Other · DOL Form 5500 · 2023
Icahn Charter School 1 Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $55,391
- Avg per participant Low balance/head
Official DOL plan name: Icahn Charter School Retirement Savings Plan · Sponsored by Icahn Charter School 1 · New York · Educational Services
$19M in assets, 338 participants
Icahn Charter School 1's Icahn Charter School Retirement Savings Plan reported $19M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #2,028 in Educational Services (3,735 peers)
Coverage in New York
Icahn Charter School Retirement Savings Plan covers 338 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $19M.
- #2,028
- in Educational Services (3,735 peers)
- +22.7%
- assets growth YoY
Icahn Charter School Retirement Savings Plan's outsized position by total assets
Icahn Charter School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,722,022 Top 29% higher than 71% 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
Icahn Charter School Retirement Savings 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. Icahn Charter School Retirement Savings Plan sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Icahn Charter School Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Icahn Charter School Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Icahn Charter School Retirement Savings Plan reported participants rose from 323 in the plan year 2022 filing to 338 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 134166657 · Icahn Charter School 1 PY 2023 · Other
Icahn Charter School Retirement Savings Plan · $19M · 338 · 71st
- NET $19M
- NET 338
- NET 71st
- NET Other
- NET near 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc.
- NET ind #2028
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 →
Icahn Charter School Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 134166657 |
| Plan Effective Date | 2003-09-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Icahn Charter School 1)
Sponsor-wide plan assets over time
All Icahn Charter School 1 plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 43.876567134050305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $15M |
| 2023 | 1 | 338 | $19M |
| 2024 | 1 | 330 | $22M |
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
Icahn Charter School Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK ($19M); by covered participants it is Healthpoint 403(b) Savings Plan in WA (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Healthpoint 403(b) Savings Plan (WA) 338 · 0 off
- Juniata College Retirement Plan (PA) 338 · 0 off
- 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. (VA) 338 · 0 off
- The Benjamin School Defined Contribution Plan (FL) 338 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.