Other · DOL Form 5500 · 2023

The Masters School Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
252
Participants Below avg headcount
87th
Percentile by assets National rank
$219,412
Avg per participant Above avg balance/head
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Official DOL plan name: The Masters School 403(b) DC Plan · Sponsored by The Masters School · New York · Educational Services

$55M in assets, 252 participants

The Masters School's The Masters School 403(b) DC Plan reported $55M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,836 in Educational Services (3,735 peers)

Coverage in New York

The Masters School 403(b) DC Plan covers 252 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $55M.

#2,836
in Educational Services (3,735 peers)
+15.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Masters School 403(b) DC Plan's outsized position by total assets

The Masters School 403(b) DC Plan vs every filed plan by assets

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

$55,291,709 Top 13% higher than 87% 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

The Masters 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. The Masters School 403(b) DC Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Masters School 403(b) DC Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Masters School 403(b) DC Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • The Masters School 403(b) DC Plan reported participants fell from 281 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131740472 · The Masters School PY 2023 · Other

The Masters School 403(b) DC Plan · $55M · 252 · 87th

  • PHOTO $55M
  • IND 252
  • EOY 87th
  • 5500 Other
  • ASSETS near Waynesburg University Defined Contribution Retirement Plan
  • PCT ind #2836

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 →

The Masters School 403(b) DC Plan in the asset neighbourhood

Center on Budget and Policy Priorities 403(b) Retirement PlanCenter on Budget and Policy …$56MBuckner Int'l 403b Retirement Savings PlanBuckner Int'l 403b Retiremen…$55MThe Masters School 403(b) DC PlanThe Masters School 403(b) DC…$55MWaynesburg University Defined Contribution Retirement PlanWaynesburg University Define…$55MLakeland University Retirement Plan 403(b)Lakeland University Retireme…$55M
End-of-year total assets ($M) among The Masters School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$55M
Net Income$8M
Employer EIN131740472
Plan Effective Date1924-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Masters School)

Sponsor-wide plan assets over time

All The Masters School plans reported in each filing year

Latest sponsor-wide plan assets
$63M 32.4796476299959% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.7M $63.2M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 281 $48M
2023 1 252 $55M
2024 1 244 $63M

Nearby Other Plans in New York

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

The Masters 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 ($B) Participants The Masters School 403(b) DC Plan, Total assets ($B): 0.055291709 · Participants: 252The Masters 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
The Masters School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Masters School 403(b) DC Plan side-by-side with 3 peers →

The Masters School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($55M); by covered participants it is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 The Masters School 403(b) DC Plan assets move in 2023? ▼
The Masters School 403(b) DC Plan grew sharply - up 15.9% during 2023, from $48M to $55M. Reported net income was $8M.
How have The Masters School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Masters School's sponsor-wide assets grew 32.5%, from $48M to $63M.
Where does The Masters School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Masters School 403(b) DC Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Masters School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($55M, 361 participants).
Which Other plans cover a similar participant headcount to The Masters School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants, $21M 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 131740472.

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.