Other · DOL Form 5500 · 2024

Knox School Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 86
Participants Small participant base: 41st
Percentile by assets National rank: $55,825
Avg per participant Low balance/head

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Official DOL plan name: Knox School 403(b) DC Plan · Sponsored by Knox School · New York · Educational Services

$5M in assets, 86 participants

Knox School's Knox School 403(b) DC Plan reported $5M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#961 in Educational Services (3,638 peers)

Knox School multi-year trail

Knox School's plans moved +10.7% in assets from 2022 to 2024; this filing shows Knox School 403(b) DC Plan at $5M / 86 participants.

#961
in Educational Services (3,638 peers): +8.5%
assets growth YoY

Knox School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Knox School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,800,917 41st percentile higher than 41% 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

Knox School 403(b) DC 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. Knox School 403(b) DC Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Knox School 403(b) DC Plan reported net income rose from $90K in the plan year 2023 filing to $376K in the plan year 2024 filing.
Knox School 403(b) DC Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Knox School 403(b) DC Plan reported participants fell from 88 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 111743680 · Knox School PY 2024 · Other

Knox School 403(b) DC Plan · $5M · 86 · 41st

5500 $5M
ASSETS 86
PCT 41st
EIN Other
RANK near Chris 180 Inc. 403(b) Retirement Plan
PHOTO ind #961

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 →

End-of-year total assets ($M) among Knox School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Knox School multi-year asset trail

Latest sponsor-wide plan assets: $5M 10.747439339296252% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	90	$4M
2023	1	88	$4M
2024	1	86	$5M

Knox School filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$376K
Employer EIN	111743680
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Knox School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

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

Compare Knox School 403(b) DC Plan side-by-side with 3 peers →

Knox School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Chris 180 Inc. 403(b) Retirement Plan in GA ($5M); by covered participants it is Wheaton Academy 403(b) DC Plan in IL (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Chris 180 Inc. 403(b) Retirement Plan (GA) $5M · 435
The Mary Wade Home, Inc. 403(b) Savings Plan (CT) $5M · 316
Adec Retirement Plan (IN) $5M · 302
Cathedral Home for Children Retirement Plan (WY) $5M · 131

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Wheaton Academy 403(b) DC Plan (IL) 86 · 0 off
The Children's Cabinet, Inc. 403(*B) Retirement Plan (NV) 86 · 0 off
The Guidance Center Tax Sheltered Annuity Plan (PA) 86 · 0 off
The Akron Porcelain & Plastics Co. Money-Purchase Pension Plan (OH) 86 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Knox School 403(b) DC Plan assets move in 2024? ▼

Knox School 403(b) DC Plan grew at a solid clip - up 8.5% during 2024, from $4M to $5M. Reported net income was $376K.

How have Knox School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Knox School's sponsor-wide assets grew 10.7%, from $4M to $5M.

Which Other plans are similar in size to Knox School 403(b) DC Plan? ▼

Among Other plans in other states, the closest by assets is Chris 180 Inc. 403(b) Retirement Plan in GA ($5M, 435 participants).

Which Other plans cover a similar participant headcount to Knox School 403(b) DC Plan? ▼

Among Other plans in other states, the closest by covered participants is Wheaton Academy 403(b) DC Plan in IL (86 participants, $11M in assets).

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 111743680.