Other · DOL Form 5500 · 2024
The Charlton School Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 87
- Participants Small participant base
Official DOL plan name: The Charlton School 403(b) Tax Deferred Annuity Plan · Sponsored by The Charlton School · New York · Other Services
N/A in assets, 87 participants
The Charlton School's The Charlton School 403(b) Tax Deferred Annuity Plan reported N/A in total assets and 87 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
The Charlton School 403(b) Tax Deferred Annuity Plan holds N/A for 87 participants.
The Charlton School 403(b) Tax Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Charlton School 403(b) Tax Deferred Annuity Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Charlton School 403(b) Tax Deferred Annuity Plan reported participants fell from 95 in the plan year 2023 filing to 87 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141416732 · The Charlton School PY 2024 · Other
The Charlton School 403(b) Tax Deferred Annuity Plan · N/A · 87
- NET N/A
- BOOK 87
- VS-ST PY 2024
- BOY Other
- SCH near United Way of Greater Kansas City, Inc. 403(b) Plan
- EBSA status FILING RECEI
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 Other Services retirement plans → · Plans in New York →
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | N/A |
| Employer EIN | 141416732 |
| Plan Effective Date | 1967-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Charlton School)
Sponsor-wide plan assets over time
All The Charlton School plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | N/A |
| 2023 | 1 | 95 | N/A |
| 2024 | 1 | 87 | N/A |
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
The Charlton School 403(b) Tax Deferred Annuity Plan's closest out-of-state Other peers by headcount
Outside New York, the nearest Other by covered participants is United Way of Greater Kansas City, Inc. 403(b) Plan in MO (87 participants; this filing: 87 participants).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.