Other · DOL Form 5500 · 2024
Capital Milestones Child Care Retirement Plan
Data updated 2026-08-25
- $247K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $18,968
- Avg per participant Low balance/head
Official DOL plan name: Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan · Sponsored by Capital Milestones Child Care · New York · Healthcare & Social Assistance
$247K in assets, 13 participants
Capital Milestones Child Care's Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan reported $247K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,401 in Healthcare & Social Assistance (16,916 peers)
Capital Milestones Child Care multi-year trail
Capital Milestones Child Care's plans moved -20.8% in assets from 2022 to 2024; this filing shows Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan at $247K / 13 participants.
- #1,401
- in Healthcare & Social Assistance (16,916 peers)
- -33.1%
- assets change YoY
The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan among the smaller filed plans by assets
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$246,584 12th percentile higher than 12% 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
Capital Milestones Child Care 403(b) Tax Deferred Annuity 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. Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan reported net income fell from $57K in the plan year 2023 filing to -$122K in the plan year 2024 filing.
- Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan end-of-year assets fell from $369K in the plan year 2023 filing to $247K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141645413 · Capital Milestones Child Care PY 2024 · Other
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan · $247K · 13 · 12th
- VS-ST $247K
- BOY 13
- SCH 12th
- EBSA Other
- PART near Century 21 Coastland Realty Employee Benefit Plan
- TYPE ind #1401
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Capital Milestones Child Care multi-year asset trail
Sponsor-wide plan assets over time
All Capital Milestones Child Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $247K 20.807520240997132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $311K |
| 2023 | 1 | 13 | $369K |
| 2024 | 1 | 13 | $247K |
Capital Milestones Child Care filing trail (2024)
| Total Assets (Beginning of Year) | $369K |
|---|---|
| Net Assets (End of Year) | $247K |
| Net Income | -$122K |
| Employer EIN | 141645413 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
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
Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Century 21 Coastland Realty Employee Benefit Plan in NC ($244K); by covered participants it is Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan in DE (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247K here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.