Other · DOL Form 5500 · 2023

Birch Wathen Lenox School Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
124
Participants Small participant base
81st
Percentile by assets National rank
$284,850
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Birch Wathen Lenox School Defined Contribution Retirement Plan · Sponsored by Birch Wathen Lenox School · New York · Educational Services

$35M in assets, 124 participants

Birch Wathen Lenox School's Birch Wathen Lenox School Defined Contribution Retirement Plan reported $35M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,521 in Educational Services (3,735 peers)

Coverage in New York

Birch Wathen Lenox School Defined Contribution Retirement Plan covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $35M.

#2,521
in Educational Services (3,735 peers)
+3.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Birch Wathen Lenox School Defined Contribution Retirement Plan's outsized position by total assets

Birch Wathen Lenox School Defined Contribution Retirement Plan vs every filed plan by assets

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

$35,321,372 Top 19% higher than 81% 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

Birch Wathen Lenox School Defined Contribution Retirement 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. Birch Wathen Lenox School Defined Contribution Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birch Wathen Lenox School Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Birch Wathen Lenox School Defined Contribution Retirement Plan reported participants fell from 135 in the plan year 2022 filing to 124 in the plan year 2023 filing.
  • Birch Wathen Lenox School Defined Contribution Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133603578 · Birch Wathen Lenox School PY 2023 · Other

Birch Wathen Lenox School Defined Contribution Retirement Plan · $35M · 124 · 81st

  • RANK $35M
  • PHOTO 124
  • IND 81st
  • EOY Other
  • 5500 near Melmark, Inc. Supplemental Retirement Annuity Plan
  • ASSETS ind #2521

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 →

Birch Wathen Lenox School Defined Contribution Retirement Plan in the asset neighbourhood

Chesapeake Bay Foundation, Inc. 403(b) PlanChesapeake Bay Foundation, I…$35MForsyth Country Day School Defined Contribution ReForsyth Country Day School D…$35MBirch Wathen Lenox School Defined Contribution Retirement PlanBirch Wathen Lenox School De…$35MMelmark, Inc. Supplemental Retirement Annuity PlanMelmark, Inc. Supplemental R…$35MLincoln Park Zoological Society Retirement PlanLincoln Park Zoological Soci…$35M
End-of-year total assets ($M) among Birch Wathen Lenox School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$35M
Net Income$1M
Employer EIN133603578
Plan Effective Date1991-02-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Wathen Lenox School)

Sponsor-wide plan assets over time

All Birch Wathen Lenox School plans reported in each filing year

Latest sponsor-wide plan assets
$38M 11.120879434451307% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34.2M $38M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 135 $34M
2023 1 124 $35M
2024 1 96 $38M

Nearby Other Plans in New York

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

Birch Wathen Lenox 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 ($B) Participants Birch Wathen Lenox School Defined Contribution Retirement Plan, Total assets ($B): 0.035321372 · Participants: 124Birch Wathen Lenox School Defined Contribution Retirement 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
Birch Wathen Lenox School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Birch Wathen Lenox School Defined Contribution Retirement Plan side-by-side with 3 peers →

Birch Wathen Lenox School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Melmark, Inc. Supplemental Retirement Annuity Plan in PA ($35M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Birch Wathen Lenox School Defined Contribution Retirement Plan assets move in 2023? ▼
Birch Wathen Lenox School Defined Contribution Retirement Plan edged up modestly - up 3.3% during 2023, from $34M to $35M. Reported net income was $1M.
How have Birch Wathen Lenox School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Wathen Lenox School's sponsor-wide assets grew 11.1%, from $34M to $38M.
Where does Birch Wathen Lenox School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Birch Wathen Lenox School Defined Contribution Retirement Plan ranks in the 81st 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 Birch Wathen Lenox School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Melmark, Inc. Supplemental Retirement Annuity Plan in PA ($35M, 624 participants).
Which Other plans cover a similar participant headcount to Birch Wathen Lenox School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 participants, $4M 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 133603578.

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.