Other · DOL Form 5500 · 2024
The Masters School Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 244
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $259,117
- Avg per participant Above avg balance/head
Official DOL plan name: The Masters School 403(b) DC Plan · Sponsored by The Masters School · New York · Educational Services
$63M in assets, 244 participants
The Masters School's The Masters School 403(b) DC Plan reported $63M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,763 in Educational Services (3,638 peers)
Coverage in New York
The Masters School 403(b) DC Plan covers 244 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $63M.
- #2,763
- in Educational Services (3,638 peers)
- +14.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Masters School 403(b) DC Plan's outsized position by total assets
The Masters School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,224,489 Top 13% higher than 87% 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
The Masters School 403(b) DC 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. The Masters School 403(b) DC Plan sits mid-pack in the medium band (244 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Masters School 403(b) DC Plan end-of-year assets rose from $55M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- The Masters School 403(b) DC Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The Masters School 403(b) DC Plan reported participants fell from 252 in the plan year 2023 filing to 244 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131740472 · The Masters School PY 2024 · Other
The Masters School 403(b) DC Plan · $63M · 244 · 87th
- PHOTO $63M
- IND 244
- EOY 87th
- 5500 Other
- ASSETS near Oakwood School 403(b) Retirement Plan
- PCT ind #2763
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 →
The Masters School 403(b) DC Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $8M |
| Employer EIN | 131740472 |
| Plan Effective Date | 1924-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Masters School)
Sponsor-wide plan assets over time
All The Masters School plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 32.4796476299959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $48M |
| 2023 | 1 | 252 | $55M |
| 2024 | 1 | 244 | $63M |
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 Masters School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Oakwood School 403(b) Retirement Plan in CA ($63M); by covered participants it is Lsa 403b Retirement Plan in CA (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- Lsa 403b Retirement Plan (CA) 244 · 0 off
- Adjoin 403(b) Plan (CA) 244 · 0 off
- Wes Health System 403(b) Plan (PA) 244 · 0 off
- Cottey College DC Retirement Plan (MO) 245 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.