Other · DOL Form 5500 · 2024
West Side Montessori School Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $136,965
- Avg per participant Near avg balance/head
Official DOL plan name: West Side Montessori School 403(b) Defined Contribution Retirement Plan · Sponsored by West Side Montessori School · New York · Educational Services
$11M in assets, 79 participants
West Side Montessori School's West Side Montessori School 403(b) Defined Contribution Retirement Plan reported $11M in total assets and 79 participants in its 2024 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.
- #1,469 in Educational Services (3,638 peers)
West Side Montessori School multi-year trail
West Side Montessori School's plans moved +50.2% in assets from 2022 to 2024; this filing shows West Side Montessori School 403(b) Defined Contribution Retirement Plan at $11M / 79 participants.
- #1,469
- in Educational Services (3,638 peers)
- +19.8%
- assets growth YoY
West Side Montessori School 403(b) Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
West Side Montessori School 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,820,239 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
West Side Montessori School 403(b) Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Side Montessori School 403(b) Defined Contribution Retirement Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Side Montessori School 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- West Side Montessori School 403(b) Defined Contribution Retirement Plan reported participants rose from 76 in the plan year 2023 filing to 79 in the plan year 2024 filing.
DOL schedule card
Filing strip 131992185 · West Side Montessori School PY 2024 · Other
West Side Montessori School 403(b) Defined Contribution Retirement Plan · $11M · 79 · 57th
- IND $11M
- IND 79
- IND 57th
- IND Other
- IND near The Army Distaff Foundation Tax Sheltered Annuity
- IND ind #1469
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 →
West Side Montessori School 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
West Side Montessori School multi-year asset trail
Sponsor-wide plan assets over time
All West Side Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 50.1505496609892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $7M |
| 2023 | 1 | 76 | $9M |
| 2024 | 1 | 79 | $11M |
West Side Montessori School filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 131992185 |
| Plan Effective Date | 1982-09-01 |
| 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 $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
West Side Montessori School 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Army Distaff Foundation Tax Sheltered Annuity in DC ($11M); by covered participants it is North Carolina Symphony Society Tda Plan in NC (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- The Army Distaff Foundation Tax Sheltered Annuity (DC) $11M · 162
- Accesshealth 403(b) Plan (TX) $11M · 272
- Alight Defined Contribution Retirement Plan (MN) $11M · 74
- The Gladney Center 403(b) Plan (TX) $11M · 105
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- North Carolina Symphony Society Tda Plan (NC) 79 · 0 off
- Union Commonwealth University Retirement Plan (KY) 79 · 0 off
- Maine Family Planning 403(b) Plan (ME) 79 · 0 off
- Fairfax Medical 403(b) Plan (OK) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.