Other · DOL Form 5500 · 2024
The Packer Collegiate Institute Retirement Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 264
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $421,521
- Avg per participant High balance/head
Official DOL plan name: The Packer Collegiate Institute Defined Contribution Retirement Plan · Sponsored by The Packer Collegiate Institute · New York · Educational Services
$111M in assets, 264 participants
The Packer Collegiate Institute's The Packer Collegiate Institute Defined Contribution Retirement Plan reported $111M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,081 in Educational Services (3,638 peers)
Coverage in New York
The Packer Collegiate Institute Defined Contribution Retirement Plan covers 264 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $111M.
- #3,081
- in Educational Services (3,638 peers)
- +11.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Packer Collegiate Institute Defined Contribution Retirement Plan's outsized position by total assets
The Packer Collegiate Institute Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,281,532 Top 9% higher than 91% 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 Packer Collegiate Institute Defined Contribution Retirement Plan 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 Packer Collegiate Institute Defined Contribution Retirement Plan sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Packer Collegiate Institute Defined Contribution Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Packer Collegiate Institute Defined Contribution Retirement Plan end-of-year assets rose from $100M in the plan year 2023 filing to $111M in the plan year 2024 filing.
- The Packer Collegiate Institute Defined Contribution Retirement Plan reported participants rose from 248 in the plan year 2023 filing to 264 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 111633522 · The Packer Collegiate Institute PY 2024 · Other
The Packer Collegiate Institute Defined Contribution Retirement Plan · $111M · 264 · 91st
- NET $111M
- NET 264
- NET 91st
- NET Other
- NET near Latin School of Chicago Retirement Plan
- NET ind #3081
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 Packer Collegiate Institute Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $11M |
| Employer EIN | 111633522 |
| Plan Effective Date | 1919-06-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Packer Collegiate Institute)
Sponsor-wide plan assets over time
All The Packer Collegiate Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 28.26366571011582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $87M |
| 2023 | 1 | 248 | $100M |
| 2024 | 1 | 264 | $111M |
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 Packer Collegiate Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Latin School of Chicago Retirement Plan in IL ($111M); by covered participants it is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Latin School of Chicago Retirement Plan (IL) $111M · 243
- Menlo School Defined Contribution Retirement Plan (CA) $111M · 248
- Retirement Plus of Memorial Health System Hospitals (OH) $111M · 3,085
- The William and Flora Hewlett Foundation 403(b) Plan (CA) $111M · 133
Similar participant headcount
Nearest other-state filings by covered participants (264 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.