Other · DOL Form 5500 · 2023

Friends Academy Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
209
Participants Below avg headcount
87th
Percentile by assets National rank
$289,271
Avg per participant High balance/head
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Official DOL plan name: Friends Academy Defined Contribution Retirement Plan · Sponsored by Friends Academy · New York · Educational Services

$60M in assets, 209 participants

Friends Academy's Friends Academy Defined Contribution Retirement Plan reported $60M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,896 in Educational Services (3,735 peers)

Coverage in New York

Friends Academy Defined Contribution Retirement Plan covers 209 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $60M.

#2,896
in Educational Services (3,735 peers)
+12.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Friends Academy Defined Contribution Retirement Plan's outsized position by total assets

Friends Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$60,457,667 Top 13% higher than 87% 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

Friends Academy Defined Contribution 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. Friends Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Friends Academy Defined Contribution Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Friends Academy Defined Contribution Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Friends Academy Defined Contribution Retirement Plan reported participants rose from 188 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 111633485 · Friends Academy PY 2023 · Other

Friends Academy Defined Contribution Retirement Plan · $60M · 209 · 87th

  • ASSETS $60M
  • ASSETS 209
  • ASSETS 87th
  • ASSETS Other
  • ASSETS near Viterbo University, Inc. Defined Contribution Retirement Plan
  • ASSETS ind #2896

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 →

Friends Academy Defined Contribution Retirement Plan in the asset neighbourhood

Shady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$61MFriends Academy Defined Contribution Retirement PlanFriends Academy Defined Cont…$60MViterbo University, Inc. Defined Contribution Retirement PlanViterbo University, Inc. Def…$60M401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC401(k) Profit Sharing Plan f…$60MHoly Innocents' Episcopal School 403(b) PlanHoly Innocents' Episcopal Sc…$60M
End-of-year total assets ($M) among Friends Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN111633485
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Friends Academy)

Sponsor-wide plan assets over time

All Friends Academy plans reported in each filing year

Latest sponsor-wide plan assets
$65M 21.387125540306496% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.5M $65M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 188 $54M
2023 1 209 $60M
2024 1 198 $65M

Nearby Other Plans in New York

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

Friends Academy Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Friends Academy Defined Contribution Retirement Plan, Total assets ($B): 0.060457667 · Participants: 209Friends Academy Defined Contribution 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
Friends Academy Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Friends Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Friends Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Viterbo University, Inc. Defined Contribution Retirement Plan in WI ($60M); by covered participants it is Hospice of the Piedmont, Inc. Matching Thrift Plan in NC (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Friends Academy Defined Contribution Retirement Plan assets move in 2023? ▼
Friends Academy Defined Contribution Retirement Plan grew at a solid clip - up 12.9% during 2023, from $54M to $60M. Reported net income was $7M.
How have Friends Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friends Academy's sponsor-wide assets grew 21.4%, from $54M to $65M.
Where does Friends Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Friends Academy Defined Contribution Retirement Plan ranks in the 87th 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 Friends Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Viterbo University, Inc. Defined Contribution Retirement Plan in WI ($60M, 225 participants).
Which Other plans cover a similar participant headcount to Friends Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of the Piedmont, Inc. Matching Thrift Plan in NC (209 participants, $12M 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 111633485.

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.