Other · DOL Form 5500 · 2022

Zeta Charter Schools, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
216
Participants Below avg headcount
47th
Percentile by assets National rank
$19,179
Avg per participant Low balance/head
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Official DOL plan name: Zeta Charter Schools 403(b) Plan · Sponsored by Zeta Charter Schools, Inc. · New York · Educational Services

$4M in assets, 216 participants

Zeta Charter Schools, Inc.'s Zeta Charter Schools 403(b) Plan reported $4M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,310 in Educational Services (4,024 peers)

Coverage in New York

Zeta Charter Schools 403(b) Plan covers 216 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $4M.

#1,310
in Educational Services (4,024 peers)
+60.9%
assets growth YoY

Zeta Charter Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Zeta Charter Schools 403(b) Plan vs every filed plan by assets

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

$4,142,761 47th percentile higher than 47% 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

Zeta Charter Schools 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. Zeta Charter Schools 403(b) Plan sits mid-pack in the medium band (216 participants).

Plan-year Form 5500 strip

Filing strip 821888771 · Zeta Charter Schools, Inc. PY 2022 · Other

Zeta Charter Schools 403(b) Plan · $4M · 216 · 47th

  • PART $4M
  • PART 216
  • PART 47th
  • PART Other
  • PART near Aztec Shops, Ltd. Retirement Plan
  • PART ind #1310

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 →

Zeta Charter Schools 403(b) Plan in the asset neighbourhood

Zeta Charter Schools 403(b) PlanZeta Charter Schools 403(b) …$4MAztec Shops, Ltd. Retirement PlanAztec Shops, Ltd. Retirement…$4MNaf 403(b) Plan$4MMacon Community Hospital 403b PlanMacon Community Hospital 403…$4MGrand View Care Center Inc. 403(b) PlanGrand View Care Center Inc. …$4M
End-of-year total assets ($M) among Zeta Charter Schools 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)$4M
Net Income$2M
Employer EIN821888771
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zeta Charter Schools, Inc.)

Sponsor-wide plan assets over time

All Zeta Charter Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 135.87385321045554% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.14M $9.77M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 216 $4M
2023 1 292 $7M
2024 1 377 $10M

Nearby Other Plans in New York

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

Zeta Charter Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Zeta Charter Schools 403(b) Plan, Total assets ($B): 0.004142761 · Participants: 216Zeta Charter Schools 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
Zeta Charter Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Zeta Charter Schools 403(b) Plan side-by-side with 3 peers →

Zeta Charter Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Aztec Shops, Ltd. Retirement Plan in CA ($4M); by covered participants it is Charlotte Christian School Retirement Plan in NC (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Zeta Charter Schools 403(b) Plan assets move in 2022? ▼
Zeta Charter Schools 403(b) Plan surged - up 60.9% during 2022, from $3M to $4M. Reported net income was $2M.
How have Zeta Charter Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Charter Schools, Inc.'s sponsor-wide assets grew 135.9%, from $4M to $10M.
Which Other plans are similar in size to Zeta Charter Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Aztec Shops, Ltd. Retirement Plan in CA ($4M, 178 participants).
Which Other plans cover a similar participant headcount to Zeta Charter Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Charlotte Christian School Retirement Plan in NC (216 participants, $17M 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 821888771.

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.