Other · DOL Form 5500 · 2024
Collegiate School Retirement Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 170
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $798,643
- Avg per participant High balance/head
Official DOL plan name: Collegiate School Defined Contribution Retirement Plan · Sponsored by Collegiate School · New York · Educational Services
$136M in assets, 170 participants
Collegiate School's Collegiate School Defined Contribution Retirement Plan reported $136M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,163 in Educational Services (3,638 peers)
Coverage in New York
Collegiate School Defined Contribution Retirement Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $136M.
- #3,163
- in Educational Services (3,638 peers)
- +12.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Collegiate School Defined Contribution Retirement Plan's outsized position by total assets
Collegiate School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$135,769,238 Top 8% higher than 92% 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
Collegiate School Defined Contribution Retirement 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. Collegiate School Defined Contribution Retirement Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Collegiate School Defined Contribution Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Collegiate School Defined Contribution Retirement Plan end-of-year assets rose from $121M in the plan year 2023 filing to $136M in the plan year 2024 filing.
- Collegiate School Defined Contribution Retirement Plan reported participants rose from 156 in the plan year 2023 filing to 170 in the plan year 2024 filing.
DOL schedule card
Filing strip 131634966 · Collegiate School PY 2024 · Other
Collegiate School Defined Contribution Retirement Plan · $136M · 170 · 92nd
- 5500 $136M
- 5500 170
- 5500 92nd
- 5500 Other
- 5500 near Select Security Retirement Option of Indiana Hospital
- 5500 ind #3163
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 →
Collegiate School Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $15M |
| Employer EIN | 131634966 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Collegiate School)
Sponsor-wide plan assets over time
All Collegiate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 23.82706487030531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $110M |
| 2023 | 1 | 156 | $121M |
| 2024 | 1 | 170 | $136M |
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
Collegiate School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Select Security Retirement Option of Indiana Hospital in PA ($136M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Select Security Retirement Option of Indiana Hospital (PA) $136M · 1,461
- Meharry Medical College Defined Contribution Plan (TN) $136M · 1,883
- Elmhurst University Retirement Plan (IL) $135M · 493
- Linfield University Defined Contribtuion Retirement Plan (OR) $135M · 493
Similar participant headcount
Nearest other-state filings by covered participants (170 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.