Defined Benefit (Pension) · DOL Form 5500 · 2023

The Summit School Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
156
Participants Small participant base
66th
Percentile by assets National rank
$89,403
Avg per participant Below avg balance/head
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Official DOL plan name: Summit School at Nyack Retirement Plan · Sponsored by The Summit School · New York · Educational Services

$14M in assets, 156 participants

The Summit School's Summit School at Nyack Retirement Plan reported $14M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,795 in Educational Services (3,735 peers)

Coverage in New York

Summit School at Nyack Retirement Plan covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $14M.

#1,795
in Educational Services (3,735 peers)
+10.1%
assets growth YoY

Summit School at Nyack Retirement Plan's mid-pack asset rank among Educational Services and all filers

Summit School at Nyack Retirement Plan vs every filed plan by assets

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

$13,946,927 Top 34% higher than 66% 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

Summit School at Nyack Retirement 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. Summit School at Nyack Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit School at Nyack Retirement Plan reported net income rose from $944K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Summit School at Nyack Retirement Plan reported participants rose from 121 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • Summit School at Nyack Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112167091 · The Summit School PY 2023 · Defined Benefit (Pension)

Summit School at Nyack Retirement Plan · $14M · 156 · 66th

  • EIN $14M
  • EIN 156
  • EIN 66th
  • EIN Defined Benefit (Pension)
  • EIN near Retirement Plan for Non-Bargaining Employees of Ace Glass Incorporated
  • EIN ind #1795

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 →

Summit School at Nyack Retirement Plan in the asset neighbourhood

Public Service Communications, Inc. Retirement PlanPublic Service Communication…$14MRetirement Plan for Non-Bargaining Employees of Ace Glass IncorporatedRetirement Plan for Non-Barg…$14MFarmers and Merchants Trust Company of Chambersburg Pension PlanFarmers and Merchants Trust …$14MSummit School at Nyack Retirement PlanSummit School at Nyack Retir…$14MDefined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLCDefined Benefit Pension Plan…$14M
End-of-year total assets ($M) among Summit School at Nyack Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN112167091
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Summit School)

Sponsor-wide plan assets over time

All The Summit School plans reported in each filing year

Latest sponsor-wide plan assets
$27M 10.857077212119325% vs 2022
2024 filing year
$23M$24M$25M$26M$27M 202220232024 $24M $26.6M ▲ +10.9%
Year Plans Participants Total Assets
2022 2 215 $24M
2023 2 261 $26M
2024 2 250 $27M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Summit School at Nyack Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Summit School at Nyack Retirement Plan, Total assets ($B): 0.013946927 · Participants: 156Summit School at Nyack Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Summit School at Nyack Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Summit School at Nyack Retirement Plan side-by-side with 3 peers →

Summit School at Nyack Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Non-Bargaining Employees of Ace Glass Incorporated in NJ ($14M); by covered participants it is Children's Minnesota Rsvp Plan II in MN (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Summit School at Nyack Retirement Plan assets move in 2023? ▼
Summit School at Nyack Retirement Plan grew at a solid clip - up 10.1% during 2023, from $13M to $14M. Reported net income was $1M.
How have The Summit School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Summit School's sponsor-wide assets grew 10.9%, from $24M to $27M.
Which Defined Benefit (Pension) plans are similar in size to Summit School at Nyack Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Non-Bargaining Employees of Ace Glass Incorporated in NJ ($14M, 33 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Summit School at Nyack Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Children's Minnesota Rsvp Plan II in MN (156 participants, $24M 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 112167091.

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.