Other · DOL Form 5500 · 2024

Kipp Capital Region Public Schools Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
356
Participants Below avg headcount
61st
Percentile by assets National rank
$35,183
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kipp Capital Region Public Schools 403(b) Plan · Sponsored by Kipp Capital Region Public Schools · New York · Educational Services

$13M in assets, 356 participants

Kipp Capital Region Public Schools's Kipp Capital Region Public Schools 403(b) Plan reported $13M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,581 in Educational Services (3,638 peers)

Coverage in New York

Kipp Capital Region Public Schools 403(b) Plan covers 356 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $13M.

#1,581
in Educational Services (3,638 peers)
+14.0%
assets growth YoY

Kipp Capital Region Public Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Kipp Capital Region Public Schools 403(b) Plan vs every filed plan by assets

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

$12,525,219 Top 39% higher than 61% 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

Kipp Capital Region Public 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. Kipp Capital Region Public Schools 403(b) Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kipp Capital Region Public Schools 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kipp Capital Region Public Schools 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Kipp Capital Region Public Schools 403(b) Plan reported participants fell from 379 in the plan year 2023 filing to 356 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201347748 · Kipp Capital Region Public Schools PY 2024 · Other

Kipp Capital Region Public Schools 403(b) Plan · $13M · 356 · 61st

  • 5500 $13M
  • ASSETS 356
  • PCT 61st
  • EIN Other
  • RANK near Family Research Council 403(b) Retirement Plan
  • PHOTO ind #1581

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 →

Kipp Capital Region Public Schools 403(b) Plan in the asset neighbourhood

403b Thrift Plan of Marcus Jewish Community Center of Atlanta, Inc.403b Thrift Plan of Marcus J…$13MKipp Capital Region Public Schools 403(b) PlanKipp Capital Region Public S…$13MFamily Research Council 403(b) Retirement PlanFamily Research Council 403(…$13MJannus, Inc. Retirement Plan$13MColumbus Association for the Performing Arts 403(b) PlanColumbus Association for the…$13M
End-of-year total assets ($M) among Kipp Capital Region Public 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)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN201347748
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kipp Capital Region Public Schools)

Sponsor-wide plan assets over time

All Kipp Capital Region Public Schools plans reported in each filing year

Latest sponsor-wide plan assets
$13M 53.4368706824814% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.16M $12.5M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 261 $8M
2023 1 379 $11M
2024 1 356 $13M

Nearby Other Plans in New York

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

Kipp Capital Region Public Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Kipp Capital Region Public Schools 403(b) Plan, Total assets ($B): 0.012525219 · Participants: 356Kipp Capital Region Public 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
Kipp Capital Region Public Schools 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Kipp Capital Region Public Schools 403(b) Plan side-by-side with 3 peers →

Kipp Capital Region Public Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Family Research Council 403(b) Retirement Plan in DC ($13M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Kipp Capital Region Public Schools 403(b) Plan assets move in 2024? ▼
Kipp Capital Region Public Schools 403(b) Plan grew at a solid clip - up 14.0% during 2024, from $11M to $13M. Reported net income was $2M.
How have Kipp Capital Region Public Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kipp Capital Region Public Schools's sponsor-wide assets grew 53.4%, from $8M to $13M.
Which Other plans are similar in size to Kipp Capital Region Public Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Family Research Council 403(b) Retirement Plan in DC ($13M, 101 participants).
Which Other plans cover a similar participant headcount to Kipp Capital Region Public Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lebanon Valley College Defined Contribution Plan in PA (355 participants, $120M 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 201347748.

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.