Other · DOL Form 5500 · 2022
Alcott School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $54,430
- Avg per participant Low balance/head
Official DOL plan name: Alcott School 403(b) Plan · Sponsored by Alcott School · New York · Educational Services
$7M in assets, 126 participants
Alcott School's Alcott School 403(b) Plan reported $7M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #1,642 in Educational Services (4,024 peers)
Coverage in New York
Alcott School 403(b) Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #1,642
- in Educational Services (4,024 peers)
- -21.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alcott School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Alcott School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,858,241 Top 43% higher than 57% 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
Alcott School 403(b) 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. Alcott School 403(b) Plan sits mid-pack in the medium band (126 participants).
Form 5500 schedule snapshot
Filing strip 132939938 · Alcott School PY 2022 · Other
Alcott School 403(b) Plan · $7M · 126 · 57th
- RANK $7M
- RANK 126
- RANK 57th
- RANK Other
- RANK near Jewish Federation of Southern New Jersey 403(b) Plan
- RANK ind #1642
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 →
Alcott School 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 132939938 |
| Plan Effective Date | 1980-08-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alcott School)
Sponsor-wide plan assets over time
All Alcott School plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 27.183325870292396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $7M |
| 2023 | 1 | 149 | $8M |
| 2024 | 1 | 98 | $9M |
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
Alcott School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Jewish Federation of Southern New Jersey 403(b) Plan in NJ ($7M); by covered participants it is Belmont Hill School Defined Contribution Retirement Plan in MA (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- Belmont Hill School Defined Contribution Retirement Plan (MA) 126 · 0 off
- Pathways to Housing DC 403(b) Group Retirement (DC) 126 · 0 off
- Nobis Works, Inc. Retirement Savings Plan (GA) 126 · 0 off
- The Pike School, Inc. Retirement Plan (MA) 126 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.