Other · DOL Form 5500 · 2023

Little Red School House Retirement Plan

Data updated 2026-08-11

$57M
Total assets
171
Participants
87th
Percentile by assets
$335,735
Avg per participant
PlainRetire home → About this data

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.

  • 87th percentile by assets (of 127,072 plans)
  • #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.

$57M
total plan assets (2023 EOY)
171
covered participants
87th
percentile by assets (of 127,072 plans)
$335,735
avg assets per participant

Where Lrei Retirement and Savings Plan sits 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 $2,010,000,000 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

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 →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Lrei Retirement and Savings Plan reports 171 participants - about 21% of that state average ($57M EOY assets).

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)

$50M$55M$60M$65M 202220232024 $52.1M $61.8M ▲ +18.6%
Total plan assets by year, all Little Red School House plans on file
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

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 …Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lrei Retirement and Savings Plan by total assets, not by location.

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).

Next read for Lrei Retirement and Savings Plan

Filing takeaways

Ways to act on Lrei Retirement and Savings Plan's numbers.