Defined Benefit (Pension) · DOL Form 5500 · 2023

The Summit School Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
105
Participants Small participant base
63rd
Percentile by assets National rank
$116,507
Avg per participant Below avg balance/head
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Official DOL plan name: Summit School Retirement Plan · Sponsored by The Summit School · New York · Educational Services

$12M in assets, 105 participants

The Summit School's Summit School Retirement Plan reported $12M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,705 in Educational Services (3,735 peers)

Coverage in New York

Summit School Retirement Plan covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $12M.

#1,705
in Educational Services (3,735 peers)
+8.4%
assets growth YoY

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

Summit School Retirement Plan vs every filed plan by assets

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

$12,233,280 Top 37% higher than 63% 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 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 Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit School Retirement Plan reported participants rose from 94 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Summit School Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Summit School Retirement Plan · $12M · 105 · 63rd

  • 5500 $12M
  • 5500 105
  • 5500 63rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Wilentz, Goldman, & Spitzer, P.a. Pension Plan
  • 5500 ind #1705

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 Retirement Plan in the asset neighbourhood

Retirement Plan for Employees of Badger Mutual Insurance CompanyRetirement Plan for Employee…$12MSalaried Employees Pension Plan of Toledo Technologies, Inc.Salaried Employees Pension P…$12MGE Appliances Pension Plan$12MSummit School Retirement Plan$12MWilentz, Goldman, & Spitzer, P.a. Pension PlanWilentz, Goldman, & Spitzer,…$12M
End-of-year total assets ($M) among Summit School 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)$11M
Net Assets (End of Year)$12M
Net Income$972K
Employer EIN112167091
Plan Effective Date2003-07-01
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 Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Summit School Retirement Plan, Total assets ($B): 0.01223328 · Participants: 105Summit School 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 Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Summit School Retirement Plan side-by-side with 3 peers →

Summit School 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 Wilentz, Goldman, & Spitzer, P.a. Pension Plan in NJ ($12M); by covered participants it is First Technology Credit Union Employees' Pension Plan in OR (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Retirement Plan assets move in 2023? ▼
Summit School Retirement Plan grew at a solid clip - up 8.4% during 2023, from $11M to $12M. Reported net income was $972K.
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 Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wilentz, Goldman, & Spitzer, P.a. Pension Plan in NJ ($12M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Summit School Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Technology Credit Union Employees' Pension Plan in OR (105 participants, $53M 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.