- EOY 89th
- 5500 Other
- ASSETS near College of the Ozarks Defined Contribution Retirement Plan
- PCT ind #3221
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 →
Trevor Day School Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$7M |
| Employer EIN | 131635261 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trevor Day School)
Sponsor-wide plan assets over time
All Trevor Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 26.32606597056908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $58M |
| 2023 | 1 | 185 | $67M |
| 2024 | 1 | 190 | $74M |
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
Trevor Day School Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is College of the Ozarks Defined Contribution Retirement Plan in MO ($58M); by covered participants it is Hospice of the Good Shepherd, Inc. 403(b) Plan in MA (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- College of the Ozarks Defined Contribution Retirement Plan (MO) $58M · 327
- Carnegie Library of Pittsburgh Retirement Savings Plan (PA) $58M · 299
- American College of Radiology 403(b) Plan (VA) $58M · 543
- University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan (MO) $58M · 265
Similar participant headcount
Nearest other-state filings by covered participants (180 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.