401(k) · DOL Form 5500 · 2022

Equality Charter School 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
120
Participants Small participant base
58th
Percentile by assets National rank
$59,730
Avg per participant Low balance/head
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Official DOL plan name: Equality Charter School 401(k) Retirement Plan · Sponsored by Equality Charter School · New York · Educational Services

$7M in assets, 120 participants

Equality Charter School's Equality Charter School 401(k) Retirement Plan reported $7M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,670 in Educational Services (4,024 peers)

Coverage in New York

Equality Charter School 401(k) Retirement Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,670
in Educational Services (4,024 peers)
+29.3%
assets growth YoY

Equality Charter School 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Equality Charter School 401(k) Retirement Plan vs every filed plan by assets

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

$7,167,590 Top 42% higher than 58% 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

Equality Charter School 401(k) 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. Equality Charter School 401(k) Retirement Plan sits mid-pack in the medium band (120 participants).

EBSA filing schedule strip

Filing strip 800338050 · Equality Charter School PY 2022 · 401(k)

Equality Charter School 401(k) Retirement Plan · $7M · 120 · 58th

  • EBSA $7M
  • EBSA 120
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near F.B. Purnell Sausage Co., Inc. 401(k) Plan
  • EBSA ind #1670

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 →

Equality Charter School 401(k) Retirement Plan in the asset neighbourhood

Equality Charter School 401(k) Retirement PlanEquality Charter School 401(…$7MF.B. Purnell Sausage Co., Inc. 401(k) PlanF.B. Purnell Sausage Co., In…$7MVictory Rd 401(k) Plan$7MAdvanced Supply Chain International 401(k) Profit Sharing Plan and TrustAdvanced Supply Chain Intern…$7MBecklar, LLC 401(k) Plan$7M
End-of-year total assets ($M) among Equality Charter School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN800338050
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equality Charter School)

Sponsor-wide plan assets over time

All Equality Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.01843994982972% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.17M $10.5M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 120 $7M
2023 1 132 $9M
2024 1 132 $11M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Equality Charter School 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Equality Charter School 401(k) Retirement Plan, Total assets ($B): 0.00716759 · Participants: 120Equality Charter School 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Equality Charter School 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Equality Charter School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is F.B. Purnell Sausage Co., Inc. 401(k) Plan in KY ($7M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Equality Charter School 401(k) Retirement Plan assets move in 2022?
Equality Charter School 401(k) Retirement Plan grew sharply - up 29.3% during 2022, from $6M to $7M. Reported net income was $2M.
How have Equality Charter School plan assets changed over time?
Across 3 plan years on file (2022-2024), Equality Charter School's sponsor-wide assets grew 47.0%, from $7M to $11M.
Which 401(k) plans are similar in size to Equality Charter School 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is F.B. Purnell Sausage Co., Inc. 401(k) Plan in KY ($7M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Equality Charter School 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M in assets).