Other · DOL Form 5500 · 2024
Dream Charter School Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 337
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $13,343
- Avg per participant Low balance/head
Official DOL plan name: Dream Charter School 403(b) Plan · Sponsored by Dream Charter School · New York · Educational Services
$4M in assets, 337 participants
Dream Charter School's Dream Charter School 403(b) Plan reported $4M in total assets and 337 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #931 in Educational Services (3,638 peers)
Coverage in New York
Dream Charter School 403(b) Plan covers 337 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #931
- in Educational Services (3,638 peers)
- +26.0%
- assets growth YoY
Dream Charter School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Dream Charter School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,496,555 40th percentile higher than 40% 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
Dream Charter School 403(b) 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. Dream Charter School 403(b) Plan sits mid-pack in the medium band (337 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dream Charter School 403(b) Plan reported participants rose from 211 in the plan year 2023 filing to 337 in the plan year 2024 filing.
- Dream Charter School 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Dream Charter School 403(b) Plan reported net income rose from $836K in the plan year 2023 filing to $929K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 261841386 · Dream Charter School PY 2024 · Other
Dream Charter School 403(b) Plan · $4M · 337 · 40th
- BOY $4M
- SCH 337
- EBSA 40th
- PART Other
- TYPE near Planned Parenthood Great Rivers Tsa Plan
- NET ind #931
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 →
Dream Charter School 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $929K |
| Employer EIN | 261841386 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dream Charter School)
Sponsor-wide plan assets over time
All Dream Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 64.63130215488077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 184 | $3M |
| 2023 | 1 | 211 | $4M |
| 2024 | 1 | 337 | $4M |
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
Dream Charter School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Planned Parenthood Great Rivers Tsa Plan in MO ($4M); by covered participants it is Porter-Leath 401(k) Plan in TN (337 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (337 participants); asset peers above are excluded.
- Porter-Leath 401(k) Plan (TN) 337 · 0 off
- Marietta College Retirement Plan for Eligible Employees (OH) 336 · 1 off
- Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan (GA) 338 · 1 off
- Juniata College Retirement Plan (PA) 338 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.