Other · DOL Form 5500 · 2023

Dream Charter School Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
211
Participants Below avg headcount
38th
Percentile by assets National rank
$16,908
Avg per participant Low balance/head
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Official DOL plan name: Dream Charter School 403(b) Plan · Sponsored by Dream Charter School · New York · Educational Services

$4M in assets, 211 participants

Dream Charter School's Dream Charter School 403(b) Plan reported $4M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #942 in Educational Services (3,735 peers)

Coverage in New York

Dream Charter School 403(b) Plan covers 211 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $4M.

#942
in Educational Services (3,735 peers)
+30.6%
assets growth YoY

Dream Charter School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Dream Charter School 403(b) Plan vs every filed plan by assets

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

$3,567,669 38th percentile higher than 38% 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

Dream Charter School 403(b) 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. Dream Charter School 403(b) Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dream Charter School 403(b) Plan reported net income rose from -$390K in the plan year 2022 filing to $836K in the plan year 2023 filing.
  • Dream Charter School 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dream Charter School 403(b) Plan reported participants rose from 184 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261841386 · Dream Charter School PY 2023 · Other

Dream Charter School 403(b) Plan · $4M · 211 · 38th

  • BOY $4M
  • BOY 211
  • BOY 38th
  • BOY Other
  • BOY near Santa Barbara Botanic Garden Retirement Plan
  • BOY ind #942

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 →

Dream Charter School 403(b) Plan in the asset neighbourhood

Dream Charter School 403(b) PlanDream Charter School 403(b) …$4MSanta Barbara Botanic Garden Retirement PlanSanta Barbara Botanic Garden…$4MRed River Science & Technology, LLC Retirement PlanRed River Science & Technolo…$4MCommunity Action Agency 403(b) Retirement PlanCommunity Action Agency 403(…$4MRetirement Plan of Granite State Independent LivingRetirement Plan of Granite S…$4M
End-of-year total assets ($M) among Dream Charter School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$836K
Employer EIN261841386
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dream Charter School)

Sponsor-wide plan assets over time

All Dream Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$4M 64.63130215488077% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.73M $4.5M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 184 $3M
2023 1 211 $4M
2024 1 337 $4M

Nearby Other Plans in New York

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

Dream Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Dream Charter School 403(b) Plan, Total assets ($B): 0.003567669 · Participants: 211Dream Charter School 403(b) 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
Dream Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Dream Charter School 403(b) Plan side-by-side with 3 peers →

Dream Charter School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Santa Barbara Botanic Garden Retirement Plan in CA ($4M); by covered participants it is Shady Hill School DC and Tda Retirement Plan in MA (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Dream Charter School 403(b) Plan assets move in 2023? ▼
Dream Charter School 403(b) Plan surged - up 30.6% during 2023, from $3M to $4M. Reported net income was $836K.
How have Dream Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dream Charter School's sponsor-wide assets grew 64.6%, from $3M to $4M.
Which Other plans are similar in size to Dream Charter School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Santa Barbara Botanic Garden Retirement Plan in CA ($4M, 76 participants).
Which Other plans cover a similar participant headcount to Dream Charter School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Shady Hill School DC and Tda Retirement Plan in MA (211 participants, $61M 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 261841386.

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.