Other · DOL Form 5500 · 2022

Brooklyn Heights Montessori School Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
47
Participants Small participant base
56th
Percentile by assets National rank
$141,133
Avg per participant Near avg balance/head
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Official DOL plan name: Section 403(b) Retirement Plan for Brooklyn Heights Montessori School · Sponsored by Brooklyn Heights Montessori School · New York · Educational Services

$7M in assets, 47 participants

Brooklyn Heights Montessori School's Section 403(b) Retirement Plan for Brooklyn Heights Montessori School reported $7M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,610 in Educational Services (4,024 peers)

Brooklyn Heights Montessori School multi-year trail

Brooklyn Heights Montessori School's plans moved +28.5% in assets from 2022 to 2024; this filing shows Section 403(b) Retirement Plan for Brooklyn Heights Montessori School at $7M / 47 participants.

#1,610
in Educational Services (4,024 peers)
-10.5%
assets change YoY

The plan reported a net loss of $782K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School's mid-pack asset rank among Educational Services and all filers

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School vs every filed plan by assets

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

$6,633,266 Top 44% higher than 56% 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

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Section 403(b) Retirement Plan for Brooklyn Heights Montessori School is a small filing (47 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 116044329 · Brooklyn Heights Montessori School PY 2022 · Other

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School · $7M · 47 · 56th

  • TYPE $7M
  • NET 47
  • BOOK 56th
  • VS-ST Other
  • BOY near Bread for the City, Inc. 403(b) Plan
  • SCH ind #1610

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 →

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School in the asset neighbourhood

Frederica Academy 403(b) DC PlanFrederica Academy 403(b) DC …$7M403b Thrift Plan of Planned Parenthood of Michigan403b Thrift Plan of Planned …$7MSection 403(b) Retirement Plan for Brooklyn Heights Montessori SchoolSection 403(b) Retirement Pl…$7MBread for the City, Inc. 403(b) PlanBread for the City, Inc. 403…$7MTown and Country Retirement PlanTown and Country Retirement …$7M
End-of-year total assets ($M) among Section 403(b) Retirement Plan for Brooklyn Heights Montessori School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Brooklyn Heights Montessori School multi-year asset trail

Sponsor-wide plan assets over time

All Brooklyn Heights Montessori School plans reported in each filing year

Latest sponsor-wide plan assets
$9M 28.494183709804492% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.63M $8.52M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 47 $7M
2023 1 55 $7M
2024 1 61 $9M

Brooklyn Heights Montessori School filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$782K
Employer EIN116044329
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Section 403(b) Retirement Plan for Brooklyn Heights Montessori School, Total assets ($B): 0.006633266 · Participants: 47Section 403(b) Retirement Plan for Brooklyn Heights Montessori SchoolNorthwell 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
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School vs. nearby Other plans in New York, assets vs. participants
Compare Section 403(b) Retirement Plan for Brooklyn Heights Montessori School side-by-side with 3 peers →

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bread for the City, Inc. 403(b) Plan in DC ($7M); by covered participants it is Institute for Supply Management 403(b) Tda Plan in AZ (47 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 (47 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 Section 403(b) Retirement Plan for Brooklyn Heights Montessori School assets move in 2022? ▼
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School pulled back noticeably - down 10.5% during 2022, from $7M to $7M. Reported net income was -$782K.
How have Brooklyn Heights Montessori School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooklyn Heights Montessori School's sponsor-wide assets grew 28.5%, from $7M to $9M.
Which Other plans are similar in size to Section 403(b) Retirement Plan for Brooklyn Heights Montessori School? ▼
Among Other plans in other states, the closest by assets is Bread for the City, Inc. 403(b) Plan in DC ($7M, 145 participants).
Which Other plans cover a similar participant headcount to Section 403(b) Retirement Plan for Brooklyn Heights Montessori School? ▼
Among Other plans in other states, the closest by covered participants is Institute for Supply Management 403(b) Tda Plan in AZ (47 participants, $10M 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 116044329.

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.