Other · DOL Form 5500 · 2024
Birch Wathen Lenox School Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 96
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $395,909
- Avg per participant High balance/head
Official DOL plan name: Birch Wathen Lenox School Defined Contribution Retirement Plan · Sponsored by Birch Wathen Lenox School · New York · Educational Services
$38M in assets, 96 participants
Birch Wathen Lenox School's Birch Wathen Lenox School Defined Contribution Retirement Plan reported $38M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,429 in Educational Services (3,638 peers)
Where Birch Wathen Lenox School Defined Contribution Retirement Plan sits by assets
Birch Wathen Lenox School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 96 participants (~$395,909/participant), up 7.6% in 2024.
- #2,429
- in Educational Services (3,638 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Birch Wathen Lenox School Defined Contribution Retirement Plan's outsized position by total assets
Birch Wathen Lenox School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,007,260 Top 19% higher than 81% 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
Birch Wathen Lenox School Defined Contribution 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. Birch Wathen Lenox School Defined Contribution Retirement Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Birch Wathen Lenox School Defined Contribution Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Birch Wathen Lenox School Defined Contribution Retirement Plan reported participants fell from 124 in the plan year 2023 filing to 96 in the plan year 2024 filing.
- Birch Wathen Lenox School Defined Contribution Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133603578 · Birch Wathen Lenox School PY 2024 · Other
Birch Wathen Lenox School Defined Contribution Retirement Plan · $38M · 96 · 81st
- PART $38M
- TYPE 96
- NET 81st
- BOOK Other
- VS-ST near Columbus Regional Healthcare System 403(b) Retirement Plan
- BOY ind #2429
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 →
Birch Wathen Lenox School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 133603578 |
| Plan Effective Date | 1991-02-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Birch Wathen Lenox School)
Sponsor-wide plan assets over time
All Birch Wathen Lenox School plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 11.120879434451307% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $34M |
| 2023 | 1 | 124 | $35M |
| 2024 | 1 | 96 | $38M |
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
Birch Wathen Lenox School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Columbus Regional Healthcare System 403(b) Retirement Plan in NC ($38M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.