Other · DOL Form 5500 · 2023
Knox School Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $50,285
- Avg per participant Low balance/head
Official DOL plan name: Knox School 403(b) DC Plan · Sponsored by Knox School · New York · Educational Services
$4M in assets, 88 participants
Knox School's Knox School 403(b) DC Plan reported $4M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,042 in Educational Services (3,735 peers)
Knox School multi-year trail
Knox School's plans moved +10.7% in assets from 2022 to 2024; this filing shows Knox School 403(b) DC Plan at $4M / 88 participants.
- #1,042
- in Educational Services (3,735 peers)
- +2.1%
- assets growth YoY
Knox School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Knox School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,425,072 42nd percentile higher than 42% 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
Knox School 403(b) DC 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. Knox School 403(b) DC Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Knox School 403(b) DC Plan reported net income rose from -$942K in the plan year 2022 filing to $90K in the plan year 2023 filing.
- Knox School 403(b) DC Plan reported participants fell from 90 in the plan year 2022 filing to 88 in the plan year 2023 filing.
- Knox School 403(b) DC Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 111743680 · Knox School PY 2023 · Other
Knox School 403(b) DC Plan · $4M · 88 · 42nd
- PART $4M
- PART 88
- PART 42nd
- PART Other
- PART near Advisewell, Inc. Retirement Savings Plan
- PART ind #1042
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 →
Knox School 403(b) DC Plan in the asset neighbourhood
Knox School multi-year asset trail
Sponsor-wide plan assets over time
All Knox School plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 10.747439339296252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $4M |
| 2023 | 1 | 88 | $4M |
| 2024 | 1 | 86 | $5M |
Knox School filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $90K |
| Employer EIN | 111743680 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
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
Knox School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Advisewell, Inc. Retirement Savings Plan in LA ($4M); by covered participants it is Seabury Hall/College Preparatory School 403(b) DC Plan in HI (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Seabury Hall/College Preparatory School 403(b) DC Plan (HI) 88 · 0 off
- Rashi School Retirement Plan (MA) 88 · 0 off
- Habitat for Humanity East Bay Retirement Plan (CA) 88 · 0 off
- Cys Fresno 403(b) Plan (CA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.