Other · DOL Form 5500 · 2024
The Equity Project Charter School Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $81,158
- Avg per participant Below avg balance/head
Official DOL plan name: The Equity Project Charter School 403(b)Deferred Compensation Plan · Sponsored by The Equity Project Charter School · New York · Educational Services
$10M in assets, 119 participants
The Equity Project Charter School's The Equity Project Charter School 403(b)Deferred Compensation Plan reported $10M in total assets and 119 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.
- #1,365 in Educational Services (3,638 peers)
Coverage in New York
The Equity Project Charter School 403(b)Deferred Compensation Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $10M.
- #1,365
- in Educational Services (3,638 peers)
- +6.3%
- assets growth YoY
The Equity Project Charter School 403(b)Deferred Compensation Plan's mid-pack asset rank among Educational Services and all filers
The Equity Project Charter School 403(b)Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,657,810 Top 45% higher than 55% 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
The Equity Project Charter School 403(b)Deferred Compensation 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. The Equity Project Charter School 403(b)Deferred Compensation Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Equity Project Charter School 403(b)Deferred Compensation Plan reported net income fell from $2M in the plan year 2023 filing to $575K in the plan year 2024 filing.
- The Equity Project Charter School 403(b)Deferred Compensation Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- The Equity Project Charter School 403(b)Deferred Compensation Plan reported participants rose from 116 in the plan year 2023 filing to 119 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 900354470 · The Equity Project Charter School PY 2024 · Other
The Equity Project Charter School 403(b)Deferred Compensation Plan · $10M · 119 · 55th
- ASSETS $10M
- PCT 119
- EIN 55th
- RANK Other
- PHOTO near Baker College Professional Services 403(b) Plan
- IND ind #1365
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 →
The Equity Project Charter School 403(b)Deferred Compensation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $575K |
| Employer EIN | 900354470 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Equity Project Charter School)
Sponsor-wide plan assets over time
All The Equity Project Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 36.9587413955942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $7M |
| 2023 | 1 | 116 | $9M |
| 2024 | 1 | 119 | $10M |
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
The Equity Project Charter School 403(b)Deferred Compensation Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Baker College Professional Services 403(b) Plan in MI ($10M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Baker College Professional Services 403(b) Plan (MI) $10M · 892
- Carf 403(b) Plan (AZ) $10M · 144
- Easter Seals Massachusetts 403(b)(7) Plan (MA) $10M · 269
- Guardian Angels 403b Retirement Plan (MN) $10M · 494
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 119 · 0 off
- Sreb Retirement Plan (GA) 119 · 0 off
- Center for Early Education DC Retirement Plan (CA) 119 · 0 off
- San Francisco University High School DC Retirement Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.