Other · DOL Form 5500 · 2024
Columbia Grammar and Preparatory School Retirement Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 425
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $324,629
- Avg per participant High balance/head
Official DOL plan name: Columbia Grammar and Preparatory School 403(b) DC Plan · Sponsored by Columbia Grammar and Preparatory School · New York · Educational Services
$138M in assets, 425 participants
Columbia Grammar and Preparatory School's Columbia Grammar and Preparatory School 403(b) DC Plan reported $138M in total assets and 425 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.
- #3,173 in Educational Services (3,638 peers)
Where Columbia Grammar and Preparatory School 403(b) DC Plan sits by assets
Columbia Grammar and Preparatory School 403(b) DC Plan sits in the top 10% of all filed plans by assets, $138M for 425 participants (~$324,629/participant), up 10.9% in 2024.
- #3,173
- in Educational Services (3,638 peers)
- +10.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Columbia Grammar and Preparatory School 403(b) DC Plan's outsized position by total assets
Columbia Grammar and Preparatory School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$137,967,510 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
Columbia Grammar and Preparatory 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. Columbia Grammar and Preparatory School 403(b) DC Plan sits mid-pack in the medium band (425 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Columbia Grammar and Preparatory School 403(b) DC Plan reported net income rose from $4M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Columbia Grammar and Preparatory School 403(b) DC Plan end-of-year assets rose from $124M in the plan year 2023 filing to $138M in the plan year 2024 filing.
- Columbia Grammar and Preparatory School 403(b) DC Plan reported participants rose from 414 in the plan year 2023 filing to 425 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 130590970 · Columbia Grammar and Preparatory School PY 2024 · Other
Columbia Grammar and Preparatory School 403(b) DC Plan · $138M · 425 · 92nd
- EOY $138M
- EOY 425
- EOY 92nd
- EOY Other
- EOY near Juniata College Retirement Plan
- EOY ind #3173
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 →
Columbia Grammar and Preparatory School 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $14M |
| Employer EIN | 130590970 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Columbia Grammar and Preparatory School)
Sponsor-wide plan assets over time
All Columbia Grammar and Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 14.097641110056692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 420 | $121M |
| 2023 | 1 | 414 | $124M |
| 2024 | 1 | 425 | $138M |
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
Columbia Grammar and Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Juniata College Retirement Plan in PA ($138M); by covered participants it is My Community Dental Centers, Inc. 403(b) Plan in MI (425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
Similar participant headcount
Nearest other-state filings by covered participants (425 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.