Other · DOL Form 5500 · 2023
Brooklyn Heights Montessori School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $133,189
- Avg per participant Near avg balance/head
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.
- #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.
- #1,331
- in Educational Services (3,735 peers)
- +10.4%
- assets growth YoY
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School's mid-pack asset rank among Educational Services and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Section 403(b) Retirement Plan for Brooklyn Heights Montessori School is a small filing (55 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 116044329 · Brooklyn Heights Montessori School PY 2023 · Other
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School · $7M · 55 · 52nd
- EIN $7M
- RANK 55
- PHOTO 52nd
- IND Other
- EOY near Midland Care Connection Retirement Plan
- 5500 ind #1331
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 →
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School in the asset neighbourhood
Brooklyn Heights Montessori School multi-year asset trail
Sponsor-wide plan assets over time
All Brooklyn Heights Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 28.494183709804492% vs 2022
- 2024 filing year
| 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 EIN | 116044329 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Midland Care Connection Retirement Plan in KS ($7M); by covered participants it is 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo in OH (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Midland Care Connection Retirement Plan (KS) $7M · 460
- Conard House Retirement Plan (CA) $7M · 127
- Community Action Wayne/Medina Retirement Savings Plan (OH) $7M · 138
- Seniorsplus Pension Plan (ME) $7M · 141
Similar participant headcount
Nearest other-state filings by covered participants (55 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.