Profit Sharing · DOL Form 5500 · 2022
The Lowell School Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $32,962
- Avg per participant Low balance/head
Official DOL plan name: The Lowell School Defined Contribution Retirement Plan · Sponsored by The Lowell School · New York · Educational Services
$3M in assets, 77 participants
The Lowell School's The Lowell School Defined Contribution Retirement Plan reported $3M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #1,032 in Educational Services (4,024 peers)
The Lowell School multi-year trail
The Lowell School's plans moved +14.8% in assets from 2022 to 2024; this filing shows The Lowell School Defined Contribution Retirement Plan at $3M / 77 participants.
- #1,032
- in Educational Services (4,024 peers)
- +15.8%
- assets growth YoY
The Lowell School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Lowell School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,538,043 37th percentile higher than 37% 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
The Lowell School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lowell School Defined Contribution Retirement Plan is a small filing (77 participants) on this national headcount ladder.
DOL schedule card
Filing strip 113120337 · The Lowell School PY 2022 · Profit Sharing
The Lowell School Defined Contribution Retirement Plan · $3M · 77 · 37th
- EOY $3M
- 5500 77
- ASSETS 37th
- PCT Profit Sharing
- EIN near Rdt Profit Sharing Plan
- RANK ind #1032
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 Lowell School Defined Contribution Retirement Plan in the asset neighbourhood
The Lowell School multi-year asset trail
Sponsor-wide plan assets over time
All The Lowell School plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 14.787495720127671% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $3M |
| 2023 | 1 | 86 | $3M |
| 2024 | 1 | 87 | $3M |
The Lowell School filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $344K |
| Employer EIN | 113120337 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
The Lowell School Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Rdt Profit Sharing Plan in VA ($3M); by covered participants it is Crown Mark Inc. Profit Sharing Plan in TX (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Rdt Profit Sharing Plan (VA) $3M · 20
- Semper Fi & America's Fund ERISA 403(b) Plan (VA) $3M · 173
- Bray Inc. Retirement Plan (GA) $3M · 17
- Raul a. Rios Mollineda Retirement Plan (PR) $3M · 3
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Crown Mark Inc. Profit Sharing Plan (TX) 77 · 0 off
- Mi-Ce Inc. Retirement Plan (MI) 77 · 0 off
- American Student Assistance 403(b) Retirement Plan (MA) 77 · 0 off
- Goodworks Inc, Federal Contract Retirement Plan (LA) 77 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.