Other · DOL Form 5500 · 2023

Columbia Grammar and Preparatory School Retirement Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
414
Participants Below avg headcount
93rd
Percentile by assets National rank
$300,544
Avg per participant High balance/head
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Official DOL plan name: Columbia Grammar and Preparatory School 403(b) DC Plan · Sponsored by Columbia Grammar and Preparatory School · New York · Educational Services

$124M in assets, 414 participants

Columbia Grammar and Preparatory School's Columbia Grammar and Preparatory School 403(b) DC Plan reported $124M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,260 in Educational Services (3,735 peers)

Where Columbia Grammar and Preparatory School 403(b) DC Plan sits by assets

Columbia Grammar and Preparatory School 403(b) DC Plan sits in the top 10% of all filed plans by assets, $124M for 414 participants (~$300,544/participant), up 2.9% in 2023.

#3,260
in Educational Services (3,735 peers)
+2.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Columbia Grammar and Preparatory School 403(b) DC Plan's outsized position by total assets

Columbia Grammar and Preparatory School 403(b) DC Plan vs every filed plan by assets

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

$124,425,088 Top 7% higher than 93% 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

Columbia Grammar and Preparatory School 403(b) DC 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. Columbia Grammar and Preparatory School 403(b) DC Plan sits mid-pack in the medium band (414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbia Grammar and Preparatory School 403(b) DC Plan reported net income fell from $13M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Columbia Grammar and Preparatory School 403(b) DC Plan end-of-year assets rose from $121M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • Columbia Grammar and Preparatory School 403(b) DC Plan reported participants fell from 420 in the plan year 2022 filing to 414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 130590970 · Columbia Grammar and Preparatory School PY 2023 · Other

Columbia Grammar and Preparatory School 403(b) DC Plan · $124M · 414 · 93rd

  • EBSA $124M
  • PART 414
  • TYPE 93rd
  • NET Other
  • BOOK near Froedtert Health, Inc 401(a) Retirement Plan
  • VS-ST ind #3260

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 →

Columbia Grammar and Preparatory School 403(b) DC Plan in the asset neighbourhood

Saint Anselm College Defined Contribution Retirement PlanSaint Anselm College Defined…$126MMeharry Medical College Defined Contribution PlanMeharry Medical College Defi…$125MEducation Development Center Supplemental Retirement PlanEducation Development Center…$125MColumbia Grammar and Preparatory School 403(b) DC PlanColumbia Grammar and Prepara…$124MFroedtert Health, Inc 401(a) Retirement PlanFroedtert Health, Inc 401(a)…$124M
End-of-year total assets ($M) among Columbia Grammar and Preparatory School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$124M
Net Income$4M
Employer EIN130590970
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Grammar and Preparatory School)

Sponsor-wide plan assets over time

All Columbia Grammar and Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$138M 14.097641110056692% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $121M $138M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 420 $121M
2023 1 414 $124M
2024 1 425 $138M

Nearby Other Plans in New York

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

Columbia Grammar and Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Columbia Grammar and Preparatory School 403(b) DC Plan, Total assets ($B): 0.124425088 · Participants: 414Columbia Grammar and Preparatory School 403(b) DC 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
Columbia Grammar and Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Columbia Grammar and Preparatory School 403(b) DC Plan side-by-side with 3 peers →

Columbia Grammar and Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Froedtert Health, Inc 401(a) Retirement Plan in WI ($124M); by covered participants it is NECA-IBEW Local Union 1701 Pension Benefit Trust Fund in MI (414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (414 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 Columbia Grammar and Preparatory School 403(b) DC Plan assets move in 2023? ▼
Columbia Grammar and Preparatory School 403(b) DC Plan edged up modestly - up 2.9% during 2023, from $121M to $124M. Reported net income was $4M.
How have Columbia Grammar and Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Grammar and Preparatory School's sponsor-wide assets grew 14.1%, from $121M to $138M.
Where does Columbia Grammar and Preparatory School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Columbia Grammar and Preparatory School 403(b) DC Plan ranks in the 93rd 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 Columbia Grammar and Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Froedtert Health, Inc 401(a) Retirement Plan in WI ($124M, 2,198 participants).
Which Other plans cover a similar participant headcount to Columbia Grammar and Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is NECA-IBEW Local Union 1701 Pension Benefit Trust Fund in MI (414 participants, $64M 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 130590970.

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.