Other · DOL Form 5500 · 2023

Northside Charter High School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
69
Participants Small participant base
35th
Percentile by assets National rank
$41,261
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Northside Charter High School · Sponsored by Northside Charter High School · New York · Educational Services

$3M in assets, 69 participants

Northside Charter High School's 403(b) Thrift Plan for Employees of Northside Charter High School reported $3M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #860 in Educational Services (3,735 peers)

What the 2023 filing shows

403(b) Thrift Plan for Employees of Northside Charter High School holds $3M for 69 participants - about $41,261 per participant, in the lower half of filed plans by assets.

#860
in Educational Services (3,735 peers)
-5.6%
assets change YoY

The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Northside Charter High School's mid-pack asset rank among Educational Services and all filers

403(b) Thrift Plan for Employees of Northside Charter High School vs every filed plan by assets

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

$2,847,012 35th percentile higher than 35% 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

403(b) Thrift Plan for Employees of Northside Charter High School among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Northside Charter High School is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Northside Charter High School reported net income fell from $342K in the plan year 2022 filing to -$169K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Northside Charter High School reported participants rose from 50 in the plan year 2022 filing to 69 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Northside Charter High School end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263861790 · Northside Charter High School PY 2023 · Other

403(b) Thrift Plan for Employees of Northside Charter High School · $3M · 69 · 35th

  • ASSETS $3M
  • ASSETS 69
  • ASSETS 35th
  • ASSETS Other
  • ASSETS near Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan
  • ASSETS ind #860

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 →

403(b) Thrift Plan for Employees of Northside Charter High School in the asset neighbourhood

403(b) Thrift Plan for Employees of Northside Charter High School403(b) Thrift Plan for Emplo…$3MPomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity PlanPomperaug Woods, Inc. Intern…$3MTyrone Hospital 403(b) Plan$3MFairfax Medical 403(b) Plan$3MGoodwill 403(b) Plan$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Northside Charter High School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$169K
Employer EIN263861790
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northside Charter High School)

Sponsor-wide plan assets over time

All Northside Charter High School plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.4569904149053874% vs 2022
2024 filing year
$2.8M$2.9M$3M$3.1M 202220232024 $3.02M $3M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 50 $3M
2023 1 69 $3M
2024 1 77 $3M

Nearby Other Plans in New York

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

403(b) Thrift Plan for Employees of Northside Charter High School vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Northside Charter High School, Total assets ($B): 0.002847012 · Participants: 69403(b) Thrift Plan for Employees of Northside Charter High SchoolNorthwell 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
403(b) Thrift Plan for Employees of Northside Charter High School vs. nearby Other plans in New York, assets vs. participants

403(b) Thrift Plan for Employees of Northside Charter High School's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in CT ($3M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 403(b) Thrift Plan for Employees of Northside Charter High School assets move in 2023?
403(b) Thrift Plan for Employees of Northside Charter High School pulled back noticeably - down 5.6% during 2023, from $3M to $3M. Reported net income was -$169K.
How have Northside Charter High School plan assets changed over time?
Across 3 plan years on file (2022-2024), Northside Charter High School's sponsor-wide assets declined 0.5%, from $3M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Northside Charter High School?
Among Other plans in other states, the closest by assets is Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in CT ($3M, 130 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Northside Charter High School?
Among Other plans in other states, the closest by covered participants is Urban Corps of San Diego County 403(b) Plan in CA (69 participants, $915K in assets).