Other · DOL Form 5500 · 2023
Allen-Stevenson School Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $644,840
- Avg per participant High balance/head
Official DOL plan name: Allen-Stevenson School Defined Contribution Retirement Plan · Sponsored by Allen-Stevenson School · New York · Educational Services
$74M in assets, 115 participants
Allen-Stevenson School's Allen-Stevenson School Defined Contribution Retirement Plan reported $74M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,004 in Educational Services (3,735 peers)
Coverage in New York
Allen-Stevenson School Defined Contribution Retirement Plan covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $74M.
- #3,004
- in Educational Services (3,735 peers)
- +10.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Allen-Stevenson School Defined Contribution Retirement Plan's outsized position by total assets
Allen-Stevenson School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,156,581 Top 11% higher than 89% 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
Allen-Stevenson School 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. Allen-Stevenson School Defined Contribution Retirement Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allen-Stevenson School Defined Contribution Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Allen-Stevenson School Defined Contribution Retirement Plan end-of-year assets rose from $67M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Allen-Stevenson School Defined Contribution Retirement Plan reported participants fell from 118 in the plan year 2022 filing to 115 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131623878 · Allen-Stevenson School PY 2023 · Other
Allen-Stevenson School Defined Contribution Retirement Plan · $74M · 115 · 89th
- ASSETS $74M
- ASSETS 115
- ASSETS 89th
- ASSETS Other
- ASSETS near Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan
- ASSETS ind #3004
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 →
Allen-Stevenson School Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $7M |
| Employer EIN | 131623878 |
| Plan Effective Date | 1950-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen-Stevenson School)
Sponsor-wide plan assets over time
All Allen-Stevenson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 18.72420413646688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $67M |
| 2023 | 1 | 115 | $74M |
| 2024 | 1 | 128 | $79M |
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
Allen-Stevenson School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan in MA ($74M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan (MA) $74M · 716
- Crossroads School for Arts and Sciences Defined Contribution Retirement Plan (CA) $74M · 410
- North Country Healthcare Retirement Plan (NH) $74M · 1,022
- Paideia School Retirement Plan (GA) $74M · 214
Similar participant headcount
Nearest other-state filings by covered participants (115 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.