Other · DOL Form 5500 · 2023

Little Red School House Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
171
Participants Small participant base
87th
Percentile by assets National rank
$335,735
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lrei Retirement and Savings Plan · Sponsored by Little Red School House · New York · Educational Services

$57M in assets, 171 participants

Little Red School House's Lrei Retirement and Savings Plan reported $57M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,852 in Educational Services (3,735 peers)

Coverage in New York

Lrei Retirement and Savings Plan covers 171 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $57M.

#2,852
in Educational Services (3,735 peers)
+10.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lrei Retirement and Savings Plan's outsized position by total assets

Lrei Retirement and Savings Plan vs every filed plan by assets

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

$57,410,650 Top 13% higher than 87% 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

Lrei 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. Lrei Retirement and Savings Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lrei Retirement and Savings Plan reported net income fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lrei Retirement and Savings Plan end-of-year assets rose from $52M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Lrei Retirement and Savings Plan reported participants rose from 157 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135562268 · Little Red School House PY 2023 · Other

Lrei Retirement and Savings Plan · $57M · 171 · 87th

  • PART $57M
  • TYPE 171
  • NET 87th
  • BOOK Other
  • VS-ST near Seti Institute 403(b) Plan
  • BOY ind #2852

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 →

Lrei Retirement and Savings Plan in the asset neighbourhood

University of Nebraska Foundation Defined Contribution Retirement PlanUniversity of Nebraska Found…$57MLrei Retirement and Savings PlanLrei Retirement and Savings …$57MSeti Institute 403(b) Plan$57MDana Hall School Retirement Plan for EmployeesDana Hall School Retirement …$57MCasey Family Programs 403(b) PlanCasey Family Programs 403(b)…$57M
End-of-year total assets ($M) among Lrei 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)$52M
Net Assets (End of Year)$57M
Net Income$5M
Employer EIN135562268
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Little Red School House)

Sponsor-wide plan assets over time

All Little Red School House plans reported in each filing year

Latest sponsor-wide plan assets
$62M 18.602374192111185% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.1M $61.8M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 157 $52M
2023 1 171 $57M
2024 1 167 $62M

Nearby Other Plans in New York

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

Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Lrei Retirement and Savings Plan, Total assets ($B): 0.05741065 · Participants: 171Lrei 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
Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Lrei Retirement and Savings Plan side-by-side with 3 peers →

Lrei Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Seti Institute 403(b) Plan in CA ($57M); by covered participants it is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Lrei Retirement and Savings Plan assets move in 2023? ▼
Lrei Retirement and Savings Plan grew at a solid clip - up 10.3% during 2023, from $52M to $57M. Reported net income was $5M.
How have Little Red School House plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Little Red School House's sponsor-wide assets grew 18.6%, from $52M to $62M.
Where does Lrei Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Lrei Retirement and Savings Plan ranks in the 87th 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 Lrei Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Seti Institute 403(b) Plan in CA ($57M, 156 participants).
Which Other plans cover a similar participant headcount to Lrei Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN (171 participants, $27M 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 135562268.

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.