Other · DOL Form 5500 · 2023

Expanded Schools, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
51
Participants Small participant base
48th
Percentile by assets National rank
$117,681
Avg per participant Below avg balance/head
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Official DOL plan name: Expanded Schools Retirement Plan · Sponsored by Expanded Schools, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 51 participants

Expanded Schools, Inc.'s Expanded Schools Retirement Plan reported $6M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,316 in Healthcare & Social Assistance (17,684 peers)

Expanded Schools, Inc. multi-year trail

Expanded Schools, Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Expanded Schools Retirement Plan at $6M / 51 participants.

#9,316
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

Expanded Schools Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Expanded Schools Retirement Plan vs every filed plan by assets

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

$6,001,722 48th percentile higher than 48% 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

Expanded Schools Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expanded Schools Retirement Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Expanded Schools Retirement Plan reported net income rose from -$822K in the plan year 2022 filing to $795K in the plan year 2023 filing.
  • Expanded Schools Retirement Plan reported participants rose from 43 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Expanded Schools Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134004600 · Expanded Schools, Inc. PY 2023 · Other

Expanded Schools Retirement Plan · $6M · 51 · 48th

  • PCT $6M
  • EIN 51
  • RANK 48th
  • PHOTO Other
  • IND near Home and Community Options, Inc. 401(k) Profit Sharing Plan
  • EOY ind #9316

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Expanded Schools Retirement Plan in the asset neighbourhood

Home and Community Options, Inc. 401(k) Profit Sharing PlanHome and Community Options, …$6MLisner-Louise-Dickson-Hurt Home 403 (B) PlanLisner-Louise-Dickson-Hurt H…$6MExpanded Schools Retirement PlanExpanded Schools Retirement …$6M403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc.403(b) Thrift Plan for Emplo…$6MLife Care Pastoral Services Tax Sheltered Annuity PlanLife Care Pastoral Services …$6M
End-of-year total assets ($M) among Expanded Schools Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Expanded Schools, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Expanded Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 44.142318119352616% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.21M $7.5M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 43 $5M
2023 1 51 $6M
2024 1 49 $8M

Expanded Schools, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$795K
Employer EIN134004600
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Expanded Schools Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Expanded Schools Retirement Plan, Total assets ($B): 0.006001722 · Participants: 51Expanded Schools 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
Expanded Schools Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Expanded Schools Retirement Plan side-by-side with 3 peers →

Expanded Schools Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Home and Community Options, Inc. 401(k) Profit Sharing Plan in MN ($6M); by covered participants it is Institute for the Future DC Plan in CA (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Expanded Schools Retirement Plan assets move in 2023? ▼
Expanded Schools Retirement Plan grew sharply - up 15.3% during 2023, from $5M to $6M. Reported net income was $795K.
How have Expanded Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expanded Schools, Inc.'s sponsor-wide assets grew 44.1%, from $5M to $8M.
Which Other plans are similar in size to Expanded Schools Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Home and Community Options, Inc. 401(k) Profit Sharing Plan in MN ($6M, 66 participants).
Which Other plans cover a similar participant headcount to Expanded Schools Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for the Future DC Plan in CA (51 participants, $25M 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 134004600.

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.