Defined Benefit (Pension) · DOL Form 5500 · 2022

The Summit School Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
94
Participants Small participant base
67th
Percentile by assets National rank
$120,036
Avg per participant Near avg balance/head
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Official DOL plan name: Summit School Retirement Plan · Sponsored by The Summit School · New York · Educational Services

$11M in assets, 94 participants

The Summit School's Summit School Retirement Plan reported $11M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,990 in Educational Services (4,024 peers)

The Summit School multi-year trail

The Summit School's plans moved +10.9% in assets from 2022 to 2024; this filing shows Summit School Retirement Plan at $11M / 94 participants.

#1,990
in Educational Services (4,024 peers)
+7.6%
assets growth YoY

Summit School Retirement Plan's outsized position by total assets

Summit School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,283,347 Top 33% higher than 67% of 139,123 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 2022

Summit School Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit School Retirement Plan is a small filing (94 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 112167091 · The Summit School PY 2022 · Defined Benefit (Pension)

Summit School Retirement Plan · $11M · 94 · 67th

  • EOY $11M
  • 5500 94
  • ASSETS 67th
  • PCT Defined Benefit (Pension)
  • EIN near Sypris Technologies Marion, LLC Restated Pension Plan for Union Employees
  • RANK ind #1990

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 →

Summit School Retirement Plan in the asset neighbourhood

Summit School Retirement Plan$11MSypris Technologies Marion, LLC Restated Pension Plan for Union EmployeesSypris Technologies Marion, …$11MRetirement Plan for Hourly and Salaried Employees of Donsco, Inc.Retirement Plan for Hourly a…$11MCity and County Credit Union Pension PlanCity and County Credit Union…$11MCity National Bank Defined Benefit Pension PlanCity National Bank Defined B…$11M
End-of-year total assets ($M) among Summit School Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Summit School multi-year asset trail

Sponsor-wide plan assets over time

All The Summit School plans reported in each filing year

Latest sponsor-wide plan assets
$27M 10.857077212119325% vs 2022
2024 filing year
$23M$24M$25M$26M$27M 202220232024 $24M $26.6M ▲ +10.9%
Year Plans Participants Total Assets
2022 2 215 $24M
2023 2 261 $26M
2024 2 250 $27M

The Summit School filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$930K
Employer EIN112167091
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Summit School Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Summit School Retirement Plan, Total assets ($B): 0.011283347 · Participants: 94Summit School Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Summit School Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Summit School Retirement Plan side-by-side with 3 peers →

Summit School Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sypris Technologies Marion, LLC Restated Pension Plan for Union Employees in KY ($11M); by covered participants it is Century Furniture, LLC Pension Plan and Trust in NC (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Summit School Retirement Plan assets move in 2022? ▼
Summit School Retirement Plan grew at a solid clip - up 7.6% during 2022, from $10M to $11M. Reported net income was $930K.
How have The Summit School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Summit School's sponsor-wide assets grew 10.9%, from $24M to $27M.
Which Defined Benefit (Pension) plans are similar in size to Summit School Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sypris Technologies Marion, LLC Restated Pension Plan for Union Employees in KY ($11M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Summit School Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Century Furniture, LLC Pension Plan and Trust in NC (94 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112167091.

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.