KIPP NYC 403(B) RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
KIPP NYC, LLC
This 401(k) plan holds $95M in total assets and serves 1,177 participants as of 2024. It is sponsored by KIPP NYC, LLC in New York. The plan reported positive net income of $16M for the year.
What the Filing Says About KIPP NYC 403(B) RETIREMENT PLAN
KIPP NYC 403(B) RETIREMENT PLAN is a 401(k) retirement plan sponsored by KIPP NYC, LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $95M in total end-of-year assets and covers 1,177 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 264180710, and the plan has been effective since 2005-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $78M at the beginning of 2024 to $95M at year-end — a gain of 20.7%. Net assets (after liabilities) closed the year at $95M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $78M |
| Total Assets (End of Year) | $95M |
| Net Assets (End of Year) | $95M |
| Net Income | $16M |
| Plan Type | 401(k) |
| Employer EIN | 264180710 |
| Plan Effective Date | 2005-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (KIPP NYC, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,207 | $62M |
| 2023 | 1 | 1,529 | $78M |
| 2024 | 1 | 1,177 | $95M |
Nearby 401(k) Plans in New York
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- IBM 401 (K) PLUS PLAN $57.4B · 54,912
- PFIZER SAVINGS PLAN $19.6B · 30,033
- MORGAN STANLEY 401(K) PLAN $19.2B · 55,363
- THE PEPSICO SAVINGS PLAN $13.7B · 133,597
- THE GOLDMAN SACHS 401(K) PLAN $11.4B · 24,866
Related Data
Guides
Frequently Asked Questions
How much money is in the KIPP NYC 403(B) RETIREMENT PLAN? ▼
What type of plan is KIPP NYC 403(B) RETIREMENT PLAN? ▼
Who sponsors the KIPP NYC 403(B) RETIREMENT PLAN? ▼
How did KIPP NYC 403(B) RETIREMENT PLAN perform in 2024? ▼
Where can I find official filings for KIPP NYC 403(B) RETIREMENT PLAN? ▼
How does KIPP NYC 403(B) RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 264180710.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.