Other · DOL Form 5500 · 2022
Collegiate School Retirement Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 158
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $693,951
- Avg per participant High balance/head
Official DOL plan name: Collegiate School Defined Contribution Retirement Plan · Sponsored by Collegiate School · New York · Educational Services
$110M in assets, 158 participants
Collegiate School's Collegiate School Defined Contribution Retirement Plan reported $110M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,532 in Educational Services (4,024 peers)
Coverage in New York
Collegiate School Defined Contribution Retirement Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $110M.
- #3,532
- in Educational Services (4,024 peers)
- -14.3%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Collegiate School Defined Contribution Retirement Plan's outsized position by total assets
Collegiate School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$109,644,235 Top 7% higher than 93% 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
Collegiate 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. Collegiate School Defined Contribution Retirement Plan sits mid-pack in the medium band (158 participants).
EBSA filing schedule strip
Filing strip 131634966 · Collegiate School PY 2022 · Other
Collegiate School Defined Contribution Retirement Plan · $110M · 158 · 93rd
- PHOTO $110M
- PHOTO 158
- PHOTO 93rd
- PHOTO Other
- PHOTO near The University of Findlay Defined Contribution Retirement Plan
- PHOTO ind #3532
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 →
Collegiate School Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | -$18M |
| Employer EIN | 131634966 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Collegiate School)
Sponsor-wide plan assets over time
All Collegiate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 23.82706487030531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $110M |
| 2023 | 1 | 156 | $121M |
| 2024 | 1 | 170 | $136M |
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
Collegiate School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The University of Findlay Defined Contribution Retirement Plan in OH ($110M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 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.