Other · DOL Form 5500 · 2023

The Leffell School Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
198
Participants Below avg headcount
83rd
Percentile by assets National rank
$201,010
Avg per participant Above avg balance/head
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Official DOL plan name: The Leffell School Retirement Plan · Sponsored by The Leffell School · New York · Educational Services

$40M in assets, 198 participants

The Leffell School's The Leffell School Retirement Plan reported $40M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,597 in Educational Services (3,735 peers)

Coverage in New York

The Leffell School Retirement Plan covers 198 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $40M.

#2,597
in Educational Services (3,735 peers)
+16.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Leffell School Retirement Plan's outsized position by total assets

The Leffell School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$39,799,981 Top 17% higher than 83% of 127,068 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 2023

The Leffell School Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Leffell School Retirement Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Leffell School Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Leffell School Retirement Plan reported participants fell from 242 in the plan year 2022 filing to 198 in the plan year 2023 filing.
  • The Leffell School Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 136209307 · The Leffell School PY 2023 · Other

The Leffell School Retirement Plan · $40M · 198 · 83rd

  • NET $40M
  • BOOK 198
  • VS-ST 83rd
  • BOY Other
  • SCH near The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan
  • EBSA ind #2597

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 Leffell School Retirement Plan in the asset neighbourhood

Hospice of Michigan Retirement Savings PlanHospice of Michigan Retireme…$40MThe Thesholds and Affiliates Tax Sheltered Annuity and Savings PlanThe Thesholds and Affiliates…$40MThe Leffell School Retirement PlanThe Leffell School Retiremen…$40MThe Susan G. Komen Breast Cancer Foundation, Inc. 403(b) PlanThe Susan G. Komen Breast Ca…$40MHolland Home Tax Deferred Annuity Retirement PlanHolland Home Tax Deferred An…$40M
End-of-year total assets ($M) among The Leffell School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN136209307
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Leffell School)

Sponsor-wide plan assets over time

All The Leffell School plans reported in each filing year

Latest sponsor-wide plan assets
$43M 25.848830808943273% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $42.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 242 $34M
2023 1 198 $40M
2024 1 236 $43M

Nearby Other Plans in New York

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

The Leffell School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Leffell School Retirement Plan, Total assets ($B): 0.039799981 · Participants: 198The Leffell School Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Leffell School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Leffell School Retirement Plan side-by-side with 3 peers →

The Leffell School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan in TX ($40M); by covered participants it is The Buckley School Defined Contribution Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Leffell School Retirement Plan assets move in 2023? ▼
The Leffell School Retirement Plan grew sharply - up 16.8% during 2023, from $34M to $40M. Reported net income was $6M.
How have The Leffell School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Leffell School's sponsor-wide assets grew 25.8%, from $34M to $43M.
Where does The Leffell School Retirement Plan rank by assets among Form 5500 filers? ▼
The Leffell School Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Leffell School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan in TX ($40M, 392 participants).
Which Other plans cover a similar participant headcount to The Leffell School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Buckley School Defined Contribution Plan in CA (198 participants, $70M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136209307.

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.