Other · DOL Form 5500 · 2023

Collegiate School Retirement Plan

Data updated 2026-08-11

$121M
Total assets
156
Participants
92nd
Percentile by assets
$773,070
Avg per participant
PlainRetire home → About this data

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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$121M
total plan assets (2023 EOY)
156
covered participants
92nd
percentile by assets (of 127,072 plans)
$773,070
avg assets per participant

Where Collegiate School Defined Contribution Retirement Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Collegiate School Defined Contribution Retirement Plan reports 156 participants - about 20% of that state average ($121M EOY assets).

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)

$100M$110M$120M$130M$140M 202220232024 $110M $136M ▲ +23.8%
Total plan assets by year, all Collegiate School plans on file
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

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 De…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Collegiate School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Collegiate School Defined Contribution R… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Collegiate School Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for Collegiate School Defined Contribution R…

Filing takeaways

Ways to act on Collegiate School Defined Contribution Retirement Plan's numbers.

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.