Other · DOL Form 5500 · 2023
Doctor Richard Izquierdo Health and Science Charter School Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $29,796
- Avg per participant Low balance/head
Official DOL plan name: Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan · Sponsored by Doctor Richard Izquierdo Health and Science Charter School · New York · Educational Services
$4M in assets, 128 participants
Doctor Richard Izquierdo Health and Science Charter School's Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan reported $4M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #969 in Educational Services (3,735 peers)
Coverage in New York
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #969
- in Educational Services (3,735 peers)
- +12.7%
- assets growth YoY
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,813,852 39th percentile higher than 39% 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
Dr. Richard Izquierdo Health and Science Charter School 403(b) 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. Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan reported net income fell from $567K in the plan year 2022 filing to $430K in the plan year 2023 filing.
- Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan reported participants rose from 106 in the plan year 2022 filing to 128 in the plan year 2023 filing.
- Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 271766995 · Doctor Richard Izquierdo Health and Science Charter School PY 2023 · Other
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan · $4M · 128 · 39th
- SCH $4M
- EBSA 128
- PART 39th
- TYPE Other
- NET near The Grammar School, Inc. 403(b) Plan
- BOOK ind #969
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 →
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $430K |
| Employer EIN | 271766995 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Doctor Richard Izquierdo Health and Science Charter School)
Sponsor-wide plan assets over time
All Doctor Richard Izquierdo Health and Science Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.183584815333603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $3M |
| 2023 | 1 | 128 | $4M |
| 2024 | 1 | 110 | $4M |
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
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Grammar School, Inc. 403(b) Plan in VT ($4M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Southern Mississippi Planning and Development District 403(b) Plan (MS) 128 · 0 off
- Intellisurvey 401(k) Plan (CA) 128 · 0 off
- Marin Academy Defined Contribution Retirement Plan (CA) 128 · 0 off
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.