Other · DOL Form 5500 · 2023

The Berkeley Carroll School Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
370
Participants Below avg headcount
88th
Percentile by assets National rank
$176,798
Avg per participant Above avg balance/head
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Official DOL plan name: The Berkeley Carroll School Retirement Plan · Sponsored by The Berkeley Carroll School · New York · Educational Services

$65M in assets, 370 participants

The Berkeley Carroll School's The Berkeley Carroll School Retirement Plan reported $65M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,937 in Educational Services (3,735 peers)

Coverage in New York

The Berkeley Carroll School Retirement Plan covers 370 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $65M.

#2,937
in Educational Services (3,735 peers)
+13.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Berkeley Carroll School Retirement Plan's outsized position by total assets

The Berkeley Carroll School Retirement Plan vs every filed plan by assets

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

$65,415,291 Top 12% higher than 88% 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 Berkeley Carroll 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 Berkeley Carroll School Retirement Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Berkeley Carroll School Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Berkeley Carroll School Retirement Plan reported participants rose from 305 in the plan year 2022 filing to 370 in the plan year 2023 filing.
  • The Berkeley Carroll School Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112611384 · The Berkeley Carroll School PY 2023 · Other

The Berkeley Carroll School Retirement Plan · $65M · 370 · 88th

  • ASSETS $65M
  • PCT 370
  • EIN 88th
  • RANK Other
  • PHOTO near Columbia College Retirement Savings Plan
  • IND ind #2937

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 Berkeley Carroll School Retirement Plan in the asset neighbourhood

Carti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$66MEpiscopal High School Defined Contribution Retirement PlanEpiscopal High School Define…$66MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$66MThe Berkeley Carroll School Retirement PlanThe Berkeley Carroll School …$65MColumbia College Retirement Savings PlanColumbia College Retirement …$65M
End-of-year total assets ($M) among The Berkeley Carroll School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$65M
Net Income$8M
Employer EIN112611384
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Berkeley Carroll School)

Sponsor-wide plan assets over time

All The Berkeley Carroll School plans reported in each filing year

Latest sponsor-wide plan assets
$75M 29.615520681682987% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.6M $74.7M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 305 $58M
2023 1 370 $65M
2024 1 370 $75M

Nearby Other Plans in New York

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

The Berkeley Carroll School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Berkeley Carroll School Retirement Plan, Total assets ($B): 0.065415291 · Participants: 370The Berkeley Carroll 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 Berkeley Carroll School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Berkeley Carroll School Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is Columbia College Retirement Savings Plan in MO ($65M); by covered participants it is The Health Federation of Philadelphia 403(b) Plan in PA (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Berkeley Carroll School Retirement Plan assets move in 2023? ▼
The Berkeley Carroll School Retirement Plan grew at a solid clip - up 13.5% during 2023, from $58M to $65M. Reported net income was $8M.
How have The Berkeley Carroll School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Berkeley Carroll School's sponsor-wide assets grew 29.6%, from $58M to $75M.
Where does The Berkeley Carroll School Retirement Plan rank by assets among Form 5500 filers? ▼
The Berkeley Carroll School Retirement Plan ranks in the 88th 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 Berkeley Carroll School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Columbia College Retirement Savings Plan in MO ($65M, 1,325 participants).
Which Other plans cover a similar participant headcount to The Berkeley Carroll School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Health Federation of Philadelphia 403(b) Plan in PA (370 participants, $18M 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 112611384.

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.