Other · DOL Form 5500 · 2024
Brooklyn Heights Montessori School Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $139,727
- Avg per participant Near avg balance/head
Official DOL plan name: Section 403(b) Retirement Plan for Brooklyn Heights Montessori School · Sponsored by Brooklyn Heights Montessori School · New York · Educational Services
$9M in assets, 61 participants
Brooklyn Heights Montessori School's Section 403(b) Retirement Plan for Brooklyn Heights Montessori School reported $9M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,289 in Educational Services (3,638 peers)
Brooklyn Heights Montessori School multi-year trail
Brooklyn Heights Montessori School's plans moved +28.5% in assets from 2022 to 2024; this filing shows Section 403(b) Retirement Plan for Brooklyn Heights Montessori School at $9M / 61 participants.
- #1,289
- in Educational Services (3,638 peers)
- +16.4%
- assets growth YoY
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School's mid-pack asset rank among Educational Services and all filers
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,523,361 Top 48% higher than 52% 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
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Section 403(b) Retirement Plan for Brooklyn Heights Montessori School is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Section 403(b) Retirement Plan for Brooklyn Heights Montessori School reported net income rose from $692K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Brooklyn Heights Montessori School end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Brooklyn Heights Montessori School reported participants rose from 55 in the plan year 2023 filing to 61 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 116044329 · Brooklyn Heights Montessori School PY 2024 · Other
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School · $9M · 61 · 52nd
- EOY $9M
- 5500 61
- ASSETS 52nd
- PCT Other
- EIN near Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans
- RANK ind #1289
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 →
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School in the asset neighbourhood
Brooklyn Heights Montessori School multi-year asset trail
Sponsor-wide plan assets over time
All Brooklyn Heights Montessori School plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 28.494183709804492% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $7M |
| 2023 | 1 | 55 | $7M |
| 2024 | 1 | 61 | $9M |
Brooklyn Heights Montessori School filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 116044329 |
| Plan Effective Date | 1993-07-01 |
| 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
Section 403(b) Retirement Plan for Brooklyn Heights Montessori School's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans in PA ($9M); by covered participants it is Central Christian College 403(b) DC Plan in KS (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 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.