Other · DOL Form 5500 · 2022

Little Red School House Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
157
Participants Small participant base
88th
Percentile by assets National rank
$331,672
Avg per participant High balance/head
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Official DOL plan name: Lrei Retirement and Savings Plan · Sponsored by Little Red School House · New York · Educational Services

$52M in assets, 157 participants

Little Red School House's Lrei Retirement and Savings Plan reported $52M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,152 in Educational Services (4,024 peers)

Coverage in New York

Lrei Retirement and Savings Plan covers 157 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $52M.

#3,152
in Educational Services (4,024 peers)
+13.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lrei Retirement and Savings Plan's outsized position by total assets

Lrei Retirement and Savings Plan vs every filed plan by assets

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

$52,072,450 Top 12% higher than 88% 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

Lrei Retirement and Savings 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. Lrei Retirement and Savings Plan sits mid-pack in the medium band (157 participants).

Published 5500 schedule card

Filing strip 135562268 · Little Red School House PY 2022 · Other

Lrei Retirement and Savings Plan · $52M · 157 · 88th

  • BOOK $52M
  • VS-ST 157
  • BOY 88th
  • SCH Other
  • EBSA near Sheltering Arms 403(b) Retirement Plan
  • PART ind #3152

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 →

Lrei Retirement and Savings Plan in the asset neighbourhood

Martin Luther King Jr. Community Hospital 403(b) Retirement PlanMartin Luther King Jr. Commu…$52MAsbury University DC Retirment PlanAsbury University DC Retirme…$52MLrei Retirement and Savings PlanLrei Retirement and Savings …$52MSheltering Arms 403(b) Retirement PlanSheltering Arms 403(b) Retir…$52MTaipei American School Defined Contribution Retirement PlanTaipei American School Defin…$52M
End-of-year total assets ($M) among Lrei Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN135562268
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Little Red School House)

Sponsor-wide plan assets over time

All Little Red School House plans reported in each filing year

Latest sponsor-wide plan assets
$62M 18.602374192111185% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.1M $61.8M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 157 $52M
2023 1 171 $57M
2024 1 167 $62M

Nearby Other Plans in New York

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

Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Lrei Retirement and Savings Plan, Total assets ($B): 0.05207245 · Participants: 157Lrei Retirement and Savings 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
Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Lrei Retirement and Savings Plan side-by-side with 3 peers →

Lrei Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Sheltering Arms 403(b) Retirement Plan in VA ($52M); by covered participants it is Evergreen Homes 403b Plan in PA (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Lrei Retirement and Savings Plan assets move in 2022? ▼
Lrei Retirement and Savings Plan grew at a solid clip - up 13.0% during 2022, from $46M to $52M. Reported net income was $6M.
How have Little Red School House plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Little Red School House's sponsor-wide assets grew 18.6%, from $52M to $62M.
Where does Lrei Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Lrei Retirement and Savings Plan ranks in the 88th 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 Lrei Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Sheltering Arms 403(b) Retirement Plan in VA ($52M, 640 participants).
Which Other plans cover a similar participant headcount to Lrei Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Evergreen Homes 403b Plan in PA (157 participants, $4M 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 135562268.

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.