401(k) · DOL Form 5500 · 2024

Innovation Charter High School 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
71
Participants Small participant base
44th
Percentile by assets National rank
$79,664
Avg per participant Below avg balance/head
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Official DOL plan name: Innovation Charter High School Retirement Plan · Sponsored by Innovation Charter High School · New York · Educational Services

$6M in assets, 71 participants

Innovation Charter High School's Innovation Charter High School Retirement Plan reported $6M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,041 in Educational Services (3,638 peers)

Innovation Charter High School multi-year trail

Innovation Charter High School's plans moved +38.1% in assets from 2022 to 2024; this filing shows Innovation Charter High School Retirement Plan at $6M / 71 participants.

#1,041
in Educational Services (3,638 peers)
+21.2%
assets growth YoY

Innovation Charter High School Retirement Plan's mid-pack asset rank among Educational Services and all filers

Innovation Charter High School Retirement Plan vs every filed plan by assets

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

$5,656,140 44th percentile higher than 44% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Innovation Charter High School Retirement 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. Innovation Charter High School Retirement Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Innovation Charter High School Retirement Plan reported net income rose from $574K in the plan year 2023 filing to $988K in the plan year 2024 filing.
  • Innovation Charter High School Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Innovation Charter High School Retirement Plan reported participants fell from 74 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271736728 · Innovation Charter High School PY 2024 · 401(k)

Innovation Charter High School Retirement Plan · $6M · 71 · 44th

  • BOY $6M
  • SCH 71
  • EBSA 44th
  • PART 401(k)
  • TYPE near Summit Golf Brands Inc. 401(k) Plan
  • NET ind #1041

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 →

Innovation Charter High School Retirement Plan in the asset neighbourhood

Innovation Charter High School Retirement PlanInnovation Charter High Scho…$6MSummit Golf Brands Inc. 401(k) PlanSummit Golf Brands Inc. 401(…$6MAllison Associates Retirement PlanAllison Associates Retiremen…$6MEye Specialists of Chicago and Highland Park 401(k) PlanEye Specialists of Chicago a…$6MOlympia Anesthesia Associates, P.C. 401(k) Profit Sharing Plan and TrustOlympia Anesthesia Associate…$6M
End-of-year total assets ($M) among Innovation Charter High School Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Innovation Charter High School multi-year asset trail

Sponsor-wide plan assets over time

All Innovation Charter High School plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.14861501869821% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.09M $5.66M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 94 $4M
2023 1 74 $5M
2024 1 71 $6M

Innovation Charter High School filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$988K
Employer EIN271736728
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Innovation Charter High School Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Innovation Charter High School Retirement Plan, Total assets ($B): 0.00565614 · Participants: 71Innovation Charter High School Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Innovation Charter High School Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Innovation Charter High School Retirement Plan side-by-side with 3 peers →

Innovation Charter High School Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Summit Golf Brands Inc. 401(k) Plan in CT ($6M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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.

Frequently Asked Questions

How did Innovation Charter High School Retirement Plan assets move in 2024? ▼
Innovation Charter High School Retirement Plan grew sharply - up 21.2% during 2024, from $5M to $6M. Reported net income was $988K.
How have Innovation Charter High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovation Charter High School's sponsor-wide assets grew 38.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Innovation Charter High School Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Golf Brands Inc. 401(k) Plan in CT ($6M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Innovation Charter High School Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 271736728.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.