Other · DOL Form 5500 · 2024

Little Red School House Retirement Plan

Data updated 2026-08-11

$62M
Total assets
167
Participants
86th
Percentile by assets
$369,815
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$62M
total plan assets (2024 EOY)
167
covered participants
86th
percentile by assets (of 123,622 plans)
$369,815
avg assets per participant

Where Lrei Retirement and Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Lrei Retirement and Savings Plan reports 167 participants - about 21% of that state average ($62M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$62M
Net Income$4M
Employer EIN135562268
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Little Red School House)

$50M$55M$60M$65M 202220232024 $52.1M $61.8M ▲ +18.6%
Total plan assets by year, all Little Red School House plans on file
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.

Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Lrei Retirement and …Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Lrei Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lrei Retirement and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Lrei Retirement and Savings Plan assets move in 2024?
Lrei Retirement and Savings Plan grew at a solid clip - up 7.6% during 2024, from $57M to $62M. Reported net income was $4M.
How have Little Red School House plan assets changed over time?
Across 3 plan years on file (2022-2024), Little Red School House's sponsor-wide assets grew 18.6%, from $52M to $62M.
Where does Lrei Retirement and Savings Plan rank by assets among Form 5500 filers?
Lrei Retirement and Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lrei Retirement and Savings Plan?
Among Other plans in other states, the closest by assets is Washington & Jefferson College Defined Contribution Plan in PA ($62M, 331 participants).

Next read for Lrei Retirement and Savings Plan

Filing takeaways

Ways to act on Lrei Retirement and Savings Plan's numbers.