Other · DOL Form 5500 · 2023

Collegiate School Retirement Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
156
Participants Small participant base
92nd
Percentile by assets National rank
$773,070
Avg per participant High balance/head
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Official DOL plan name: Collegiate School Defined Contribution Retirement Plan · Sponsored by Collegiate School · New York · Educational Services

$121M in assets, 156 participants

Collegiate School's Collegiate School Defined Contribution Retirement Plan reported $121M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,247 in Educational Services (3,735 peers)

Coverage in New York

Collegiate School Defined Contribution Retirement Plan covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $121M.

#3,247
in Educational Services (3,735 peers)
+10.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Collegiate School Defined Contribution Retirement Plan's outsized position by total assets

Collegiate School Defined Contribution Retirement Plan vs every filed plan by assets

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

$120,598,898 Top 8% higher than 92% 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

Collegiate School Defined Contribution Retirement 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. Collegiate School Defined Contribution Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collegiate School Defined Contribution Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Collegiate School Defined Contribution Retirement Plan end-of-year assets rose from $110M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Collegiate School Defined Contribution Retirement Plan reported participants fell from 158 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131634966 · Collegiate School PY 2023 · Other

Collegiate School Defined Contribution Retirement Plan · $121M · 156 · 92nd

  • NET $121M
  • BOOK 156
  • VS-ST 92nd
  • BOY Other
  • SCH near The Potomac School Tax-Deferred Savings and Retirement Plan
  • EBSA ind #3247

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 →

Collegiate School Defined Contribution Retirement Plan in the asset neighbourhood

Akron Children's Hospital Retirement Security PlanAkron Children's Hospital Re…$121MRobert Wood Johnson Foundation Matched Savings PlanRobert Wood Johnson Foundati…$121MCollegiate School Defined Contribution Retirement PlanCollegiate School Defined Co…$121MThe Potomac School Tax-Deferred Savings and Retirement PlanThe Potomac School Tax-Defer…$120MThe Principia Corporation Retirement Plan for Faculty & StaffThe Principia Corporation Re…$120M
End-of-year total assets ($M) among Collegiate School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$121M
Net Income$11M
Employer EIN131634966
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collegiate School)

Sponsor-wide plan assets over time

All Collegiate School plans reported in each filing year

Latest sponsor-wide plan assets
$136M 23.82706487030531% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $110M $136M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 158 $110M
2023 1 156 $121M
2024 1 170 $136M

Nearby Other Plans in New York

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

Collegiate School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Collegiate School Defined Contribution Retirement Plan, Total assets ($B): 0.120598898 · Participants: 156Collegiate School Defined Contribution Retirement 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
Collegiate School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Collegiate School Defined Contribution Retirement Plan side-by-side with 3 peers →

Collegiate School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Potomac School Tax-Deferred Savings and Retirement Plan in VA ($120M); by covered participants it is American Jewish University DC Retirement Plan in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Collegiate School Defined Contribution Retirement Plan assets move in 2023? ▼
Collegiate School Defined Contribution Retirement Plan grew at a solid clip - up 10.0% during 2023, from $110M to $121M. Reported net income was $11M.
How have Collegiate School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collegiate School's sponsor-wide assets grew 23.8%, from $110M to $136M.
Where does Collegiate School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Collegiate School Defined Contribution Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Collegiate School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Potomac School Tax-Deferred Savings and Retirement Plan in VA ($120M, 245 participants).
Which Other plans cover a similar participant headcount to Collegiate School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Jewish University DC Retirement Plan in CA (156 participants, $20M 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 131634966.

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.