Other · DOL Form 5500 · 2023

Alcott School Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 149
Participants Small participant base: 53rd
Percentile by assets National rank: $52,315
Avg per participant Low balance/head

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Official DOL plan name: Alcott School 403(b) Plan · Sponsored by Alcott School · New York · Educational Services

$8M in assets, 149 participants

Alcott School's Alcott School 403(b) Plan reported $8M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#1,379 in Educational Services (3,735 peers)

Coverage in New York

Alcott School 403(b) Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $8M.

#1,379
in Educational Services (3,735 peers): +13.7%
assets growth YoY

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

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

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

$7,794,931 Top 47% higher than 53% 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

Alcott 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. Alcott School 403(b) Plan sits mid-pack in the medium band (149 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Alcott School 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $937K in the plan year 2023 filing.
Alcott School 403(b) Plan reported participants rose from 126 in the plan year 2022 filing to 149 in the plan year 2023 filing.
Alcott School 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132939938 · Alcott School PY 2023 · Other

Alcott School 403(b) Plan · $8M · 149 · 53rd

EBSA $8M
EBSA 149
EBSA 53rd
EBSA Other
EBSA near Kershawhealth 403b Retirement Plan
EBSA ind #1379

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 →

End-of-year total assets ($M) among Alcott 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)	$7M
Net Assets (End of Year)	$8M
Net Income	$937K
Employer EIN	132939938
Plan Effective Date	1980-08-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Alcott School)

Latest sponsor-wide plan assets: $9M 27.183325870292396% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	126	$7M
2023	1	149	$8M
2024	1	98	$9M

Nearby Other Plans in New York

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

Alcott School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

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

Compare Alcott School 403(b) Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is Kershawhealth 403b Retirement Plan in SC ($8M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Kershawhealth 403b Retirement Plan (SC) $8M · 1
Ability Kc 403(b) DC Plan (MO) $8M · 202
United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan (PA) $8M · 696
Jones-Harrison Residence Retirement Savings Plan (MN) $8M · 284

Similar participant headcount

Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.

Evergreen Homes 403b Plan (PA) 149 · 0 off
Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) 149 · 0 off
Old Colony Hospice, Inc. 403(b) Plan (MA) 149 · 0 off
The Legal Aid Society of Cleveland Retirement Savings Plan (OH) 149 · 0 off

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 Alcott School 403(b) Plan assets move in 2023? ▼

Alcott School 403(b) Plan grew at a solid clip - up 13.7% during 2023, from $7M to $8M. Reported net income was $937K.

How have Alcott School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alcott School's sponsor-wide assets grew 27.2%, from $7M to $9M.

Which Other plans are similar in size to Alcott School 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Kershawhealth 403b Retirement Plan in SC ($8M, 1 participant).

Which Other plans cover a similar participant headcount to Alcott School 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Evergreen Homes 403b Plan in PA (149 participants, $4M 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 132939938.