Other · DOL Form 5500 · 2022

The Equity Project Charter School Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
114
Participants Small participant base
58th
Percentile by assets National rank
$61,856
Avg per participant Low balance/head
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Official DOL plan name: The Equity Project Charter School 403(b)Deferred Compensation Plan · Sponsored by The Equity Project Charter School · New York · Educational Services

$7M in assets, 114 participants

The Equity Project Charter School's The Equity Project Charter School 403(b)Deferred Compensation Plan reported $7M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,657 in Educational Services (4,024 peers)

Coverage in New York

The Equity Project Charter School 403(b)Deferred Compensation Plan covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,657
in Educational Services (4,024 peers)
+14.3%
assets growth YoY

The Equity Project Charter School 403(b)Deferred Compensation Plan's mid-pack asset rank among Educational Services and all filers

The Equity Project Charter School 403(b)Deferred Compensation Plan vs every filed plan by assets

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

$7,051,620 Top 42% higher than 58% 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

The Equity Project Charter School 403(b)Deferred Compensation 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. The Equity Project Charter School 403(b)Deferred Compensation Plan sits mid-pack in the medium band (114 participants).

Plan-year Form 5500 strip

Filing strip 900354470 · The Equity Project Charter School PY 2022 · Other

The Equity Project Charter School 403(b)Deferred Compensation Plan · $7M · 114 · 58th

  • TYPE $7M
  • NET 114
  • BOOK 58th
  • VS-ST Other
  • BOY near 403(b) Thrift Plan of Achievekids
  • SCH ind #1657

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 Equity Project Charter School 403(b)Deferred Compensation Plan in the asset neighbourhood

403(b) Thrift Plan of Achievekids403(b) Thrift Plan of Achiev…$7M403(b) Thrift Plan for Employees of the Village Family Service Center403(b) Thrift Plan for Emplo…$7MThe Equity Project Charter School 403(b)Deferred Compensation PlanThe Equity Project Charter S…$7MEmployee Benefit Plan of Stone Belt Arc, Inc.Employee Benefit Plan of Sto…$7MCareconnect Health 403(b) Tax-Deferred Annuity PlanCareconnect Health 403(b) Ta…$7M
End-of-year total assets ($M) among The Equity Project Charter School 403(b)Deferred Compensation Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$882K
Employer EIN900354470
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Equity Project Charter School)

Sponsor-wide plan assets over time

All The Equity Project Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$10M 36.9587413955942% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.05M $9.66M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 114 $7M
2023 1 116 $9M
2024 1 119 $10M

Nearby Other Plans in New York

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

The Equity Project Charter School 403(b)Deferred Compensation Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Equity Project Charter School 403(b)Deferred Compensation Plan, Total assets ($B): 0.00705162 · Participants: 114The Equity Project Charter School 403(b)Deferred Compensation 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
The Equity Project Charter School 403(b)Deferred Compensation Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Equity Project Charter School 403(b)Deferred Compensation Plan side-by-side with 3 peers →

The Equity Project Charter School 403(b)Deferred Compensation Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Achievekids in CA ($7M); by covered participants it is Monarch School 403(b) Retirement Plan in NH (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 The Equity Project Charter School 403(b)Deferred Compensation Plan assets move in 2022? ▼
The Equity Project Charter School 403(b)Deferred Compensation Plan grew at a solid clip - up 14.3% during 2022, from $6M to $7M. Reported net income was $882K.
How have The Equity Project Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Equity Project Charter School's sponsor-wide assets grew 37.0%, from $7M to $10M.
Which Other plans are similar in size to The Equity Project Charter School 403(b)Deferred Compensation Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Achievekids in CA ($7M, 85 participants).
Which Other plans cover a similar participant headcount to The Equity Project Charter School 403(b)Deferred Compensation Plan? ▼
Among Other plans in other states, the closest by covered participants is Monarch School 403(b) Retirement Plan in NH (114 participants, $2M 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 900354470.

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.