401(k) · DOL Form 5500 · 2024

Classical Charter Schools 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
264
Participants Below avg headcount
64th
Percentile by assets National rank
$56,723
Avg per participant Low balance/head
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Official DOL plan name: Classical Charter School 401(k) Plan · Sponsored by Classical Charter Schools · New York · Educational Services

$15M in assets, 264 participants

Classical Charter Schools's Classical Charter School 401(k) Plan reported $15M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,714 in Educational Services (3,638 peers)

Coverage in New York

Classical Charter School 401(k) Plan covers 264 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $15M.

#1,714
in Educational Services (3,638 peers)
+15.2%
assets growth YoY

Classical Charter School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Classical Charter School 401(k) Plan vs every filed plan by assets

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

$14,974,795 Top 36% higher than 64% 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

Classical Charter School 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Classical Charter School 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Classical Charter School 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Classical Charter School 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Classical Charter School 401(k) Plan reported participants fell from 274 in the plan year 2023 filing to 264 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460625647 · Classical Charter Schools PY 2024 · 401(k)

Classical Charter School 401(k) Plan · $15M · 264 · 64th

  • RANK $15M
  • PHOTO 264
  • IND 64th
  • EOY 401(k)
  • 5500 near The Nudyne Group Profit Sharing Plan
  • ASSETS ind #1714

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 →

Classical Charter School 401(k) Plan in the asset neighbourhood

I. Rice & Co., Inc. Employee Profit Sharing PlanI. Rice & Co., Inc. Employee…$15MBrock Solutions U.S. Inc. 401(k) Profit Sharing PlanBrock Solutions U.S. Inc. 40…$15MClassical Charter School 401(k) PlanClassical Charter School 401…$15MThe Nudyne Group Profit Sharing PlanThe Nudyne Group Profit Shar…$15MEdtec, Inc. Profit Sharing and 401(k) PlanEdtec, Inc. Profit Sharing a…$15M
End-of-year total assets ($M) among Classical Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN460625647
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Classical Charter Schools)

Sponsor-wide plan assets over time

All Classical Charter Schools plans reported in each filing year

Latest sponsor-wide plan assets
$15M 56.00306447343323% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.6M $15M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 241 $10M
2023 1 274 $13M
2024 1 264 $15M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Classical Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Classical Charter School 401(k) Plan, Total assets ($B): 0.014974795 · Participants: 264Classical Charter School 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Classical Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Classical Charter School 401(k) Plan side-by-side with 3 peers →

Classical Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Nudyne Group Profit Sharing Plan in CT ($15M); by covered participants it is Foxtrot Ventures 401(k) Plan in DE (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Classical Charter School 401(k) Plan assets move in 2024? ▼
Classical Charter School 401(k) Plan grew sharply - up 15.2% during 2024, from $13M to $15M. Reported net income was $2M.
How have Classical Charter Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Classical Charter Schools's sponsor-wide assets grew 56.0%, from $10M to $15M.
Which 401(k) plans are similar in size to Classical Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Nudyne Group Profit Sharing Plan in CT ($15M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Classical Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foxtrot Ventures 401(k) Plan in DE (264 participants, $852K 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 460625647.

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.