Profit Sharing · DOL Form 5500 · 2024
The Speyer Legacy School Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $73,009
- Avg per participant Below avg balance/head
Official DOL plan name: Speyer Legacy School 403(b)(7)Plan · Sponsored by The Speyer Legacy School · New York · Educational Services
$7M in assets, 98 participants
The Speyer Legacy School's Speyer Legacy School 403(b)(7)Plan reported $7M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #1,179 in Educational Services (3,638 peers)
The Speyer Legacy School multi-year trail
The Speyer Legacy School's plans moved +44.7% in assets from 2022 to 2024; this filing shows Speyer Legacy School 403(b)(7)Plan at $7M / 98 participants.
- #1,179
- in Educational Services (3,638 peers)
- +23.0%
- assets growth YoY
Speyer Legacy School 403(b)(7)Plan's mid-pack asset rank among Educational Services and all filers
Speyer Legacy School 403(b)(7)Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,154,899 49th percentile higher than 49% 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
Speyer Legacy School 403(b)(7)Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Speyer Legacy School 403(b)(7)Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Speyer Legacy School 403(b)(7)Plan reported net income rose from $873K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Speyer Legacy School 403(b)(7)Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Speyer Legacy School 403(b)(7)Plan reported participants rose from 89 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 264274070 · The Speyer Legacy School PY 2024 · Profit Sharing
Speyer Legacy School 403(b)(7)Plan · $7M · 98 · 49th
- VS-ST $7M
- BOY 98
- SCH 49th
- EBSA Profit Sharing
- PART near Fbj Consulting Ltd. Profit Sharing Plan
- TYPE ind #1179
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 →
Speyer Legacy School 403(b)(7)Plan in the asset neighbourhood
The Speyer Legacy School multi-year asset trail
Sponsor-wide plan assets over time
All The Speyer Legacy School plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 44.67438099014482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $5M |
| 2023 | 1 | 89 | $6M |
| 2024 | 1 | 98 | $7M |
The Speyer Legacy School filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 264274070 |
| Plan Effective Date | 2009-08-05 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Speyer Legacy School 403(b)(7)Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Fbj Consulting Ltd. Profit Sharing Plan in NJ ($7M); by covered participants it is Children's Hunger Fund 403(b) Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.