Other · DOL Form 5500 · 2023

Scope Education Services Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2,249
Participants Above avg headcount
52nd
Percentile by assets National rank
$3,266
Avg per participant Low balance/head
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Official DOL plan name: Tax-Deferred Annuity Plan for Scope Education Services · Sponsored by Scope Education Services · New York · Educational Services

$7M in assets, 2,249 participants

Scope Education Services's Tax-Deferred Annuity Plan for Scope Education Services reported $7M in total assets and 2,249 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,335 in Educational Services (3,735 peers)

Coverage in New York

Tax-Deferred Annuity Plan for Scope Education Services covers 2,249 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $7M.

#1,335
in Educational Services (3,735 peers)
+18.7%
assets growth YoY

Tax-Deferred Annuity Plan for Scope Education Services's mid-pack asset rank among Educational Services and all filers

Tax-Deferred Annuity Plan for Scope Education Services vs every filed plan by assets

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

$7,344,156 Top 48% higher than 52% 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

Tax-Deferred Annuity Plan for Scope Education Services's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax-Deferred Annuity Plan for Scope Education Services lands in the large band (2,249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax-Deferred Annuity Plan for Scope Education Services reported net income rose from -$358K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tax-Deferred Annuity Plan for Scope Education Services reported participants rose from 1,521 in the plan year 2022 filing to 2,249 in the plan year 2023 filing.
  • Tax-Deferred Annuity Plan for Scope Education Services end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112073576 · Scope Education Services PY 2023 · Other

Tax-Deferred Annuity Plan for Scope Education Services · $7M · 2,249 · 52nd

  • IND $7M
  • IND 2,249
  • IND 52nd
  • IND Other
  • IND near Florida Christian School of Dade Co., Inc. Retirement Plan
  • IND ind #1335

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 →

Tax-Deferred Annuity Plan for Scope Education Services in the asset neighbourhood

Western Carolina Community Action, Inc. 403(b) PlanWestern Carolina Community A…$7MPlay & Learn Centers 403b PlanPlay & Learn Centers 403b Pl…$7MTax-Deferred Annuity Plan for Scope Education ServicesTax-Deferred Annuity Plan fo…$7MFlorida Christian School of Dade Co., Inc. Retirement PlanFlorida Christian School of …$7MHanalani Schools 403b Plan$7M
End-of-year total assets ($M) among Tax-Deferred Annuity Plan for Scope Education Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN112073576
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scope Education Services)

Sponsor-wide plan assets over time

All Scope Education Services plans reported in each filing year

Latest sponsor-wide plan assets
$17M 41.234813494372574% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.4M ▲ +41.3%
Year Plans Participants Total Assets
2022 2 1,869 $12M
2023 2 2,657 $15M
2024 2 2,946 $17M

Nearby Other Plans in New York

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

Tax-Deferred Annuity Plan for Scope Education Services vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tax-Deferred Annuity Plan for Scope Education Services, Total assets ($B): 0.007344156 · Participants: 2249Tax-Deferred Annuity Plan for Scope Education ServicesNorthwell 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
Tax-Deferred Annuity Plan for Scope Education Services vs. nearby Other plans in New York, assets vs. participants
Compare Tax-Deferred Annuity Plan for Scope Education Services side-by-side with 3 peers →

Tax-Deferred Annuity Plan for Scope Education Services's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Florida Christian School of Dade Co., Inc. Retirement Plan in FL ($7M); by covered participants it is Chimes International Limited 403(b) Plan in MD (2,249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,249 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 Tax-Deferred Annuity Plan for Scope Education Services assets move in 2023? ▼
Tax-Deferred Annuity Plan for Scope Education Services grew sharply - up 18.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Scope Education Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scope Education Services's sponsor-wide assets grew 41.2%, from $12M to $17M.
Which Other plans are similar in size to Tax-Deferred Annuity Plan for Scope Education Services? ▼
Among Other plans in other states, the closest by assets is Florida Christian School of Dade Co., Inc. Retirement Plan in FL ($7M, 153 participants).
Which Other plans cover a similar participant headcount to Tax-Deferred Annuity Plan for Scope Education Services? ▼
Among Other plans in other states, the closest by covered participants is Chimes International Limited 403(b) Plan in MD (2,249 participants, $58M 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 112073576.

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.