Other · DOL Form 5500 · 2024
Little Red School House Retirement Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 167
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $369,815
- Avg per participant High balance/head
Official DOL plan name: Lrei Retirement and Savings Plan · Sponsored by Little Red School House · New York · Educational Services
$62M in assets, 167 participants
Little Red School House's Lrei Retirement and Savings Plan reported $62M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,748 in Educational Services (3,638 peers)
Coverage in New York
Lrei Retirement and Savings Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $62M.
- #2,748
- in Educational Services (3,638 peers)
- +7.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lrei Retirement and Savings Plan's outsized position by total assets
Lrei Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,759,162 Top 14% higher than 86% 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
Lrei Retirement and Savings 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. Lrei Retirement and Savings Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lrei Retirement and Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Lrei Retirement and Savings Plan end-of-year assets rose from $57M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Lrei Retirement and Savings Plan reported participants fell from 171 in the plan year 2023 filing to 167 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 135562268 · Little Red School House PY 2024 · Other
Lrei Retirement and Savings Plan · $62M · 167 · 86th
- RANK $62M
- RANK 167
- RANK 86th
- RANK Other
- RANK near Washington & Jefferson College Defined Contribution Plan
- RANK ind #2748
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 →
Lrei Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $4M |
| Employer EIN | 135562268 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Little Red School House)
Sponsor-wide plan assets over time
All Little Red School House plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 18.602374192111185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $52M |
| 2023 | 1 | 171 | $57M |
| 2024 | 1 | 167 | $62M |
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
Lrei Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Washington & Jefferson College Defined Contribution Plan in PA ($62M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 167 · 0 off
- National Telecommuting Institute 403(b) DC Plan (MA) 167 · 0 off
- Platte Health Center 403(b) Plan (SD) 167 · 0 off
- Sacred Heart Greenwich Plan (CT) 167 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.