Other · DOL Form 5500 · 2023
Staten Island Academy Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $168,228
- Avg per participant Above avg balance/head
Official DOL plan name: Staten Island Academy Defined Contribution Retirement Plan · Sponsored by Staten Island Academy · New York · Educational Services
$24M in assets, 140 participants
Staten Island Academy's Staten Island Academy Defined Contribution Retirement Plan reported $24M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,217 in Educational Services (3,735 peers)
Coverage in New York
Staten Island Academy Defined Contribution Retirement Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $24M.
- #2,217
- in Educational Services (3,735 peers)
- +9.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Staten Island Academy Defined Contribution Retirement Plan's outsized position by total assets
Staten Island Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,551,920 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Staten Island 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. Staten Island Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Staten Island Academy Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Staten Island Academy Defined Contribution Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Staten Island Academy Defined Contribution Retirement Plan reported participants rose from 133 in the plan year 2022 filing to 140 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 135600423 · Staten Island Academy PY 2023 · Other
Staten Island Academy Defined Contribution Retirement Plan · $24M · 140 · 75th
- PART $24M
- PART 140
- PART 75th
- PART Other
- PART near Ums-Wright Preparatory School 403(b) Plan
- PART ind #2217
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 →
Staten Island Academy Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 135600423 |
| Plan Effective Date | 1978-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Staten Island Academy)
Sponsor-wide plan assets over time
All Staten Island Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 20.572845478221925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $22M |
| 2023 | 1 | 140 | $24M |
| 2024 | 1 | 137 | $26M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Staten Island Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Ums-Wright Preparatory School 403(b) Plan in AL ($24M); by covered participants it is Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan in DC (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan (DC) 140 · 0 off
- General John J. Pershing Memorial Hospital Association 403(b) Plan (MO) 140 · 0 off
- Visiting Nurse Association and Hospice of Vermont and New Hampshire, Inc. 403(b) Plan (VT) 140 · 0 off
- Smw Engineering Group, Inc. 401(k) Plan (AL) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.