Other · DOL Form 5500 · 2023
The Packer Collegiate Institute Retirement Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 248
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $403,150
- Avg per participant High balance/head
Official DOL plan name: The Packer Collegiate Institute Defined Contribution Retirement Plan · Sponsored by The Packer Collegiate Institute · New York · Educational Services
$100M in assets, 248 participants
The Packer Collegiate Institute's The Packer Collegiate Institute Defined Contribution Retirement Plan reported $100M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,173 in Educational Services (3,735 peers)
Coverage in New York
The Packer Collegiate Institute Defined Contribution Retirement Plan covers 248 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $100M.
- #3,173
- in Educational Services (3,735 peers)
- +15.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The Packer Collegiate Institute Defined Contribution Retirement Plan's outsized position by total assets
The Packer Collegiate Institute Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$99,981,110 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Packer Collegiate Institute 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. The Packer Collegiate Institute Defined Contribution Retirement Plan sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Packer Collegiate Institute Defined Contribution Retirement Plan reported net income rose from $8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- The Packer Collegiate Institute Defined Contribution Retirement Plan end-of-year assets rose from $87M in the plan year 2022 filing to $100M in the plan year 2023 filing.
- The Packer Collegiate Institute Defined Contribution Retirement Plan reported participants rose from 241 in the plan year 2022 filing to 248 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 111633522 · The Packer Collegiate Institute PY 2023 · Other
The Packer Collegiate Institute Defined Contribution Retirement Plan · $100M · 248 · 91st
- EOY $100M
- EOY 248
- EOY 91st
- EOY Other
- EOY near Art Center College of Design Savings Plan
- EOY ind #3173
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 Packer Collegiate Institute Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $13M |
| Employer EIN | 111633522 |
| Plan Effective Date | 1919-06-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Packer Collegiate Institute)
Sponsor-wide plan assets over time
All The Packer Collegiate Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 28.26366571011582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $87M |
| 2023 | 1 | 248 | $100M |
| 2024 | 1 | 264 | $111M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Packer Collegiate Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Art Center College of Design Savings Plan in CA ($100M); by covered participants it is Virtuous Management Group in FL (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Art Center College of Design Savings Plan (CA) $100M · 1,521
- St. Paul's School Defined Contribution Retirement Plan (NH) $100M · 324
- Weta 403(b) Tax Deferred Savings Plan (VA) $100M · 405
- The Monterey Bay Aquarium Retirement Plan (CA) $100M · 489
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- Virtuous Management Group (FL) 248 · 0 off
- French International School 403(b) Retirement Plan (MD) 248 · 0 off
- Sage Memorial Hospital Tax Sheltered Annuity (AZ) 248 · 0 off
- Westminster Christian School 403(b) Plan (FL) 248 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.