Defined Benefit (Pension) · DOL Form 5500 · 2024

Roosevelt Children's Academy Charter School Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
104
Participants Small participant base
37th
Percentile by assets National rank
$34,587
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roosevelt Children's Academy Charter School Cash Balance Plan · Sponsored by Roosevelt Children's Academy Charter School · New York · Educational Services

$4M in assets, 104 participants

Roosevelt Children's Academy Charter School's Roosevelt Children's Academy Charter School Cash Balance Plan reported $4M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #840 in Educational Services (3,638 peers)

Coverage in New York

Roosevelt Children's Academy Charter School Cash Balance Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $4M.

#840
in Educational Services (3,638 peers)
+2.1%
assets growth YoY

Roosevelt Children's Academy Charter School Cash Balance Plan's mid-pack asset rank among Educational Services and all filers

Roosevelt Children's Academy Charter School Cash Balance Plan vs every filed plan by assets

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

$3,597,032 37th percentile higher than 37% 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

Roosevelt Children's Academy Charter School Cash Balance 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. Roosevelt Children's Academy Charter School Cash Balance Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roosevelt Children's Academy Charter School Cash Balance Plan reported net income fell from $386K in the plan year 2023 filing to $75K in the plan year 2024 filing.
  • Roosevelt Children's Academy Charter School Cash Balance Plan reported participants fell from 127 in the plan year 2023 filing to 104 in the plan year 2024 filing.
  • Roosevelt Children's Academy Charter School Cash Balance Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134119998 · Roosevelt Children's Academy Charter School PY 2024 · Defined Benefit (Pension)

Roosevelt Children's Academy Charter School Cash Balance Plan · $4M · 104 · 37th

  • ASSETS $4M
  • PCT 104
  • EIN 37th
  • RANK Defined Benefit (Pension)
  • PHOTO near Morrison Restaurants, Inc. Retirement Plan
  • IND ind #840

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 →

Roosevelt Children's Academy Charter School Cash Balance Plan in the asset neighbourhood

Roosevelt Children's Academy Charter School Cash Balance PlanRoosevelt Children's Academy…$4MMorrison Restaurants, Inc. Retirement PlanMorrison Restaurants, Inc. R…$4MKasa Trading Defined Benefit Pension PlanKasa Trading Defined Benefit…$4MNew England Cancer Specialists Cash Balance PlanNew England Cancer Specialis…$4MLocal 18 International Union of Police & Protection Employees - Isopgu Pension FundLocal 18 International Union…$4M
End-of-year total assets ($M) among Roosevelt Children's Academy Charter School Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$75K
Employer EIN134119998
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Children's Academy Charter School)

Sponsor-wide plan assets over time

All Roosevelt Children's Academy Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.838238539448447% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.71M $7.98M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 252 $7M
2023 2 258 $7M
2024 2 229 $8M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Roosevelt Children's Academy Charter School Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Roosevelt Children's Academy Charter School Cash Balance Plan, Total assets ($B): 0.003597032 · Participants: 104Roosevelt Children's Academy Charter School Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Roosevelt Children's Academy Charter School Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Roosevelt Children's Academy Charter School Cash Balance Plan side-by-side with 3 peers →

Roosevelt Children's Academy Charter School Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Morrison Restaurants, Inc. Retirement Plan in TN ($4M); by covered participants it is First United Corporation Pension Plan in MD (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Roosevelt Children's Academy Charter School Cash Balance Plan assets move in 2024? ▼
Roosevelt Children's Academy Charter School Cash Balance Plan edged up modestly - up 2.1% during 2024, from $4M to $4M. Reported net income was $75K.
How have Roosevelt Children's Academy Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Children's Academy Charter School's sponsor-wide assets grew 18.8%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Roosevelt Children's Academy Charter School Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Morrison Restaurants, Inc. Retirement Plan in TN ($4M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roosevelt Children's Academy Charter School Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First United Corporation Pension Plan in MD (104 participants, $56M 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 134119998.

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.