Other · DOL Form 5500 · 2023

Capital Milestones Child Care Retirement Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
13
Participants Small participant base
15th
Percentile by assets National rank
$28,350
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan · Sponsored by Capital Milestones Child Care · New York · Healthcare & Social Assistance

$369K in assets, 13 participants

Capital Milestones Child Care's Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan reported $369K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,927 in Healthcare & Social Assistance (17,684 peers)

Capital Milestones Child Care multi-year trail

Capital Milestones Child Care's plans moved -20.8% in assets from 2022 to 2024; this filing shows Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan at $369K / 13 participants.

#1,927
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan among the smaller filed plans by assets

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan vs every filed plan by assets

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

$368,552 15th percentile higher than 15% 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

Capital Milestones Child Care 403(b) Tax Deferred Annuity 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. Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan reported net income rose from -$66K in the plan year 2022 filing to $57K in the plan year 2023 filing.
  • Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $311K in the plan year 2022 filing to $369K in the plan year 2023 filing.
  • Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141645413 · Capital Milestones Child Care PY 2023 · Other

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan · $369K · 13 · 15th

  • ASSETS $369K
  • PCT 13
  • EIN 15th
  • RANK Other
  • PHOTO near Wilkes Day Care Association, Inc.
  • IND ind #1927

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 →

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan in the asset neighbourhood

Rocky Mountain Children's Law Center 403(b) PlanRocky Mountain Children's La…$375KLemoyne Owen College Tax Deferred Annuity PlanLemoyne Owen College Tax Def…$376KCapital Milestones Child Care 403(b) Tax Deferred Annuity PlanCapital Milestones Child Car…$369KWilkes Day Care Association, Inc.Wilkes Day Care Association,…$368KNortheast Indiana Public Radio Inc. 403 (B) Tax Deferred Annuity PlanNortheast Indiana Public Rad…$366K
End-of-year total assets ($M) among Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Capital Milestones Child Care multi-year asset trail

Sponsor-wide plan assets over time

All Capital Milestones Child Care plans reported in each filing year

Latest sponsor-wide plan assets
$247K 20.807520240997132% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.31M $0.25M ▼ -19.4%
Year Plans Participants Total Assets
2022 1 15 $311K
2023 1 13 $369K
2024 1 13 $247K

Capital Milestones Child Care filing trail (2023)

Total Assets (Beginning of Year)$311K
Net Assets (End of Year)$369K
Net Income$57K
Employer EIN141645413
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan, Total assets ($B): 0.000368552 · Participants: 13Capital Milestones Child Care 403(b) Tax Deferred Annuity 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
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan side-by-side with 3 peers →

Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Wilkes Day Care Association, Inc. in NC ($368K); by covered participants it is Carl J Minniti Md PA Pension Profit Sharing Plan a in NJ (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan assets move in 2023? ▼
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan grew sharply - up 18.4% during 2023, from $311K to $369K. Reported net income was $57K.
How have Capital Milestones Child Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Milestones Child Care's sponsor-wide assets declined 20.8%, from $311K to $247K.
Where does Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Wilkes Day Care Association, Inc. in NC ($368K, 1 participant).
Which Other plans cover a similar participant headcount to Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Carl J Minniti Md PA Pension Profit Sharing Plan a in NJ (13 participants, $2M 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 141645413.

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.