Other · DOL Form 5500 · 2023

Allendale Columbia School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
124
Participants Small participant base
75th
Percentile by assets National rank
$180,921
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allendale Columbia School Defined Contribution Ret · Sponsored by Allendale Columbia School · New York · Educational Services

$22M in assets, 124 participants

Allendale Columbia School's Allendale Columbia School Defined Contribution Ret reported $22M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,175 in Educational Services (3,735 peers)

Coverage in New York

Allendale Columbia School Defined Contribution Ret covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $22M.

#2,175
in Educational Services (3,735 peers)
+9.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Allendale Columbia School Defined Contribution Ret's outsized position by total assets

Allendale Columbia School Defined Contribution Ret vs every filed plan by assets

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

$22,434,201 Top 25% higher than 75% 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

Allendale Columbia School Defined Contribution Ret 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. Allendale Columbia School Defined Contribution Ret sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allendale Columbia School Defined Contribution Ret reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allendale Columbia School Defined Contribution Ret reported participants rose from 109 in the plan year 2022 filing to 124 in the plan year 2023 filing.
  • Allendale Columbia School Defined Contribution Ret end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160983166 · Allendale Columbia School PY 2023 · Other

Allendale Columbia School Defined Contribution Ret · $22M · 124 · 75th

  • 5500 $22M
  • 5500 124
  • 5500 75th
  • 5500 Other
  • 5500 near Mcpherson College 403(b) Plan
  • 5500 ind #2175

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 →

Allendale Columbia School Defined Contribution Ret in the asset neighbourhood

403(b) Thrift Plan of Community Health Care, Inc403(b) Thrift Plan of Commun…$22MThe 403(b) Thrift Plan for Canine Companions for Independence, Inc.The 403(b) Thrift Plan for C…$22MAllendale Columbia School Defined Contribution RetAllendale Columbia School De…$22MMcpherson College 403(b) Plan$22MPacific Ridge School 403(b) DC PlanPacific Ridge School 403(b) …$22M
End-of-year total assets ($M) among Allendale Columbia School Defined Contribution Ret and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN160983166
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allendale Columbia School)

Sponsor-wide plan assets over time

All Allendale Columbia School plans reported in each filing year

Latest sponsor-wide plan assets
$24M 16.357432030191944% vs 2022
2024 filing year
$20M$21M$22M$23M$24M$25M 202220232024 $20.4M $23.7M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 109 $20M
2023 1 124 $22M
2024 1 118 $24M

Nearby Other Plans in New York

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

Allendale Columbia School Defined Contribution Ret vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Allendale Columbia School Defined Contribution Ret, Total assets ($B): 0.022434201 · Participants: 124Allendale Columbia School Defined Contribution RetNorthwell 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
Allendale Columbia School Defined Contribution Ret vs. nearby Other plans in New York, assets vs. participants
Compare Allendale Columbia School Defined Contribution Ret side-by-side with 3 peers →

Allendale Columbia School Defined Contribution Ret's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Mcpherson College 403(b) Plan in KS ($22M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Allendale Columbia School Defined Contribution Ret assets move in 2023? ▼
Allendale Columbia School Defined Contribution Ret grew at a solid clip - up 9.9% during 2023, from $20M to $22M. Reported net income was $2M.
How have Allendale Columbia School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allendale Columbia School's sponsor-wide assets grew 16.4%, from $20M to $24M.
Where does Allendale Columbia School Defined Contribution Ret rank by assets among Form 5500 filers? ▼
Allendale Columbia School Defined Contribution Ret ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Allendale Columbia School Defined Contribution Ret? ▼
Among Other plans in other states, the closest by assets is Mcpherson College 403(b) Plan in KS ($22M, 195 participants).
Which Other plans cover a similar participant headcount to Allendale Columbia School Defined Contribution Ret? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 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 160983166.

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.