Defined Benefit (Pension) · DOL Form 5500 · 2022

Roosevelt Children's Academy Charter School Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
125
Participants Small participant base
41st
Percentile by assets National rank
$25,088
Avg per participant Low balance/head
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Official DOL plan name: Roosevelt Children's Academy Charter School Cash Balance Plan · Sponsored by Roosevelt Children's Academy Charter School · New York · Educational Services

$3M in assets, 125 participants

Roosevelt Children's Academy Charter School's Roosevelt Children's Academy Charter School Cash Balance Plan reported $3M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,142 in Educational Services (4,024 peers)

Coverage in New York

Roosevelt Children's Academy Charter School Cash Balance Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $3M.

#1,142
in Educational Services (4,024 peers)
-2.0%
assets change YoY

The plan reported a net loss of $64K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt Children's Academy Charter School Cash Balance Plan's mid-pack asset rank among Educational Services and all filers

Roosevelt Children's Academy Charter School Cash Balance Plan vs every filed plan by assets

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

$3,136,035 41st percentile higher than 41% 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

Roosevelt Children's Academy Charter School Cash Balance 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. Roosevelt Children's Academy Charter School Cash Balance Plan sits mid-pack in the medium band (125 participants).

Plan-year Form 5500 strip

Filing strip 134119998 · Roosevelt Children's Academy Charter School PY 2022 · Defined Benefit (Pension)

Roosevelt Children's Academy Charter School Cash Balance Plan · $3M · 125 · 41st

  • NET $3M
  • BOOK 125
  • VS-ST 41st
  • BOY Defined Benefit (Pension)
  • SCH near Wallpaper Imports Inc. Cash Balance Plan
  • EBSA ind #1142

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 →

Roosevelt Children's Academy Charter School Cash Balance Plan in the asset neighbourhood

Roosevelt Children's Academy Charter School Cash Balance PlanRoosevelt Children's Academy…$3MWallpaper Imports Inc. Cash Balance PlanWallpaper Imports Inc. Cash …$3MMontgomery General Hospital Employees' Pension PlanMontgomery General Hospital …$3MShoaib a Hashmi Md PA Defined Benefit PlanShoaib a Hashmi Md PA Define…$3MSparton Corporation Pension PlanSparton Corporation Pension …$3M
End-of-year total assets ($M) among Roosevelt Children's Academy Charter School Cash Balance Plan and nearest nationwide Defined Benefit (Pension) 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-$64K
Employer EIN134119998
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Children's Academy Charter School)

Sponsor-wide plan assets over time

All Roosevelt Children's Academy Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.838238539448447% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.71M $7.98M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 252 $7M
2023 2 258 $7M
2024 2 229 $8M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Roosevelt Children's Academy Charter School Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Roosevelt Children's Academy Charter School Cash Balance Plan, Total assets ($B): 0.003136035 · Participants: 125Roosevelt Children's Academy Charter School Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Roosevelt Children's Academy Charter School Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Roosevelt Children's Academy Charter School Cash Balance Plan side-by-side with 3 peers →

Roosevelt Children's Academy Charter School Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Wallpaper Imports Inc. Cash Balance Plan in NJ ($3M); by covered participants it is Duncan Employees Security Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Roosevelt Children's Academy Charter School Cash Balance Plan assets move in 2022? ▼
Roosevelt Children's Academy Charter School Cash Balance Plan edged down modestly - down 2.0% during 2022, from $3M to $3M. Reported net income was -$64K.
How have Roosevelt Children's Academy Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Children's Academy Charter School's sponsor-wide assets grew 18.8%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Roosevelt Children's Academy Charter School Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wallpaper Imports Inc. Cash Balance Plan in NJ ($3M, 165 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roosevelt Children's Academy Charter School Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Duncan Employees Security Plan in IN (125 participants, $8M 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 134119998.

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.