Profit Sharing · DOL Form 5500 · 2023

The Lowell School Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
86
Participants Small participant base
35th
Percentile by assets National rank
$33,755
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lowell School Defined Contribution Retirement Plan · Sponsored by The Lowell School · New York · Educational Services

$3M in assets, 86 participants

The Lowell School's The Lowell School Defined Contribution Retirement Plan reported $3M in total assets and 86 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.

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

The Lowell School multi-year trail

The Lowell School's plans moved +14.8% in assets from 2022 to 2024; this filing shows The Lowell School Defined Contribution Retirement Plan at $3M / 86 participants.

#865
in Educational Services (3,735 peers)
+14.4%
assets growth YoY

The Lowell School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Lowell School Defined Contribution Retirement Plan vs every filed plan by assets

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

$2,902,905 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

The Lowell School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lowell School Defined Contribution Retirement Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lowell School Defined Contribution Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Lowell School Defined Contribution Retirement Plan reported participants rose from 77 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • The Lowell School Defined Contribution Retirement Plan reported net income rose from $344K in the plan year 2022 filing to $366K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113120337 · The Lowell School PY 2023 · Profit Sharing

The Lowell School Defined Contribution Retirement Plan · $3M · 86 · 35th

  • PART $3M
  • TYPE 86
  • NET 35th
  • BOOK Profit Sharing
  • VS-ST near Developers Resource Companies, Inc. Profit Sharing Plan & Trust
  • BOY ind #865

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 Lowell School Defined Contribution Retirement Plan in the asset neighbourhood

The Lowell School Defined Contribution Retirement PlanThe Lowell School Defined Co…$3MDevelopers Resource Companies, Inc. Profit Sharing Plan & TrustDevelopers Resource Companie…$3MJohn a Mazzotta Inc. Pension Transfer Trust PlanJohn a Mazzotta Inc. Pension…$3MRoyal Hydraulics, Inc. Profit Sharing PlanRoyal Hydraulics, Inc. Profi…$3MJ & a Sales, Inc. Profit Sharing PlanJ & a Sales, Inc. Profit Sha…$3M
End-of-year total assets ($M) among The Lowell School Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Lowell School multi-year asset trail

Sponsor-wide plan assets over time

All The Lowell School plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.787495720127671% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.54M $2.91M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 77 $3M
2023 1 86 $3M
2024 1 87 $3M

The Lowell School filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$366K
Employer EIN113120337
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

The Lowell School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants The Lowell School Defined Contribution Retirement Plan, Total assets ($B): 0.002902905 · Participants: 86The Lowell School Defined Contribution Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
The Lowell School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Lowell School Defined Contribution Retirement Plan side-by-side with 3 peers →

The Lowell School Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Developers Resource Companies, Inc. Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Southwest Hide Co. Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 The Lowell School Defined Contribution Retirement Plan assets move in 2023? ▼
The Lowell School Defined Contribution Retirement Plan grew at a solid clip - up 14.4% during 2023, from $3M to $3M. Reported net income was $366K.
How have The Lowell School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lowell School's sponsor-wide assets grew 14.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to The Lowell School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Developers Resource Companies, Inc. Profit Sharing Plan & Trust in CA ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Lowell School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Southwest Hide Co. Profit Sharing Plan in ID (86 participants, $6M 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 113120337.

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.