Other · DOL Form 5500 · 2022
Birch Wathen Lenox School Retirement Plan
Data updated 2026-08-11
- $34M
- Total assets
- 135
- Participants
- 84th
- Percentile by assets
- $253,359
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $34M
- total plan assets (2022 EOY)
- 135
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $253,359
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Birch Wathen Lenox School Defined Contribution Retirement Plan reports 135 participants - about 17% of that state average ($34M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$6M |
| Employer EIN | 133603578 |
| Plan Effective Date | 1991-02-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Birch Wathen Lenox School)
| 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
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to Birch Wathen Lenox School Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Birch Wathen Lenox School Defined Contribution Retirement Plan's numbers.
- By total assets, Birch Wathen Lenox School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Birch Wathen Lenox School's sponsor-wide assets have grown 11.1% since 2022 across 3 plan years on file. More Educational Services plans