Profit Sharing · DOL Form 5500 · 2022
The Speyer Legacy School Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $57,506
- Avg per participant Low balance/head
Official DOL plan name: Speyer Legacy School 403(b)(7)Plan · Sponsored by The Speyer Legacy School · New York · Educational Services
$5M in assets, 86 participants
The Speyer Legacy School's Speyer Legacy School 403(b)(7)Plan reported $5M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #1,416 in Educational Services (4,024 peers)
The Speyer Legacy School multi-year trail
The Speyer Legacy School's plans moved +44.7% in assets from 2022 to 2024; this filing shows Speyer Legacy School 403(b)(7)Plan at $5M / 86 participants.
- #1,416
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
The plan reported a net loss of $754K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Speyer Legacy School 403(b)(7)Plan's mid-pack asset rank among Educational Services and all filers
Speyer Legacy School 403(b)(7)Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,945,519 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Speyer Legacy School 403(b)(7)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. Speyer Legacy School 403(b)(7)Plan is a small filing (86 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 264274070 · The Speyer Legacy School PY 2022 · Profit Sharing
Speyer Legacy School 403(b)(7)Plan · $5M · 86 · 50th
- NET $5M
- NET 86
- NET 50th
- NET Profit Sharing
- NET near Wonder Ice Cream Company Profit Sharing Plan
- NET ind #1416
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 →
Speyer Legacy School 403(b)(7)Plan in the asset neighbourhood
The Speyer Legacy School multi-year asset trail
Sponsor-wide plan assets over time
All The Speyer Legacy School plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 44.67438099014482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $5M |
| 2023 | 1 | 89 | $6M |
| 2024 | 1 | 98 | $7M |
The Speyer Legacy School filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$754K |
| Employer EIN | 264274070 |
| Plan Effective Date | 2009-08-05 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Speyer Legacy School 403(b)(7)Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Wonder Ice Cream Company Profit Sharing Plan in CA ($5M); by covered participants it is Dykman Electrical, Inc. Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 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.