Other · DOL Form 5500 · 2023

Zeta Charter Schools, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
292
Participants Below avg headcount
50th
Percentile by assets National rank
$22,357
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zeta Charter Schools 403(b) Plan · Sponsored by Zeta Charter Schools, Inc. · New York · Educational Services

$7M in assets, 292 participants

Zeta Charter Schools, Inc.'s Zeta Charter Schools 403(b) Plan reported $7M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,272 in Educational Services (3,735 peers)

Coverage in New York

Zeta Charter Schools 403(b) Plan covers 292 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,272
in Educational Services (3,735 peers)
+57.6%
assets growth YoY

Zeta Charter Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Zeta Charter Schools 403(b) Plan vs every filed plan by assets

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

$6,528,316 Top 50% higher than 50% 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

Zeta Charter 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. Zeta Charter Schools 403(b) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zeta Charter Schools 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Zeta Charter Schools 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zeta Charter Schools 403(b) Plan reported participants rose from 216 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821888771 · Zeta Charter Schools, Inc. PY 2023 · Other

Zeta Charter Schools 403(b) Plan · $7M · 292 · 50th

  • IND $7M
  • IND 292
  • IND 50th
  • IND Other
  • IND near Employee Benefit Plan of Valle Del Sol, Incorporated
  • IND ind #1272

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 →

Zeta Charter Schools 403(b) Plan in the asset neighbourhood

Tempe Life Care Village, Inc. 403(b) PlanTempe Life Care Village, Inc…$7MZeta Charter Schools 403(b) PlanZeta Charter Schools 403(b) …$7MEmployee Benefit Plan of Valle Del Sol, IncorporatedEmployee Benefit Plan of Val…$7MCenter for Responsive Schools, Inc. 403(b) PlanCenter for Responsive School…$7MHaverland Carter Lifestyle Group 403(b) PlanHaverland Carter Lifestyle G…$7M
End-of-year total assets ($M) among Zeta Charter 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)$4M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN821888771
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zeta Charter Schools, Inc.)

Sponsor-wide plan assets over time

All Zeta Charter Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 135.87385321045554% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.14M $9.77M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 216 $4M
2023 1 292 $7M
2024 1 377 $10M

Nearby Other Plans in New York

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

Zeta Charter Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Zeta Charter Schools 403(b) Plan, Total assets ($B): 0.006528316 · Participants: 292Zeta Charter 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
Zeta Charter Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Zeta Charter Schools 403(b) Plan side-by-side with 3 peers →

Zeta Charter Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Employee Benefit Plan of Valle Del Sol, Incorporated in AZ ($7M); by covered participants it is The Fessenden School Retirement Plan in MA (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Zeta Charter Schools 403(b) Plan assets move in 2023? ▼
Zeta Charter Schools 403(b) Plan surged - up 57.6% during 2023, from $4M to $7M. Reported net income was $2M.
How have Zeta Charter Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Charter Schools, Inc.'s sponsor-wide assets grew 135.9%, from $4M to $10M.
Which Other plans are similar in size to Zeta Charter Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Valle Del Sol, Incorporated in AZ ($7M, 399 participants).
Which Other plans cover a similar participant headcount to Zeta Charter Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fessenden School Retirement Plan in MA (292 participants, $50M 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 821888771.

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.