Other · DOL Form 5500 · 2023
West Side Montessori School Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $118,884
- Avg per participant Near avg balance/head
Official DOL plan name: West Side Montessori School 403(b) DC Plan · Sponsored by West Side Montessori School · New York · Educational Services
$9M in assets, 76 participants
West Side Montessori School's West Side Montessori School 403(b) DC Plan reported $9M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #1,476 in Educational Services (3,735 peers)
West Side Montessori School multi-year trail
West Side Montessori School's plans moved +50.2% in assets from 2022 to 2024; this filing shows West Side Montessori School 403(b) DC Plan at $9M / 76 participants.
- #1,476
- in Educational Services (3,735 peers)
- +25.4%
- assets growth YoY
West Side Montessori School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
West Side Montessori School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,035,181 Top 44% higher than 56% 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
West Side Montessori 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. West Side Montessori School 403(b) DC Plan is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Side Montessori School 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- West Side Montessori School 403(b) DC Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- West Side Montessori School 403(b) DC Plan reported participants fell from 90 in the plan year 2022 filing to 76 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131992185 · West Side Montessori School PY 2023 · Other
West Side Montessori School 403(b) DC Plan · $9M · 76 · 56th
- PHOTO $9M
- PHOTO 76
- PHOTO 56th
- PHOTO Other
- PHOTO near Central Jersey Family Health Consortium 403(b) Pension Plan
- PHOTO ind #1476
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 →
West Side Montessori School 403(b) DC Plan in the asset neighbourhood
West Side Montessori School multi-year asset trail
Sponsor-wide plan assets over time
All West Side Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 50.1505496609892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $7M |
| 2023 | 1 | 76 | $9M |
| 2024 | 1 | 79 | $11M |
West Side Montessori School filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 131992185 |
| Plan Effective Date | 1982-09-01 |
| 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
West Side Montessori School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Central Jersey Family Health Consortium 403(b) Pension Plan in NJ ($9M); by covered participants it is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.