Other · DOL Form 5500 · 2023

Kipp Capital Region Public Schools Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
379
Participants Below avg headcount
61st
Percentile by assets National rank
$28,984
Avg per participant Low balance/head
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Official DOL plan name: Kipp Capital Region Public Schools 403(b) Plan · Sponsored by Kipp Capital Region Public Schools · New York · Educational Services

$11M in assets, 379 participants

Kipp Capital Region Public Schools's Kipp Capital Region Public Schools 403(b) Plan reported $11M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,636 in Educational Services (3,735 peers)

Coverage in New York

Kipp Capital Region Public Schools 403(b) Plan covers 379 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $11M.

#1,636
in Educational Services (3,735 peers)
+34.6%
assets growth YoY

Kipp Capital Region Public Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Kipp Capital Region Public Schools 403(b) Plan vs every filed plan by assets

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

$10,985,120 Top 39% higher than 61% 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

Kipp Capital Region Public Schools 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. Kipp Capital Region Public Schools 403(b) Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kipp Capital Region Public Schools 403(b) Plan reported participants rose from 261 in the plan year 2022 filing to 379 in the plan year 2023 filing.
  • Kipp Capital Region Public Schools 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kipp Capital Region Public Schools 403(b) Plan reported net income rose from $2M 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 201347748 · Kipp Capital Region Public Schools PY 2023 · Other

Kipp Capital Region Public Schools 403(b) Plan · $11M · 379 · 61st

  • ASSETS $11M
  • ASSETS 379
  • ASSETS 61st
  • ASSETS Other
  • ASSETS near Suncoast Center, Inc. 403(b) Plan
  • ASSETS ind #1636

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 →

Kipp Capital Region Public Schools 403(b) Plan in the asset neighbourhood

Kipp Capital Region Public Schools 403(b) PlanKipp Capital Region Public S…$11MSuncoast Center, Inc. 403(b) PlanSuncoast Center, Inc. 403(b)…$11MChildren's Therapy Center 403(b) PlanChildren's Therapy Center 40…$11MSt. Andrews Presbyterian College DC PlanSt. Andrews Presbyterian Col…$11MSacramento Children's Home, Inc. 403(b) PlanSacramento Children's Home, …$11M
End-of-year total assets ($M) among Kipp Capital Region Public Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN201347748
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kipp Capital Region Public Schools)

Sponsor-wide plan assets over time

All Kipp Capital Region Public Schools plans reported in each filing year

Latest sponsor-wide plan assets
$13M 53.4368706824814% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.16M $12.5M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 261 $8M
2023 1 379 $11M
2024 1 356 $13M

Nearby Other Plans in New York

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

Kipp Capital Region Public Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Kipp Capital Region Public Schools 403(b) Plan, Total assets ($B): 0.01098512 · Participants: 379Kipp Capital Region Public Schools 403(b) 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
Kipp Capital Region Public Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Kipp Capital Region Public Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Suncoast Center, Inc. 403(b) Plan in FL ($11M); by covered participants it is Casey Family Programs 403(b) Plan in WA (379 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Kipp Capital Region Public Schools 403(b) Plan assets move in 2023?
Kipp Capital Region Public Schools 403(b) Plan surged - up 34.6% during 2023, from $8M to $11M. Reported net income was $3M.
How have Kipp Capital Region Public Schools plan assets changed over time?
Across 3 plan years on file (2022-2024), Kipp Capital Region Public Schools's sponsor-wide assets grew 53.4%, from $8M to $13M.
Which Other plans are similar in size to Kipp Capital Region Public Schools 403(b) Plan?
Among Other plans in other states, the closest by assets is Suncoast Center, Inc. 403(b) Plan in FL ($11M, 246 participants).
Which Other plans cover a similar participant headcount to Kipp Capital Region Public Schools 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Casey Family Programs 403(b) Plan in WA (379 participants, $57M in assets).