Other · DOL Form 5500 · 2023

The Equity Project Charter School Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
116
Participants Small participant base
57th
Percentile by assets National rank
$78,303
Avg per participant Below avg balance/head
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Official DOL plan name: The Equity Project Charter School 403(b)Deferred Compensation Plan · Sponsored by The Equity Project Charter School · New York · Educational Services

$9M in assets, 116 participants

The Equity Project Charter School's The Equity Project Charter School 403(b)Deferred Compensation Plan reported $9M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,480 in Educational Services (3,735 peers)

Coverage in New York

The Equity Project Charter School 403(b)Deferred Compensation Plan covers 116 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.

#1,480
in Educational Services (3,735 peers)
+28.8%
assets growth YoY

The Equity Project Charter School 403(b)Deferred Compensation Plan's mid-pack asset rank among Educational Services and all filers

The Equity Project Charter School 403(b)Deferred Compensation Plan vs every filed plan by assets

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

$9,083,130 Top 43% higher than 57% 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 Equity Project Charter School 403(b)Deferred Compensation 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. The Equity Project Charter School 403(b)Deferred Compensation Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Equity Project Charter School 403(b)Deferred Compensation Plan reported net income rose from $882K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Equity Project Charter School 403(b)Deferred Compensation Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Equity Project Charter School 403(b)Deferred Compensation Plan reported participants rose from 114 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900354470 · The Equity Project Charter School PY 2023 · Other

The Equity Project Charter School 403(b)Deferred Compensation Plan · $9M · 116 · 57th

  • BOY $9M
  • SCH 116
  • EBSA 57th
  • PART Other
  • TYPE near Alight Defined Contribution Retirement Plan
  • NET ind #1480

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 Equity Project Charter School 403(b)Deferred Compensation Plan in the asset neighbourhood

Buffalo Bill Historical Center 403(b) DC PlanBuffalo Bill Historical Cent…$9MThe Equity Project Charter School 403(b)Deferred Compensation PlanThe Equity Project Charter S…$9MAlight Defined Contribution Retirement PlanAlight Defined Contribution …$9MRoyal Oaks 403b Plan$9MCommunity Action Partnership of Kern 403(b) PlanCommunity Action Partnership…$9M
End-of-year total assets ($M) among The Equity Project Charter School 403(b)Deferred Compensation Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN900354470
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Equity Project Charter School)

Sponsor-wide plan assets over time

All The Equity Project Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$10M 36.9587413955942% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.05M $9.66M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 114 $7M
2023 1 116 $9M
2024 1 119 $10M

Nearby Other Plans in New York

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

The Equity Project Charter School 403(b)Deferred Compensation Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Equity Project Charter School 403(b)Deferred Compensation Plan, Total assets ($B): 0.00908313 · Participants: 116The Equity Project Charter School 403(b)Deferred Compensation 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
The Equity Project Charter School 403(b)Deferred Compensation Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Equity Project Charter School 403(b)Deferred Compensation Plan side-by-side with 3 peers →

The Equity Project Charter School 403(b)Deferred Compensation Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Alight Defined Contribution Retirement Plan in MN ($9M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Equity Project Charter School 403(b)Deferred Compensation Plan assets move in 2023? ▼
The Equity Project Charter School 403(b)Deferred Compensation Plan grew sharply - up 28.8% during 2023, from $7M to $9M. Reported net income was $2M.
How have The Equity Project Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Equity Project Charter School's sponsor-wide assets grew 37.0%, from $7M to $10M.
Which Other plans are similar in size to The Equity Project Charter School 403(b)Deferred Compensation Plan? ▼
Among Other plans in other states, the closest by assets is Alight Defined Contribution Retirement Plan in MN ($9M, 89 participants).
Which Other plans cover a similar participant headcount to The Equity Project Charter School 403(b)Deferred Compensation Plan? ▼
Among Other plans in other states, the closest by covered participants is Educare of Washington, DC 403(b) Plan in DC (116 participants, $2M 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 900354470.

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.