Other · DOL Form 5500 · 2024

Expanded Schools, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
49
Participants Small participant base
50th
Percentile by assets National rank
$153,159
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Expanded Schools Retirement Plan · Sponsored by Expanded Schools, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 49 participants

Expanded Schools, Inc.'s Expanded Schools Retirement Plan reported $8M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,220 in Healthcare & Social Assistance (16,916 peers)

Expanded Schools, Inc. multi-year trail

Expanded Schools, Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Expanded Schools Retirement Plan at $8M / 49 participants.

#9,220
in Healthcare & Social Assistance (16,916 peers)
+25.0%
assets growth YoY

Expanded Schools Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Expanded Schools Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,504,777 Top 50% higher than 50% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Expanded Schools Retirement 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. Expanded Schools Retirement Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Expanded Schools Retirement Plan reported net income rose from $795K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Expanded Schools Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Expanded Schools Retirement Plan reported participants fell from 51 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134004600 · Expanded Schools, Inc. PY 2024 · Other

Expanded Schools Retirement Plan · $8M · 49 · 50th

  • EIN $8M
  • EIN 49
  • EIN 50th
  • EIN Other
  • EIN near 403(b) Thrift Plan for Murtis Taylor Human Services System
  • EIN ind #9220

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Expanded Schools Retirement Plan in the asset neighbourhood

Expanded Schools Retirement PlanExpanded Schools Retirement …$8M403(b) Thrift Plan for Murtis Taylor Human Services System403(b) Thrift Plan for Murti…$8MHouse of Ruth Retirement and Employee Savings PlanHouse of Ruth Retirement and…$7MOak Spring Garden, LLC 403(b) PlanOak Spring Garden, LLC 403(b…$7MFellowship Health Resources, Inc. 403(b) PlanFellowship Health Resources,…$7M
End-of-year total assets ($M) among Expanded Schools Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Expanded Schools, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Expanded Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 44.142318119352616% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.21M $7.5M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 43 $5M
2023 1 51 $6M
2024 1 49 $8M

Expanded Schools, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN134004600
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Expanded Schools Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Expanded Schools Retirement Plan, Total assets ($B): 0.007504777 · Participants: 49Expanded Schools Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Expanded Schools Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Expanded Schools Retirement Plan side-by-side with 3 peers →

Expanded Schools Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan for Murtis Taylor Human Services System in OH ($8M); by covered participants it is National Association for College Admission Counseling Defined Contribution Plan in VA (49 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Expanded Schools Retirement Plan assets move in 2024? ▼
Expanded Schools Retirement Plan grew sharply - up 25.0% during 2024, from $6M to $8M. Reported net income was $2M.
How have Expanded Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expanded Schools, Inc.'s sponsor-wide assets grew 44.1%, from $5M to $8M.
Which Other plans are similar in size to Expanded Schools Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Murtis Taylor Human Services System in OH ($8M, 200 participants).
Which Other plans cover a similar participant headcount to Expanded Schools Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is National Association for College Admission Counseling Defined Contribution Plan in VA (49 participants, $16M in assets).

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 134004600.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.