Other · DOL Form 5500 · 2023

Grace Church School Retirement Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
203
Participants Below avg headcount
88th
Percentile by assets National rank
$332,689
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Grace Church School Retirement and Savings Plan · Sponsored by Grace Church School · New York · Educational Services

$68M in assets, 203 participants

Grace Church School's Grace Church School Retirement and Savings Plan reported $68M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,957 in Educational Services (3,735 peers)

Coverage in New York

Grace Church School Retirement and Savings Plan covers 203 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $68M.

#2,957
in Educational Services (3,735 peers)
+17.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Grace Church School Retirement and Savings Plan's outsized position by total assets

Grace Church School Retirement and Savings Plan vs every filed plan by assets

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

$67,535,822 Top 12% higher than 88% 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

Grace Church School Retirement and Savings 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. Grace Church School Retirement and Savings Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grace Church School Retirement and Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Grace Church School Retirement and Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113752853 · Grace Church School PY 2023 · Other

Grace Church School Retirement and Savings Plan · $68M · 203 · 88th

  • EOY $68M
  • 5500 203
  • ASSETS 88th
  • PCT Other
  • EIN near Carteret County General Hospital Tax Deferred Savings Plan
  • RANK ind #2957

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 →

Grace Church School Retirement and Savings Plan in the asset neighbourhood

Hanover College 403(b) Retirement PlanHanover College 403(b) Retir…$68MAmerican College of Surgeons Long Term Savings PlanAmerican College of Surgeons…$68MMountain Area Health Education Center, Inc. Retirement PlanMountain Area Health Educati…$68MCarteret County General Hospital Tax Deferred Savings PlanCarteret County General Hosp…$68MGrace Church School Retirement and Savings PlanGrace Church School Retireme…$68M
End-of-year total assets ($M) among Grace Church School Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN113752853
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grace Church School)

Sponsor-wide plan assets over time

All Grace Church School plans reported in each filing year

Latest sponsor-wide plan assets
$75M 30.75660617884729% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.6M $75.3M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 203 $58M
2023 1 203 $68M
2024 1 207 $75M

Nearby Other Plans in New York

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

Grace Church School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Grace Church School Retirement and Savings Plan, Total assets ($B): 0.067535822 · Participants: 203Grace Church School Retirement and Savings 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
Grace Church School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Grace Church School Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Carteret County General Hospital Tax Deferred Savings Plan in NC ($68M); by covered participants it is Groton School 403(b) Defined Contribution Retirement Plan in MA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Grace Church School Retirement and Savings Plan assets move in 2023?
Grace Church School Retirement and Savings Plan grew sharply - up 17.2% during 2023, from $58M to $68M. Reported net income was $10M.
How have Grace Church School plan assets changed over time?
Across 3 plan years on file (2022-2024), Grace Church School's sponsor-wide assets grew 30.8%, from $58M to $75M.
Where does Grace Church School Retirement and Savings Plan rank by assets among Form 5500 filers?
Grace Church School Retirement and Savings Plan ranks in the 88th 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 Grace Church School Retirement and Savings Plan?
Among Other plans in other states, the closest by assets is Carteret County General Hospital Tax Deferred Savings Plan in NC ($68M, 1,165 participants).
Which Other plans cover a similar participant headcount to Grace Church School Retirement and Savings Plan?
Among Other plans in other states, the closest by covered participants is Groton School 403(b) Defined Contribution Retirement Plan in MA (203 participants, $80M in assets).