Other · DOL Form 5500 · 2022
Icahn Charter School 1 Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 323
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $47,223
- Avg per participant Low balance/head
Official DOL plan name: Icahn Charter School Retirement Savings Plan · Sponsored by Icahn Charter School 1 · New York · Educational Services
$15M in assets, 323 participants
Icahn Charter School 1's Icahn Charter School Retirement Savings Plan reported $15M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,233 in Educational Services (4,024 peers)
Coverage in New York
Icahn Charter School Retirement Savings Plan covers 323 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #2,233
- in Educational Services (4,024 peers)
- -9.2%
- 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.
Icahn Charter School Retirement Savings Plan's outsized position by total assets
Icahn Charter School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,252,923 Top 27% higher than 73% 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
Icahn Charter School Retirement 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. Icahn Charter School Retirement Savings Plan sits mid-pack in the medium band (323 participants).
Plan-year Form 5500 strip
Filing strip 134166657 · Icahn Charter School 1 PY 2022 · Other
Icahn Charter School Retirement Savings Plan · $15M · 323 · 73rd
- EIN $15M
- RANK 323
- PHOTO 73rd
- IND Other
- EOY near Vna of the Treasure Coast 403(b) Plan
- 5500 ind #2233
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 →
Icahn Charter School Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 134166657 |
| Plan Effective Date | 2003-09-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Icahn Charter School 1)
Sponsor-wide plan assets over time
All Icahn Charter School 1 plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 43.876567134050305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $15M |
| 2023 | 1 | 338 | $19M |
| 2024 | 1 | 330 | $22M |
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
Icahn Charter School Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Vna of the Treasure Coast 403(b) Plan in FL ($15M); by covered participants it is Holy Angels, Inc. 403(b) Retirement Savings Plan in NC (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Holy Angels, Inc. 403(b) Retirement Savings Plan (NC) 323 · 0 off
- Pingry Corporation 401(k) Defined Contribution Plan (NJ) 323 · 0 off
- Nichols College 403b Plan (MA) 323 · 0 off
- Gift of Hope Organ & Tissue Donor Network 403(b) Plan (IL) 324 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.