Other · DOL Form 5500 · 2023

Brooklyn Heights Montessori School Retirement Plan

Data updated 2026-08-11

$7M
Total assets
55
Participants
52nd
Percentile by assets
$133,189
Avg per participant
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Official DOL plan name: Section 403(b) Retirement Plan for Brooklyn Heights Montessori School · Sponsored by Brooklyn Heights Montessori School · New York · Educational Services

$7M in assets, 55 participants

Brooklyn Heights Montessori School's Section 403(b) Retirement Plan for Brooklyn Heights Montessori School reported $7M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • 52nd percentile by assets (of 127,072 plans)
  • #1,331 in Educational Services (3,735 peers)

Brooklyn Heights Montessori School multi-year trail

Brooklyn Heights Montessori School's plans moved +28.5% in assets from 2022 to 2024; this filing shows Section 403(b) Retirement Plan for Brooklyn Heights Montessori School at $7M / 55 participants.

$7M
total plan assets (2023 EOY)
55
covered participants
52nd
percentile by assets (of 127,072 plans)
$133,189
avg assets per participant

Where Section 403(b) Retirement Plan for Brooklyn Heights Montessori School sits by total assets

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School vs every filed plan by assets

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

$7,325,375 Top 48% higher than 52% 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

  • Section 403(b) Retirement Plan for Brooklyn Heights Montessori School reported net income rose from -$782K in the plan year 2022 filing to $692K in the plan year 2023 filing.
  • Section 403(b) Retirement Plan for Brooklyn Heights Montessori School reported participants rose from 47 in the plan year 2022 filing to 55 in the plan year 2023 filing.
  • Section 403(b) Retirement Plan for Brooklyn Heights Montessori School end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Educational Services

Brooklyn Heights Montessori School across 3 plan years on file

Across the 3 plan years Brooklyn Heights Montessori School has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 28.5%, while reported participants moved from 47 to 61 (+29.8%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($7M).

Brooklyn Heights Montessori School multi-year asset trail

$6M$7M$8M$9M 202220232024 $6.63M $8.52M ▲ +28.5%
Total plan assets by year, all Brooklyn Heights Montessori School plans on file
Year Plans Participants Total Assets
2022 1 47 $7M
2023 1 55 $7M
2024 1 61 $9M

Brooklyn Heights Montessori School filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$692K
Employer EIN116044329
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Section 403(b) Retirement Plan for Brooklyn Heights Montessori School vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Section 403(b) Retir…, Total assets ($B): 0.007325375 · Participants: 55Section 403(b) Retir…Northwell Health 403…, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medi…University of Roches…, Total assets ($B): 7.214339559 · Participants: 28970University of Roches…Memorial Sloan Kette…, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for …
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School vs. nearby Other plans in New York, assets vs. participants
Compare Section 403(b) Retirement Plan for Brook… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Section 403(b) Retirement Plan for Brooklyn Heights Montessori School by total assets, not by location.

Frequently Asked Questions

How did Section 403(b) Retirement Plan for Brooklyn Heights Montessori School assets move in 2023? ▼
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School grew at a solid clip - up 10.4% during 2023, from $7M to $7M. Reported net income was $692K.
How have Brooklyn Heights Montessori School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brooklyn Heights Montessori School's sponsor-wide assets grew 28.5%, from $7M to $9M.
Which Other plans are similar in size to Section 403(b) Retirement Plan for Brooklyn Heights Montessori School? ▼
Among Other plans in other states, the closest by assets is Midland Care Connection Retirement Plan in KS ($7M, 460 participants).

Next read for Section 403(b) Retirement Plan for Brook…

Multi-year trail

Ways to act on Section 403(b) Retirement Plan for Brooklyn Heights Montessori School's numbers.

  • By total assets, Section 403(b) Retirement Plan for Brooklyn Heights Montessori School ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Brooklyn Heights Montessori School's sponsor-wide assets have grown 28.5% since 2022 across 3 plan years on file. More Educational Services plans

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 116044329.

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.