401(k) · DOL Form 5500 · 2023

Uncommon Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,713
Participants Near avg headcount
90th
Percentile by assets National rank
$49,578
Avg per participant Low balance/head
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Official DOL plan name: Uncommon Schools, Inc. 403(b) Plan · Sponsored by Uncommon Schools, Inc. · New York · Educational Services

$85M in assets, 1,713 participants

Uncommon Schools, Inc.'s Uncommon Schools, Inc. 403(b) Plan reported $85M in total assets and 1,713 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,087 in Educational Services (3,735 peers)

Coverage in New York

Uncommon Schools, Inc. 403(b) Plan covers 1,713 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $85M.

#3,087
in Educational Services (3,735 peers)
+18.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Uncommon Schools, Inc. 403(b) Plan's outsized position by total assets

Uncommon Schools, Inc. 403(b) Plan vs every filed plan by assets

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

$84,927,357 Top 10% higher than 90% 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

Uncommon Schools, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uncommon Schools, Inc. 403(b) Plan lands in the large band (1,713 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uncommon Schools, Inc. 403(b) Plan reported net income rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Uncommon Schools, Inc. 403(b) Plan end-of-year assets rose from $71M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Uncommon Schools, Inc. 403(b) Plan reported participants rose from 1,537 in the plan year 2022 filing to 1,713 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311488698 · Uncommon Schools, Inc. PY 2023 · 401(k)

Uncommon Schools, Inc. 403(b) Plan · $85M · 1,713 · 90th

  • ASSETS $85M
  • ASSETS 1,713
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near Coastal Federal Credit Union 401(k) Plan and Trust
  • ASSETS ind #3087

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 →

Uncommon Schools, Inc. 403(b) Plan in the asset neighbourhood

Uncommon Schools, Inc. 403(b) PlanUncommon Schools, Inc. 403(b…$85MCoastal Federal Credit Union 401(k) Plan and TrustCoastal Federal Credit Union…$85MGenesis Administrative Services 401(k) Plan #2Genesis Administrative Servi…$85MMadison Medical Affiliates, Inc. Employees' Balanced Profit Sharing PlanMadison Medical Affiliates, …$85MCornerstone Chemical Co. Employees' Savings PlanCornerstone Chemical Co. Emp…$85M
End-of-year total assets ($M) among Uncommon Schools, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$85M
Net Income$13M
Employer EIN311488698
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uncommon Schools, Inc.)

Sponsor-wide plan assets over time

All Uncommon Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 37.45890242162271% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.5M $98.2M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 1,537 $71M
2023 1 1,713 $85M
2024 1 1,667 $98M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uncommon Schools, Inc. 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Uncommon Schools, Inc. 403(b) Plan, Total assets ($B): 0.084927357 · Participants: 1713Uncommon Schools, Inc. 403(b) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Uncommon Schools, Inc. 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Uncommon Schools, Inc. 403(b) Plan side-by-side with 3 peers →

Uncommon Schools, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Coastal Federal Credit Union 401(k) Plan and Trust in NC ($85M); by covered participants it is Tillys 401(k) Plan in CA (1,713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,713 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 Uncommon Schools, Inc. 403(b) Plan assets move in 2023? ▼
Uncommon Schools, Inc. 403(b) Plan grew sharply - up 18.8% during 2023, from $71M to $85M. Reported net income was $13M.
How have Uncommon Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uncommon Schools, Inc.'s sponsor-wide assets grew 37.5%, from $71M to $98M.
Where does Uncommon Schools, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Uncommon Schools, Inc. 403(b) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Uncommon Schools, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Federal Credit Union 401(k) Plan and Trust in NC ($85M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Uncommon Schools, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tillys 401(k) Plan in CA (1,713 participants, $40M 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 311488698.

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.