Other · DOL Form 5500 · 2024
Icahn Charter School 1 Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 330
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $66,501
- Avg per participant Below avg balance/head
Official DOL plan name: Icahn Charter School Retirement Savings Plan · Sponsored by Icahn Charter School 1 · New York · Educational Services
$22M in assets, 330 participants
Icahn Charter School 1's Icahn Charter School Retirement Savings Plan reported $22M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,001 in Educational Services (3,638 peers)
Coverage in New York
Icahn Charter School Retirement Savings Plan covers 330 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #2,001
- in Educational Services (3,638 peers)
- +17.2%
- assets growth YoY
Icahn Charter School Retirement Savings Plan's outsized position by total assets
Icahn Charter School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,945,382 Top 28% higher than 72% 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
Icahn Charter School Retirement Savings 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. Icahn Charter School Retirement Savings Plan sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Icahn Charter School Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Icahn Charter School Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Icahn Charter School Retirement Savings Plan reported participants fell from 338 in the plan year 2023 filing to 330 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 134166657 · Icahn Charter School 1 PY 2024 · Other
Icahn Charter School Retirement Savings Plan · $22M · 330 · 72nd
- PCT $22M
- EIN 330
- RANK 72nd
- PHOTO Other
- IND near Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan
- EOY ind #2001
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 →
Icahn Charter School Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 134166657 |
| Plan Effective Date | 2003-09-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Icahn Charter School 1)
Sponsor-wide plan assets over time
All Icahn Charter School 1 plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 43.876567134050305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $15M |
| 2023 | 1 | 338 | $19M |
| 2024 | 1 | 330 | $22M |
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
Icahn Charter School Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan in PA ($22M); by covered participants it is Trout Unlimited Section 403(b) Retirement Plan in VA (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Trout Unlimited Section 403(b) Retirement Plan (VA) 330 · 0 off
- Robert Wood Johnson Foundation Matched Savings Plan (NJ) 330 · 0 off
- Knox College Retirement Plan (IL) 330 · 0 off
- Mount Vernon Presbyterian School, Inc. Retirement Plan (GA) 330 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.