Other · DOL Form 5500 · 2022

The Masters School Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
281
Participants Below avg headcount
88th
Percentile by assets National rank
$169,836
Avg per participant Above avg balance/head
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Official DOL plan name: The Masters School 403(b) DC Plan · Sponsored by The Masters School · New York · Educational Services

$48M in assets, 281 participants

The Masters School's The Masters School 403(b) DC Plan reported $48M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,099 in Educational Services (4,024 peers)

Coverage in New York

The Masters School 403(b) DC Plan covers 281 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $48M.

#3,099
in Educational Services (4,024 peers)
-10.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Masters School 403(b) DC Plan's outsized position by total assets

The Masters School 403(b) DC Plan vs every filed plan by assets

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

$47,723,926 Top 12% higher than 88% 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

The Masters School 403(b) DC 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. The Masters School 403(b) DC Plan sits mid-pack in the medium band (281 participants).

Plan-year Form 5500 strip

Filing strip 131740472 · The Masters School PY 2022 · Other

The Masters School 403(b) DC Plan · $48M · 281 · 88th

  • TYPE $48M
  • NET 281
  • BOOK 88th
  • VS-ST Other
  • BOY near Cherokee Health Systems, Inc. Tax Deferred Retirement Plan
  • SCH ind #3099

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 →

The Masters School 403(b) DC Plan in the asset neighbourhood

Wilmington College Defined Contribution Retirement PlanWilmington College Defined C…$48MCherokee Health Systems, Inc. Tax Deferred Retirement PlanCherokee Health Systems, Inc…$48MThe Masters School 403(b) DC PlanThe Masters School 403(b) DC…$48MColby-Sawyer College DC Retirement PlanColby-Sawyer College DC Reti…$48MThird Sector New England, Inc. 403b DC PlanThird Sector New England, In…$48M
End-of-year total assets ($M) among The Masters School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$48M
Net Income-$6M
Employer EIN131740472
Plan Effective Date1924-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Masters School)

Sponsor-wide plan assets over time

All The Masters School plans reported in each filing year

Latest sponsor-wide plan assets
$63M 32.4796476299959% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.7M $63.2M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 281 $48M
2023 1 252 $55M
2024 1 244 $63M

Nearby Other Plans in New York

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

The Masters School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Masters School 403(b) DC Plan, Total assets ($B): 0.047723926 · Participants: 281The Masters School 403(b) DC 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
The Masters School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Masters School 403(b) DC Plan side-by-side with 3 peers →

The Masters School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Cherokee Health Systems, Inc. Tax Deferred Retirement Plan in TN ($48M); by covered participants it is South Peninsula Hospital 403(b) Plan for Union Employees in AK (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 The Masters School 403(b) DC Plan assets move in 2022? ▼
The Masters School 403(b) DC Plan pulled back noticeably - down 10.6% during 2022, from $53M to $48M. Reported net income was -$6M.
How have The Masters School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Masters School's sponsor-wide assets grew 32.5%, from $48M to $63M.
Where does The Masters School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Masters School 403(b) DC Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Masters School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Cherokee Health Systems, Inc. Tax Deferred Retirement Plan in TN ($48M, 658 participants).
Which Other plans cover a similar participant headcount to The Masters School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is South Peninsula Hospital 403(b) Plan for Union Employees in AK (281 participants, $5M 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 131740472.

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.