401(k) · DOL Form 5500 · 2024
Carlos Rosario International Public Charter School, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $109,442
- Avg per participant Below avg balance/head
Official DOL plan name: Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan · Sponsored by Carlos Rosario International Public Charter School, Inc. · District of Columbia · Educational Services
$22M in assets, 201 participants
Carlos Rosario International Public Charter School, Inc.'s Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan reported $22M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,004 in Educational Services (3,638 peers)
Coverage in District of Columbia
Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan covers 201 participants in District of Columbia, about 14% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $22M.
- #2,004
- in Educational Services (3,638 peers)
- +15.9%
- assets growth YoY
Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan's outsized position by total assets
Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,997,933 Top 28% higher than 72% 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
Carlos Rosario International Public Charter School, Inc. 401(k) Retirement 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. Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan reported participants rose from 181 in the plan year 2023 filing to 201 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 522157082 · Carlos Rosario International Public Charter School, Inc. PY 2024 · 401(k)
Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan · $22M · 201 · 72nd
- VS-ST $22M
- BOY 201
- SCH 72nd
- EBSA 401(k)
- PART near Orthodontic Partners 401(k) Plan
- TYPE ind #2004
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 District of Columbia →
Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 522157082 |
| Plan Effective Date | 2013-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlos Rosario International Public Charter School, Inc.)
Sponsor-wide plan assets over time
All Carlos Rosario International Public Charter School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 34.50482349046644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $16M |
| 2023 | 1 | 181 | $19M |
| 2024 | 1 | 201 | $22M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Orthodontic Partners 401(k) Plan in MI ($22M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Orthodontic Partners 401(k) Plan (MI) $22M · 819
- Alinabal Retirement 401(k) Savings Plan (CT) $22M · 176
- Atkinsons Market 401(k) & Profit Sharing Plan (ID) $22M · 176
- Dan Klores Communications, LLC 401(k) Savings Plan (NY) $22M · 210
Similar participant headcount
Nearest other-state filings by covered participants (201 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.