Other · DOL Form 5500 · 2023

The Churchill School and Center Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
128
Participants Small participant base
80th
Percentile by assets National rank
$246,083
Avg per participant Above avg balance/head
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Official DOL plan name: Churchill School and Center Defined Contribution Retirement Plan · Sponsored by The Churchill School and Center · New York · Educational Services

$31M in assets, 128 participants

The Churchill School and Center's Churchill School and Center Defined Contribution Retirement Plan reported $31M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,439 in Educational Services (3,735 peers)

Coverage in New York

Churchill School and Center Defined Contribution Retirement Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $31M.

#2,439
in Educational Services (3,735 peers)
+17.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Churchill School and Center Defined Contribution Retirement Plan's outsized position by total assets

Churchill School and Center Defined Contribution Retirement Plan vs every filed plan by assets

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

$31,498,679 Top 20% higher than 80% 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

Churchill School and Center Defined Contribution Retirement 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. Churchill School and Center Defined Contribution Retirement Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Churchill School and Center Defined Contribution Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Churchill School and Center Defined Contribution Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Churchill School and Center Defined Contribution Retirement Plan reported participants fell from 130 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132722983 · The Churchill School and Center PY 2023 · Other

Churchill School and Center Defined Contribution Retirement Plan · $31M · 128 · 80th

  • TYPE $31M
  • TYPE 128
  • TYPE 80th
  • TYPE Other
  • TYPE near Care Initiatives 403 (B) Group Retirement Plan
  • TYPE ind #2439

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 →

Churchill School and Center Defined Contribution Retirement Plan in the asset neighbourhood

Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.Tax Sheltered Annuity Plan f…$32M403(b) Thrift Plan for Employees of Walker Art Center403(b) Thrift Plan for Emplo…$32MCare Initiatives 403 (B) Group Retirement PlanCare Initiatives 403 (B) Gro…$32MChurchill School and Center Defined Contribution Retirement PlanChurchill School and Center …$31MOhio Aerospace Institute 403(b) DC PlanOhio Aerospace Institute 403…$31M
End-of-year total assets ($M) among Churchill School and Center Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN132722983
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Churchill School and Center)

Sponsor-wide plan assets over time

All The Churchill School and Center plans reported in each filing year

Latest sponsor-wide plan assets
$34M 26.061252047597446% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.7M $33.7M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 130 $27M
2023 1 128 $31M
2024 1 142 $34M

Nearby Other Plans in New York

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

Churchill School and Center Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Churchill School and Center Defined Contribution Retirement Plan, Total assets ($B): 0.031498679 · Participants: 128Churchill School and Center Defined Contribution Retirement 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
Churchill School and Center Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Churchill School and Center Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Care Initiatives 403 (B) Group Retirement Plan in IA ($32M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.

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 Churchill School and Center Defined Contribution Retirement Plan assets move in 2023?
Churchill School and Center Defined Contribution Retirement Plan grew sharply - up 17.8% during 2023, from $27M to $31M. Reported net income was $5M.
How have The Churchill School and Center plan assets changed over time?
Across 3 plan years on file (2022-2024), The Churchill School and Center's sponsor-wide assets grew 26.1%, from $27M to $34M.
Where does Churchill School and Center Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Churchill School and Center Defined Contribution Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Churchill School and Center Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Care Initiatives 403 (B) Group Retirement Plan in IA ($32M, 2,633 participants).
Which Other plans cover a similar participant headcount to Churchill School and Center Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants, $4M in assets).