Other · DOL Form 5500 · 2024
The Allendale Columbia School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $201,219
- Avg per participant Above avg balance/head
Official DOL plan name: The Allendale Columbia School Defined Contribution · Sponsored by The Allendale Columbia School · New York · Educational Services
$24M in assets, 118 participants
The Allendale Columbia School's The Allendale Columbia School Defined Contribution reported $24M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,070 in Educational Services (3,638 peers)
Coverage in New York
The Allendale Columbia School Defined Contribution covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $24M.
- #2,070
- in Educational Services (3,638 peers)
- +5.8%
- assets growth YoY
The Allendale Columbia School Defined Contribution's outsized position by total assets
The Allendale Columbia School Defined Contribution vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,743,865 Top 27% higher than 73% 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
The Allendale Columbia School Defined Contribution 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. The Allendale Columbia School Defined Contribution sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Allendale Columbia School Defined Contribution reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Allendale Columbia School Defined Contribution end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- The Allendale Columbia School Defined Contribution reported participants fell from 124 in the plan year 2023 filing to 118 in the plan year 2024 filing.
DOL schedule card
Filing strip 160983166 · The Allendale Columbia School PY 2024 · Other
The Allendale Columbia School Defined Contribution · $24M · 118 · 73rd
- VS-ST $24M
- VS-ST 118
- VS-ST 73rd
- VS-ST Other
- VS-ST near St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))
- VS-ST ind #2070
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 →
The Allendale Columbia School Defined Contribution in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 160983166 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Allendale Columbia School)
Sponsor-wide plan assets over time
All The Allendale Columbia School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 16.357432030191944% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $20M |
| 2023 | 1 | 124 | $22M |
| 2024 | 1 | 118 | $24M |
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
The Allendale Columbia School Defined Contribution's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) in AL ($24M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Preferred Home Services, LLC (SC) 118 · 0 off
- Familyaid Boston 403b Retirement Plan (MA) 118 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 118 · 0 off
- Lieber Institute, Inc. 403(b) Plan (MD) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.