Money Purchase · DOL Form 5500 · 2022

The Waldorf School of Garden City Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
59
Participants Small participant base
53rd
Percentile by assets National rank
$94,155
Avg per participant Below avg balance/head
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Official DOL plan name: Waldorf School of Garden City Money Purchase Pension Plan · Sponsored by The Waldorf School of Garden City · New York · Educational Services

$6M in assets, 59 participants

The Waldorf School of Garden City's Waldorf School of Garden City Money Purchase Pension Plan reported $6M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,496 in Educational Services (4,024 peers)

The Waldorf School of Garden City multi-year trail

The Waldorf School of Garden City's plans moved +17.9% in assets from 2022 to 2024; this filing shows Waldorf School of Garden City Money Purchase Pension Plan at $6M / 59 participants.

#1,496
in Educational Services (4,024 peers)
+10.5%
assets growth YoY

Waldorf School of Garden City Money Purchase Pension Plan's mid-pack asset rank among Educational Services and all filers

Waldorf School of Garden City Money Purchase Pension Plan vs every filed plan by assets

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

$5,555,139 Top 47% higher than 53% 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

Waldorf School of Garden City Money Purchase Pension 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. Waldorf School of Garden City Money Purchase Pension Plan is a small filing (59 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 111855654 · The Waldorf School of Garden City PY 2022 · Money Purchase

Waldorf School of Garden City Money Purchase Pension Plan · $6M · 59 · 53rd

  • 5500 $6M
  • ASSETS 59
  • PCT 53rd
  • EIN Money Purchase
  • RANK near Einhorn Associates, Inc Retirement Plan
  • PHOTO ind #1496

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 →

Waldorf School of Garden City Money Purchase Pension Plan in the asset neighbourhood

Waldorf School of Garden City Money Purchase Pension PlanWaldorf School of Garden Cit…$6MEinhorn Associates, Inc Retirement PlanEinhorn Associates, Inc Reti…$6MWilliam W. Motley Dds Psp$6MTeamsters Local 777 Severance and Retirement PlanTeamsters Local 777 Severanc…$6MRetirement Plan for Classified Employees of Board of Trustees of Beloit CollegeRetirement Plan for Classifi…$6M
End-of-year total assets ($M) among Waldorf School of Garden City Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

The Waldorf School of Garden City multi-year asset trail

Sponsor-wide plan assets over time

All The Waldorf School of Garden City plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.893215633308184% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.56M $6.55M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 59 $6M
2023 1 70 $6M
2024 1 76 $7M

The Waldorf School of Garden City filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$526K
Employer EIN111855654
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Waldorf School of Garden City Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Waldorf School of Garden City Money Purchase Pension Plan, Total assets ($B): 0.005555139 · Participants: 59Waldorf School of Garden City Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Waldorf School of Garden City Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Waldorf School of Garden City Money Purchase Pension Plan side-by-side with 3 peers →

Waldorf School of Garden City Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Einhorn Associates, Inc Retirement Plan in WI ($6M); by covered participants it is Pioneer Telephone Cooperative, Inc. Non-Qualified in OK (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Waldorf School of Garden City Money Purchase Pension Plan assets move in 2022? ▼
Waldorf School of Garden City Money Purchase Pension Plan grew at a solid clip - up 10.5% during 2022, from $5M to $6M. Reported net income was $526K.
How have The Waldorf School of Garden City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Waldorf School of Garden City's sponsor-wide assets grew 17.9%, from $6M to $7M.
Which Money Purchase plans are similar in size to Waldorf School of Garden City Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Einhorn Associates, Inc Retirement Plan in WI ($6M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Waldorf School of Garden City Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pioneer Telephone Cooperative, Inc. Non-Qualified in OK (59 participants, $853K 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 111855654.

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.