Other · DOL Form 5500 · 2024

Alcott School Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 98
Participants Small participant base: 53rd
Percentile by assets National rank: $89,006
Avg per participant Below avg balance/head

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

$9M in assets, 98 participants

Alcott School's Alcott School 403(b) Plan reported $9M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

#1,304 in Educational Services (3,638 peers)

Alcott School multi-year trail

Alcott School's plans moved +27.2% in assets from 2022 to 2024; this filing shows Alcott School 403(b) Plan at $9M / 98 participants.

#1,304
in Educational Services (3,638 peers): +11.9%
assets growth YoY

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

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

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

$8,722,539 Top 47% higher than 53% 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

Alcott School 403(b) 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. Alcott School 403(b) Plan is a small filing (98 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%)

Alcott School 403(b) Plan reported participants fell from 149 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Alcott School 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132939938 · Alcott School PY 2024 · Other

Alcott School 403(b) Plan · $9M · 98 · 53rd

BOOK $9M
VS-ST 98
BOY 53rd
SCH Other
EBSA near The Boston Home, Inc. Retirement Savings Plan
PART ind #1304

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 Alcott School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Alcott School multi-year asset trail

Latest sponsor-wide plan assets: $9M 27.183325870292396% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	126	$7M
2023	1	149	$8M
2024	1	98	$9M

Alcott School filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$928K
Employer EIN	132939938
Plan Effective Date	1980-08-16
Filing Status	FILING RECEIVED

Nearby Other Plans in New York

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

Alcott School 403(b) 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 Alcott School 403(b) Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is The Boston Home, Inc. Retirement Savings Plan in MA ($9M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution 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 ($9M here).

The Boston Home, Inc. Retirement Savings Plan (MA) $9M · 233
Water Missions International 403(b) Retirement Plan (SC) $9M · 127
Titusville Area Hospital Tsa Annuity Plan (PA) $9M · 142
The Waverly School Defined Contribution Plan (CA) $9M · 66

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan (CA) 98 · 0 off
Belmont Day School DC Retirement Plan (MA) 98 · 0 off
National Council on Aging, Inc. 403(b) Plan (VA) 98 · 0 off
Public Policy Institute of Ca DC Retirement Plan (CA) 98 · 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 Alcott School 403(b) Plan assets move in 2024? ▼

Alcott School 403(b) Plan grew at a solid clip - up 11.9% during 2024, from $8M to $9M. Reported net income was $928K.

How have Alcott School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alcott School's sponsor-wide assets grew 27.2%, from $7M to $9M.

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

Among Other plans in other states, the closest by assets is The Boston Home, Inc. Retirement Savings Plan in MA ($9M, 233 participants).

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

Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants, $28M 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 132939938.