Other
2024 plan-year Other DOL Form 5500

ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ICAHN CHARTER SCHOOL 1

This Other plan holds $22M in total assets and serves 330 participants as of 2024. It is sponsored by ICAHN CHARTER SCHOOL 1 in New York. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$22M
Participants
330
State
Industry
Educational Services

What the Filing Says About ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN

ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN is a Other retirement plan sponsored by ICAHN CHARTER SCHOOL 1, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 330 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 134166657, and the plan has been effective since 2003-09-02. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2024 to $22M at year-end — a gain of 17.2%. Net assets (after liabilities) closed the year at $22M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$3M
Plan TypeOther
Employer EIN134166657
Plan Effective Date2003-09-02
Filing StatusFILING RECEIVED

Sponsor Plan History (ICAHN CHARTER SCHOOL 1)

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.

Frequently Asked Questions

How much money is in the ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN?
As of the 2024 Form 5500 filing, ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN holds $22M in total assets with 330 participants. It is sponsored by ICAHN CHARTER SCHOOL 1.
What type of plan is ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN?
ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN is a Other plan. It has been effective since 2003-09-02. The plan is filed with the U.S. Department of Labor under EIN 134166657.
Who sponsors the ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN?
ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN is sponsored by ICAHN CHARTER SCHOOL 1, located in New York. The sponsor's EIN is 134166657 and the plan operates in the Educational Services industry.
How did ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN perform in 2024?
ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN grew by 17.2% during 2024, moving from $19M to $22M in total assets. Net income was $3M.
Where can I find official filings for ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134166657 or plan name at efast.dol.gov.
How does ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN compare to other plans?
You can compare ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 134166657.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.