Other · DOL Form 5500 · 2022

Doctor Richard Izquierdo Health and Science Charter School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
106
Participants Small participant base
43rd
Percentile by assets National rank
$31,924
Avg per participant Low balance/head
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Official DOL plan name: Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan · Sponsored by Doctor Richard Izquierdo Health and Science Charter School · New York · Educational Services

$3M in assets, 106 participants

Doctor Richard Izquierdo Health and Science Charter School's Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan reported $3M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,191 in Educational Services (4,024 peers)

Coverage in New York

Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $3M.

#1,191
in Educational Services (4,024 peers)
+20.1%
assets growth YoY

Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan vs every filed plan by assets

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

$3,383,940 43rd percentile higher than 43% 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

Dr. Richard Izquierdo Health and Science Charter 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. Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan sits mid-pack in the medium band (106 participants).

DOL schedule card

Filing strip 271766995 · Doctor Richard Izquierdo Health and Science Charter School PY 2022 · Other

Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan · $3M · 106 · 43rd

  • VS-ST $3M
  • VS-ST 106
  • VS-ST 43rd
  • VS-ST Other
  • VS-ST near Dental Center of Nortwest Ohio 403(b) Retirement Plan
  • VS-ST ind #1191

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 →

Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan in the asset neighbourhood

Dental Center of Nortwest Ohio 403(b) Retirement PlanDental Center of Nortwest Oh…$3MDr. Richard Izquierdo Health and Science Charter School 403(b) PlanDr. Richard Izquierdo Health…$3MWellan Montessori School 403(b) PlanWellan Montessori School 403…$3M403(b) Thrift Plan of Ashtabula County Community Action Agency403(b) Thrift Plan of Ashtab…$3M403(b) Thrift Plan of Our Lady of the Wayside, Inc.403(b) Thrift Plan of Our La…$3M
End-of-year total assets ($M) among Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$567K
Employer EIN271766995
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doctor Richard Izquierdo Health and Science Charter School)

Sponsor-wide plan assets over time

All Doctor Richard Izquierdo Health and Science Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.183584815333603% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.38M $4.03M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 106 $3M
2023 1 128 $4M
2024 1 110 $4M

Nearby Other Plans in New York

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

Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan, Total assets ($B): 0.00338394 · Participants: 106Dr. Richard Izquierdo Health and Science Charter School 403(b) 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
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH ($3M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (106 participants). Same-state nearby plans are listed separately above.

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 Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan assets move in 2022?
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan grew sharply - up 20.1% during 2022, from $3M to $3M. Reported net income was $567K.
How have Doctor Richard Izquierdo Health and Science Charter School plan assets changed over time?
Across 3 plan years on file (2022-2024), Doctor Richard Izquierdo Health and Science Charter School's sponsor-wide assets grew 19.2%, from $3M to $4M.
Which Other plans are similar in size to Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan?
Among Other plans in other states, the closest by assets is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH ($3M, 87 participants).
Which Other plans cover a similar participant headcount to Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Northpointe Christian School 403(b) Plan in MI (106 participants, $1M in assets).