Other · DOL Form 5500 · 2024

Zeta Charter Schools, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
377
Participants Below avg headcount
55th
Percentile by assets National rank
$25,920
Avg per participant Low balance/head
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Official DOL plan name: Zeta Charter Schools 403(b) Plan · Sponsored by Zeta Charter Schools, Inc. · New York · Educational Services

$10M in assets, 377 participants

Zeta Charter Schools, Inc.'s Zeta Charter Schools 403(b) Plan reported $10M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,377 in Educational Services (3,638 peers)

Coverage in New York

Zeta Charter Schools 403(b) Plan covers 377 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $10M.

#1,377
in Educational Services (3,638 peers)
+49.7%
assets growth YoY

Zeta Charter Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Zeta Charter Schools 403(b) Plan vs every filed plan by assets

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

$9,771,690 Top 45% higher than 55% 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

Zeta Charter Schools 403(b) 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. Zeta Charter Schools 403(b) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zeta Charter Schools 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Zeta Charter Schools 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Zeta Charter Schools 403(b) Plan reported participants rose from 292 in the plan year 2023 filing to 377 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 821888771 · Zeta Charter Schools, Inc. PY 2024 · Other

Zeta Charter Schools 403(b) Plan · $10M · 377 · 55th

  • PART $10M
  • PART 377
  • PART 55th
  • PART Other
  • PART near Kennedy-Donovan Center, Inc. Retirement Savings Plan
  • PART ind #1377

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 →

Zeta Charter Schools 403(b) Plan in the asset neighbourhood

Woodfords Family Services 403b PlanWoodfords Family Services 40…$10MZeta Charter Schools 403(b) PlanZeta Charter Schools 403(b) …$10MKennedy-Donovan Center, Inc. Retirement Savings PlanKennedy-Donovan Center, Inc.…$10MConner Prairie Museum Inc. ERISA 403b PlanConner Prairie Museum Inc. E…$10MTax Deferred Annuity Plan for the Arc of Central Alabama,IncTax Deferred Annuity Plan fo…$10M
End-of-year total assets ($M) among Zeta Charter Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN821888771
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zeta Charter Schools, Inc.)

Sponsor-wide plan assets over time

All Zeta Charter Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 135.87385321045554% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.14M $9.77M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 216 $4M
2023 1 292 $7M
2024 1 377 $10M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Zeta Charter Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Zeta Charter Schools 403(b) Plan, Total assets ($B): 0.00977169 · Participants: 377Zeta Charter Schools 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Zeta Charter Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Zeta Charter Schools 403(b) Plan side-by-side with 3 peers →

Zeta Charter Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Kennedy-Donovan Center, Inc. Retirement Savings Plan in MA ($10M); by covered participants it is Michigan Virtual University 403(b) Plan in MI (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Zeta Charter Schools 403(b) Plan assets move in 2024? ▼
Zeta Charter Schools 403(b) Plan surged - up 49.7% during 2024, from $7M to $10M. Reported net income was $3M.
How have Zeta Charter Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zeta Charter Schools, Inc.'s sponsor-wide assets grew 135.9%, from $4M to $10M.
Which Other plans are similar in size to Zeta Charter Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Kennedy-Donovan Center, Inc. Retirement Savings Plan in MA ($10M, 378 participants).
Which Other plans cover a similar participant headcount to Zeta Charter Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Michigan Virtual University 403(b) Plan in MI (377 participants, $24M 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 821888771.

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.