Other · DOL Form 5500 · 2023

Trevor Day School Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
185
Participants Below avg headcount
88th
Percentile by assets National rank
$363,519
Avg per participant High balance/head
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Official DOL plan name: Trevor Day School Retirement and Savings Plan · Sponsored by Trevor Day School · New York · Educational Services

$67M in assets, 185 participants

Trevor Day School's Trevor Day School Retirement and Savings Plan reported $67M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,954 in Educational Services (3,735 peers)

Coverage in New York

Trevor Day School Retirement and Savings Plan covers 185 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $67M.

#2,954
in Educational Services (3,735 peers)
+15.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Trevor Day School Retirement and Savings Plan's outsized position by total assets

Trevor Day School Retirement and Savings Plan vs every filed plan by assets

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

$67,251,058 Top 12% higher than 88% 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

Trevor Day School Retirement and Savings 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. Trevor Day School Retirement and Savings Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trevor Day School Retirement and Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Trevor Day School Retirement and Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Trevor Day School Retirement and Savings Plan reported participants rose from 180 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131635261 · Trevor Day School PY 2023 · Other

Trevor Day School Retirement and Savings Plan · $67M · 185 · 88th

  • IND $67M
  • IND 185
  • IND 88th
  • IND Other
  • IND near Viewpoint Educational Foundation 403(b)
  • IND ind #2954

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 →

Trevor Day School Retirement and Savings Plan in the asset neighbourhood

The Eaton Puerto Rico Retirement Savings PlanThe Eaton Puerto Rico Retire…$67MTrevor Day School Retirement and Savings PlanTrevor Day School Retirement…$67MViewpoint Educational Foundation 403(b)Viewpoint Educational Founda…$67MCalifornia Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)California Pacific Medical C…$67MTj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$67M
End-of-year total assets ($M) among Trevor Day School Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$67M
Net Income$9M
Employer EIN131635261
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trevor Day School)

Sponsor-wide plan assets over time

All Trevor Day School plans reported in each filing year

Latest sponsor-wide plan assets
$74M 26.32606597056908% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.3M $73.6M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 180 $58M
2023 1 185 $67M
2024 1 190 $74M

Nearby Other Plans in New York

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

Trevor Day School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trevor Day School Retirement and Savings Plan, Total assets ($B): 0.067251058 · Participants: 185Trevor Day School Retirement and Savings 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
Trevor Day School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trevor Day School Retirement and Savings Plan side-by-side with 3 peers →

Trevor Day School Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Viewpoint Educational Foundation 403(b) in CA ($67M); by covered participants it is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Trevor Day School Retirement and Savings Plan assets move in 2023? ▼
Trevor Day School Retirement and Savings Plan grew sharply - up 15.4% during 2023, from $58M to $67M. Reported net income was $9M.
How have Trevor Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trevor Day School's sponsor-wide assets grew 26.3%, from $58M to $74M.
Where does Trevor Day School Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Trevor Day School Retirement and Savings Plan ranks in the 88th 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 Trevor Day School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Viewpoint Educational Foundation 403(b) in CA ($67M, 298 participants).
Which Other plans cover a similar participant headcount to Trevor Day School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants, N/A 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 131635261.

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.