Other · DOL Form 5500 · 2024
Trevor Day School Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 190
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $387,469
- Avg per participant High balance/head
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.
- #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.
- #2,851
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Trevor Day School Retirement and Savings Plan's outsized position by total assets
Trevor Day School Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,619,140 Top 12% higher than 88% 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
Trevor Day School Retirement and Savings 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. Trevor Day School Retirement and Savings Plan sits mid-pack in the medium band (190 participants).
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.
DOL schedule card
Filing strip 131635261 · Trevor Day School PY 2024 · Other
Trevor Day School Retirement and Savings Plan · $74M · 190 · 88th
- SCH $74M
- EBSA 190
- PART 88th
- TYPE Other
- NET near Golden Gate Regional Center 403(b) Plan
- BOOK ind #2851
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 →
Trevor Day School Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $6M |
| Employer EIN | 131635261 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trevor Day School)
Sponsor-wide plan assets over time
All Trevor Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 26.32606597056908% vs 2022
- 2024 filing year
| 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.
- 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
Trevor Day School Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Golden Gate Regional Center 403(b) Plan in CA ($74M); by covered participants it is Saint Mary's Home of Erie 403(b) Plan in PA (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (190 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.