Other · DOL Form 5500 · 2024
Doctor Richard Izquierdo Health and Science Charter School Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $36,665
- Avg per participant Low balance/head
Official DOL plan name: Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan · Sponsored by Doctor Richard Izquierdo Health and Science Charter School · New York · Educational Services
$4M in assets, 110 participants
Doctor Richard Izquierdo Health and Science Charter School's Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan reported $4M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #881 in Educational Services (3,638 peers)
Coverage in New York
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan covers 110 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #881
- in Educational Services (3,638 peers)
- +5.7%
- assets growth YoY
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,033,101 38th percentile higher than 38% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dr. Richard Izquierdo Health and Science Charter School 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. Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan reported net income fell from $430K in the plan year 2023 filing to $219K in the plan year 2024 filing.
- Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan reported participants fell from 128 in the plan year 2023 filing to 110 in the plan year 2024 filing.
- Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 271766995 · Doctor Richard Izquierdo Health and Science Charter School PY 2024 · Other
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan · $4M · 110 · 38th
- BOY $4M
- BOY 110
- BOY 38th
- BOY Other
- BOY near Community Health Net 403b Retirement Plan
- BOY ind #881
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 →
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $219K |
| Employer EIN | 271766995 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Doctor Richard Izquierdo Health and Science Charter School)
Sponsor-wide plan assets over time
All Doctor Richard Izquierdo Health and Science Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.183584815333603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $3M |
| 2023 | 1 | 128 | $4M |
| 2024 | 1 | 110 | $4M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Dr. Richard Izquierdo Health and Science Charter School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Community Health Net 403b Retirement Plan in PA ($4M); by covered participants it is Children's Day School Defined Contribution Retirement Plan in CA (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Community Health Net 403b Retirement Plan (PA) $4M · 99
- Adjoin 403(b) Plan (CA) $4M · 244
- 403(b) Thrift Plan of Missouri Valley Community Action Agency (MO) $4M · 149
- Galloway Ridge 403(b) Plan (NC) $4M · 314
Similar participant headcount
Nearest other-state filings by covered participants (110 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.