Other · DOL Form 5500 · 2024

Trevor Day School Retirement Plan

Data updated 2026-08-11

$74M
Total assets
190
Participants
88th
Percentile by assets
$387,469
Avg per participant
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Official DOL plan name: Trevor Day School Retirement and Savings Plan · Sponsored by Trevor Day School · New York · Educational Services

$74M in assets, 190 participants

Trevor Day School's Trevor Day School Retirement and Savings Plan reported $74M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #2,851 in Educational Services (3,638 peers)

Coverage in New York

Trevor Day School Retirement and Savings Plan covers 190 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY)
190
covered participants
88th
percentile by assets (of 123,622 plans)
$387,469
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trevor Day School Retirement and Savings Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Trevor Day School Retirement and Savings Plan end-of-year assets rose from $67M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Trevor Day School Retirement and Savings Plan reported participants rose from 185 in the plan year 2023 filing to 190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Trevor Day School Retirement and Savings Plan reports 190 participants - about 24% of that state average ($74M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$74M
Net Income$6M
Employer EIN131635261
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trevor Day School)

$55M$60M$65M$70M$75M$80M 202220232024 $58.3M $73.6M ▲ +26.3%
Total plan assets by year, all Trevor Day School plans on file
Year Plans Participants Total Assets
2022 1 180 $58M
2023 1 185 $67M
2024 1 190 $74M

Nearby Other Plans in New York

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

Trevor Day School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Trevor Day School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trevor Day School Re…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Trevor Day School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trevor Day School Retirement and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Trevor Day School Retirement and Savings Plan assets move in 2024?
Trevor Day School Retirement and Savings Plan grew at a solid clip - up 9.5% during 2024, from $67M to $74M. Reported net income was $6M.
How have Trevor Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Trevor Day School's sponsor-wide assets grew 26.3%, from $58M to $74M.
Where does Trevor Day School Retirement and Savings Plan rank by assets among Form 5500 filers?
Trevor Day School Retirement and Savings Plan ranks in the 88th 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 Trevor Day School Retirement and Savings Plan?
Among Other plans in other states, the closest by assets is Golden Gate Regional Center 403(b) Plan in CA ($74M, 308 participants).

Next read for Trevor Day School Retirement and Savings…

Filing takeaways

Ways to act on Trevor Day School Retirement and Savings Plan's numbers.