Other · DOL Form 5500 · 2024

Birch Wathen Lenox School Retirement Plan

Data updated 2026-08-11

$38M
Total assets: 96
Participants: 81st
Percentile by assets: $395,909
Avg per participant

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.

81st percentile by assets (of 123,622 plans)
#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.

$38M
total plan assets (2024 EOY): 96
covered participants: 81st
percentile by assets (of 123,622 plans): $395,909
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Educational Services

Birch Wathen Lenox School Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Birch Wathen Lenox School Defined Contribution Retirement Plan outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Birch Wathen Lenox School plans on file

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.

Birch Wathen Lenox School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

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

Compare Birch Wathen Lenox School Defined Contri… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Birch Wathen Lenox School Defined Contribution Retirement Plan by total assets, not by location.

Columbus Regional Healthcare System 403(b) Retirement Plan (NC) $38M · 627
403(b) Thrift Plan for Greenwood Genetic Center (SC) $38M · 197
Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan (WI) $38M · 384
Forsyth Country Day School Defined Contribution Re (NC) $38M · 174

Frequently Asked Questions

How did Birch Wathen Lenox School Defined Contribution Retirement Plan assets move in 2024? ▼

Birch Wathen Lenox School Defined Contribution Retirement Plan grew at a solid clip - up 7.6% during 2024, from $35M to $38M. Reported net income was $3M.

How have Birch Wathen Lenox School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Birch Wathen Lenox School's sponsor-wide assets grew 11.1%, from $34M to $38M.

Where does Birch Wathen Lenox School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Birch Wathen Lenox School Defined Contribution Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Birch Wathen Lenox School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Columbus Regional Healthcare System 403(b) Retirement Plan in NC ($38M, 627 participants).

Next read for Birch Wathen Lenox School Defined Contri…

Scale reading

Ways to act on Birch Wathen Lenox School Defined Contribution Retirement Plan's numbers.

By total assets, Birch Wathen Lenox School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in New York. Compare plans
Birch Wathen Lenox School's sponsor-wide assets have grown 11.1% since 2022 across 3 plan years on file. More Educational Services plans

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 133603578.