Other · DOL Form 5500 · 2022

The Berkeley Carroll School Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
305
Participants Below avg headcount
89th
Percentile by assets National rank
$188,980
Avg per participant Above avg balance/head
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Official DOL plan name: The Berkeley Carroll School Retirement Plan · Sponsored by The Berkeley Carroll School · New York · Educational Services

$58M in assets, 305 participants

The Berkeley Carroll School's The Berkeley Carroll School Retirement Plan reported $58M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,213 in Educational Services (4,024 peers)

Coverage in New York

The Berkeley Carroll School Retirement Plan covers 305 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $58M.

#3,213
in Educational Services (4,024 peers)
-12.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Berkeley Carroll School Retirement Plan's outsized position by total assets

The Berkeley Carroll School Retirement Plan vs every filed plan by assets

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

$57,638,757 Top 11% higher than 89% 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 Berkeley Carroll School 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. The Berkeley Carroll School Retirement Plan sits mid-pack in the medium band (305 participants).

EBSA filing schedule strip

Filing strip 112611384 · The Berkeley Carroll School PY 2022 · Other

The Berkeley Carroll School Retirement Plan · $58M · 305 · 89th

  • BOOK $58M
  • VS-ST 305
  • BOY 89th
  • SCH Other
  • EBSA near Austin College Retirement Plan
  • PART ind #3213

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 Berkeley Carroll School Retirement Plan in the asset neighbourhood

Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity PlanMassachusetts Society for th…$58MAustin College Retirement PlanAustin College Retirement Pl…$58MThe Berkeley Carroll School Retirement PlanThe Berkeley Carroll School …$58MUniversity of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$57MViewpoint Educational Foundation 403(b)Viewpoint Educational Founda…$57M
End-of-year total assets ($M) among The Berkeley Carroll School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$58M
Net Income-$8M
Employer EIN112611384
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Berkeley Carroll School)

Sponsor-wide plan assets over time

All The Berkeley Carroll School plans reported in each filing year

Latest sponsor-wide plan assets
$75M 29.615520681682987% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.6M $74.7M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 305 $58M
2023 1 370 $65M
2024 1 370 $75M

Nearby Other Plans in New York

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

The Berkeley Carroll School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Berkeley Carroll School Retirement Plan, Total assets ($B): 0.057638757 · Participants: 305The Berkeley Carroll School Retirement 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 Berkeley Carroll School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Berkeley Carroll School Retirement Plan side-by-side with 3 peers →

The Berkeley Carroll School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Austin College Retirement Plan in TX ($58M); by covered participants it is Villa Esperanza 403(b) Retirement Savings Plan in CA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Berkeley Carroll School Retirement Plan assets move in 2022? ▼
The Berkeley Carroll School Retirement Plan pulled back noticeably - down 12.4% during 2022, from $66M to $58M. Reported net income was -$8M.
How have The Berkeley Carroll School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Berkeley Carroll School's sponsor-wide assets grew 29.6%, from $58M to $75M.
Where does The Berkeley Carroll School Retirement Plan rank by assets among Form 5500 filers? ▼
The Berkeley Carroll School Retirement Plan ranks in the 89th 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 Berkeley Carroll School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Austin College Retirement Plan in TX ($58M, 310 participants).
Which Other plans cover a similar participant headcount to The Berkeley Carroll School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Villa Esperanza 403(b) Retirement Savings Plan in CA (305 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 112611384.

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.