401(k) · DOL Form 5500 · 2023

Integration Charter Schools 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
348
Participants Below avg headcount
64th
Percentile by assets National rank
$37,187
Avg per participant Low balance/head
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Official DOL plan name: Integration Charter Schools 401(k) Plan · Sponsored by Integration Charter Schools · New York · Educational Services

$13M in assets, 348 participants

Integration Charter Schools's Integration Charter Schools 401(k) Plan reported $13M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,744 in Educational Services (3,735 peers)

Coverage in New York

Integration Charter Schools 401(k) Plan covers 348 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $13M.

#1,744
in Educational Services (3,735 peers)
+23.3%
assets growth YoY

Integration Charter Schools 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Integration Charter Schools 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,941,182 Top 36% higher than 64% of 127,068 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 2023

Integration Charter Schools 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integration Charter Schools 401(k) Plan sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Integration Charter Schools 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 348 in the plan year 2023 filing.
  • Integration Charter Schools 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Integration Charter Schools 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472459523 · Integration Charter Schools PY 2023 · 401(k)

Integration Charter Schools 401(k) Plan · $13M · 348 · 64th

  • EOY $13M
  • EOY 348
  • EOY 64th
  • EOY 401(k)
  • EOY near Union Square Credit Union 401(k) Plan
  • EOY ind #1744

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 →

Integration Charter Schools 401(k) Plan in the asset neighbourhood

Integration Charter Schools 401(k) PlanIntegration Charter Schools …$13MUnion Square Credit Union 401(k) PlanUnion Square Credit Union 40…$13MImre, LLC 401(k) Retirement PlanImre, LLC 401(k) Retirement …$13MBaldwin & Sons, LLC 401(k) PlanBaldwin & Sons, LLC 401(k) P…$13MAtlas Data Systems, LLC 401(k) Profit Sharing PlanAtlas Data Systems, LLC 401(…$13M
End-of-year total assets ($M) among Integration Charter Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN472459523
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integration Charter Schools)

Sponsor-wide plan assets over time

All Integration Charter Schools plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.69025224232922% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13.1M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 231 $10M
2023 1 348 $13M
2024 1 361 $13M

Nearby 401(k) Plans in New York

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

Integration Charter Schools 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Integration Charter Schools 401(k) Plan, Total assets ($B): 0.012941182 · Participants: 348Integration Charter Schools 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Integration Charter Schools 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Integration Charter Schools 401(k) Plan side-by-side with 3 peers →

Integration Charter Schools 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Union Square Credit Union 401(k) Plan in TX ($13M); by covered participants it is Cabinet Specialists 401(k) Plan in TX (348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Integration Charter Schools 401(k) Plan assets move in 2023? ▼
Integration Charter Schools 401(k) Plan grew sharply - up 23.3% during 2023, from $10M to $13M. Reported net income was $2M.
How have Integration Charter Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integration Charter Schools's sponsor-wide assets grew 24.7%, from $10M to $13M.
Which 401(k) plans are similar in size to Integration Charter Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Union Square Credit Union 401(k) Plan in TX ($13M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Integration Charter Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cabinet Specialists 401(k) Plan in TX (348 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472459523.

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.