Other · DOL Form 5500 · 2024

Scope Education Services Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
2,423
Participants Above avg headcount
53rd
Percentile by assets National rank
$3,636
Avg per participant Low balance/head
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Official DOL plan name: Tax-Deferred Annuity Plan for Scope Education Services · Sponsored by Scope Education Services · New York · Educational Services

$9M in assets, 2,423 participants

Scope Education Services's Tax-Deferred Annuity Plan for Scope Education Services reported $9M in total assets and 2,423 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,312 in Educational Services (3,638 peers)

Coverage in New York

Tax-Deferred Annuity Plan for Scope Education Services covers 2,423 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $9M.

#1,312
in Educational Services (3,638 peers)
+20.0%
assets growth YoY

Tax-Deferred Annuity Plan for Scope Education Services's mid-pack asset rank among Educational Services and all filers

Tax-Deferred Annuity Plan for Scope Education Services vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,811,141 Top 47% higher than 53% of 123,620 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 2024

Tax-Deferred Annuity Plan for Scope Education Services's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax-Deferred Annuity Plan for Scope Education Services lands in the large band (2,423 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax-Deferred Annuity Plan for Scope Education Services reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Tax-Deferred Annuity Plan for Scope Education Services end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Tax-Deferred Annuity Plan for Scope Education Services reported participants rose from 2,249 in the plan year 2023 filing to 2,423 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112073576 · Scope Education Services PY 2024 · Other

Tax-Deferred Annuity Plan for Scope Education Services · $9M · 2,423 · 53rd

  • TYPE $9M
  • TYPE 2,423
  • TYPE 53rd
  • TYPE Other
  • TYPE near Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan
  • TYPE ind #1312

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 →

Tax-Deferred Annuity Plan for Scope Education Services in the asset neighbourhood

403(b) Thrift Plan for Employees of Fort Worth Christian School, Inc.403(b) Thrift Plan for Emplo…$9MTax-Deferred Annuity Plan for Scope Education ServicesTax-Deferred Annuity Plan fo…$9MCincinnati Hamilton County Community Action Agency 403(b) Tax Deferred PlanCincinnati Hamilton County C…$9MC.a.O. of Scioto County 403(b) PlanC.a.O. of Scioto County 403(…$9MKcrw 403(b) DC Plan$9M
End-of-year total assets ($M) among Tax-Deferred Annuity Plan for Scope Education Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN112073576
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scope Education Services)

Sponsor-wide plan assets over time

All Scope Education Services plans reported in each filing year

Latest sponsor-wide plan assets
$17M 41.234813494372574% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.4M ▲ +41.3%
Year Plans Participants Total Assets
2022 2 1,869 $12M
2023 2 2,657 $15M
2024 2 2,946 $17M

Nearby Other Plans in New York

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

Tax-Deferred Annuity Plan for Scope Education Services vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -5051015 Total assets ($B) Participants Tax-Deferred Annuity Plan for Scope Education Services, Total assets ($B): 0.008811141 · Participants: 2423Tax-Deferred Annuity Plan for Scope Education ServicesNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Tax-Deferred Annuity Plan for Scope Education Services vs. nearby Other plans in New York, assets vs. participants
Compare Tax-Deferred Annuity Plan for Scope Education Services side-by-side with 3 peers →

Tax-Deferred Annuity Plan for Scope Education Services's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan in OH ($9M); by covered participants it is Einstein Medical Center Montgomery Retirement Savings Plan in PA (2,419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,423 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tax-Deferred Annuity Plan for Scope Education Services assets move in 2024? ▼
Tax-Deferred Annuity Plan for Scope Education Services grew sharply - up 20.0% during 2024, from $7M to $9M. Reported net income was $1M.
How have Scope Education Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scope Education Services's sponsor-wide assets grew 41.2%, from $12M to $17M.
Which Other plans are similar in size to Tax-Deferred Annuity Plan for Scope Education Services? ▼
Among Other plans in other states, the closest by assets is Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan in OH ($9M, 232 participants).
Which Other plans cover a similar participant headcount to Tax-Deferred Annuity Plan for Scope Education Services? ▼
Among Other plans in other states, the closest by covered participants is Einstein Medical Center Montgomery Retirement Savings Plan in PA (2,419 participants, $128M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112073576.

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.