Other · DOL Form 5500 · 2023
Threefold Educational Foundation & School Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $155,160
- Avg per participant Above avg balance/head
Official DOL plan name: Threefold Educational Foundation and School Defined Contribution Retirement Plan · Sponsored by Threefold Educational Foundation & School · New York · Educational Services
$14M in assets, 88 participants
Threefold Educational Foundation & School's Threefold Educational Foundation and School Defined Contribution Retirement Plan reported $14M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #1,778 in Educational Services (3,735 peers)
Threefold Educational Foundation & School multi-year trail
Threefold Educational Foundation & School's plans moved +14.4% in assets from 2022 to 2024; this filing shows Threefold Educational Foundation and School Defined Contribution Retirement Plan at $14M / 88 participants.
- #1,778
- in Educational Services (3,735 peers)
- +7.6%
- assets growth YoY
Threefold Educational Foundation and School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
Threefold Educational Foundation and School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,654,110 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Threefold Educational Foundation and 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. Threefold Educational Foundation and School Defined Contribution Retirement Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Threefold Educational Foundation and School Defined Contribution Retirement Plan reported participants rose from 75 in the plan year 2022 filing to 88 in the plan year 2023 filing.
- Threefold Educational Foundation and School Defined Contribution Retirement Plan reported net income rose from $874K in the plan year 2022 filing to $965K in the plan year 2023 filing.
- Threefold Educational Foundation and School Defined Contribution Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 136196291 · Threefold Educational Foundation & School PY 2023 · Other
Threefold Educational Foundation and School Defined Contribution Retirement Plan · $14M · 88 · 65th
- BOY $14M
- SCH 88
- EBSA 65th
- PART Other
- TYPE near 401(k) Profit-Sharing Plan for Employees of Kickapoo Tribe of Oklahoma
- NET ind #1778
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 →
Threefold Educational Foundation and School Defined Contribution Retirement Plan in the asset neighbourhood
Threefold Educational Foundation & School multi-year asset trail
Sponsor-wide plan assets over time
All Threefold Educational Foundation & School plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 14.440566930047282% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $13M |
| 2023 | 1 | 88 | $14M |
| 2024 | 1 | 94 | $15M |
Threefold Educational Foundation & School filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $965K |
| Employer EIN | 136196291 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Threefold Educational Foundation and School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 401(k) Profit-Sharing Plan for Employees of Kickapoo Tribe of Oklahoma in OK ($14M); by covered participants it is Seabury Hall/College Preparatory School 403(b) DC Plan in HI (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Seabury Hall/College Preparatory School 403(b) DC Plan (HI) 88 · 0 off
- Rashi School Retirement Plan (MA) 88 · 0 off
- Habitat for Humanity East Bay Retirement Plan (CA) 88 · 0 off
- Cys Fresno 403(b) Plan (CA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.