Other · DOL Form 5500 · 2022

Birch Wathen Lenox School Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
135
Participants Small participant base
84th
Percentile by assets National rank
$253,359
Avg per participant Above avg balance/head
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Official DOL plan name: Birch Wathen Lenox School Defined Contribution Retirement Plan · Sponsored by Birch Wathen Lenox School · New York · Educational Services

$34M in assets, 135 participants

Birch Wathen Lenox School's Birch Wathen Lenox School Defined Contribution Retirement Plan reported $34M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,856 in Educational Services (4,024 peers)

Coverage in New York

Birch Wathen Lenox School Defined Contribution Retirement Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $34M.

#2,856
in Educational Services (4,024 peers)
-15.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Birch Wathen Lenox School Defined Contribution Retirement Plan's outsized position by total assets

Birch Wathen Lenox School Defined Contribution Retirement Plan vs every filed plan by assets

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

$34,203,527 Top 16% higher than 84% 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

Birch Wathen Lenox School Defined Contribution Retirement 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. Birch Wathen Lenox School Defined Contribution Retirement Plan sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 133603578 · Birch Wathen Lenox School PY 2022 · Other

Birch Wathen Lenox School Defined Contribution Retirement Plan · $34M · 135 · 84th

  • EBSA $34M
  • EBSA 135
  • EBSA 84th
  • EBSA Other
  • EBSA near Huggins Hospital Retirement Savings Plan
  • EBSA ind #2856

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 →

Birch Wathen Lenox School Defined Contribution Retirement Plan in the asset neighbourhood

Midwest Transplant Network, Inc. 403(b) Retirement PlanMidwest Transplant Network, …$34MBirch Wathen Lenox School Defined Contribution Retirement PlanBirch Wathen Lenox School De…$34MHuggins Hospital Retirement Savings PlanHuggins Hospital Retirement …$34MMt. Washington Pediatric Hospital 403(b) PlanMt. Washington Pediatric Hos…$34MUniversity of Western States 403(b) PlanUniversity of Western States…$34M
End-of-year total assets ($M) among Birch Wathen Lenox School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$34M
Net Income-$6M
Employer EIN133603578
Plan Effective Date1991-02-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Wathen Lenox School)

Sponsor-wide plan assets over time

All Birch Wathen Lenox School plans reported in each filing year

Latest sponsor-wide plan assets
$38M 11.120879434451307% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34.2M $38M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 135 $34M
2023 1 124 $35M
2024 1 96 $38M

Nearby Other Plans in New York

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

Birch Wathen Lenox School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Birch Wathen Lenox School Defined Contribution Retirement Plan, Total assets ($B): 0.034203527 · Participants: 135Birch Wathen Lenox School Defined Contribution Retirement 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
Birch Wathen Lenox School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Birch Wathen Lenox School Defined Contribution Retirement Plan side-by-side with 3 peers →

Birch Wathen Lenox School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Huggins Hospital Retirement Savings Plan in NH ($34M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Birch Wathen Lenox School Defined Contribution Retirement Plan assets move in 2022? ▼
Birch Wathen Lenox School Defined Contribution Retirement Plan declined sharply - down 15.2% during 2022, from $40M to $34M. Reported net income was -$6M.
How have Birch Wathen Lenox School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Wathen Lenox School's sponsor-wide assets grew 11.1%, from $34M to $38M.
Where does Birch Wathen Lenox School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Birch Wathen Lenox School Defined Contribution Retirement Plan ranks in the 84th 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 Birch Wathen Lenox School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Huggins Hospital Retirement Savings Plan in NH ($34M, 533 participants).
Which Other plans cover a similar participant headcount to Birch Wathen Lenox School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (135 participants, $30M 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 133603578.

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.