Money Purchase · DOL Form 5500 · 2024

The Waldorf School of Garden City Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
76
Participants Small participant base
47th
Percentile by assets National rank
$86,173
Avg per participant Below avg balance/head
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Official DOL plan name: Waldorf School of Garden City Defined Contribution Plan · Sponsored by The Waldorf School of Garden City · New York · Educational Services

$7M in assets, 76 participants

The Waldorf School of Garden City's Waldorf School of Garden City Defined Contribution Plan reported $7M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,123 in Educational Services (3,638 peers)

The Waldorf School of Garden City multi-year trail

The Waldorf School of Garden City's plans moved +17.9% in assets from 2022 to 2024; this filing shows Waldorf School of Garden City Defined Contribution Plan at $7M / 76 participants.

#1,123
in Educational Services (3,638 peers)
+7.3%
assets growth YoY

Waldorf School of Garden City Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers

Waldorf School of Garden City Defined Contribution Plan vs every filed plan by assets

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

$6,549,132 47th percentile higher than 47% 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

Waldorf School of Garden City Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waldorf School of Garden City Defined Contribution Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waldorf School of Garden City Defined Contribution Plan reported net income fell from $547K in the plan year 2023 filing to $447K in the plan year 2024 filing.
  • Waldorf School of Garden City Defined Contribution Plan reported participants rose from 70 in the plan year 2023 filing to 76 in the plan year 2024 filing.
  • Waldorf School of Garden City Defined Contribution Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 111855654 · The Waldorf School of Garden City PY 2024 · Money Purchase

Waldorf School of Garden City Defined Contribution Plan · $7M · 76 · 47th

  • EOY $7M
  • EOY 76
  • EOY 47th
  • EOY Money Purchase
  • EOY near Self-Help, Inc. Pension Plan
  • EOY ind #1123

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 →

Waldorf School of Garden City Defined Contribution Plan in the asset neighbourhood

The West Oakland Health Council Retirement Savings PlanThe West Oakland Health Coun…$7MCraig Enterprises. Inc. Amended Restated Pension Plan and TrustCraig Enterprises. Inc. Amen…$7MWaldorf School of Garden City Defined Contribution PlanWaldorf School of Garden Cit…$7MSelf-Help, Inc. Pension Plan$7MNewton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$6M
End-of-year total assets ($M) among Waldorf School of Garden City Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

The Waldorf School of Garden City multi-year asset trail

Sponsor-wide plan assets over time

All The Waldorf School of Garden City plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.893215633308184% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.56M $6.55M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 59 $6M
2023 1 70 $6M
2024 1 76 $7M

The Waldorf School of Garden City filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$447K
Employer EIN111855654
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Waldorf School of Garden City Defined Contribution Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Waldorf School of Garden City Defined Contribution Plan, Total assets ($B): 0.006549132 · Participants: 76Waldorf School of Garden City Defined Contribution PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Waldorf School of Garden City Defined Contribution Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Waldorf School of Garden City Defined Contribution Plan side-by-side with 3 peers →

Waldorf School of Garden City Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Self-Help, Inc. Pension Plan in MA ($7M); by covered participants it is Resources for the Future, Inc. 401(a) Retirement in DC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Waldorf School of Garden City Defined Contribution Plan assets move in 2024? ▼
Waldorf School of Garden City Defined Contribution Plan grew at a solid clip - up 7.3% during 2024, from $6M to $7M. Reported net income was $447K.
How have The Waldorf School of Garden City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Waldorf School of Garden City's sponsor-wide assets grew 17.9%, from $6M to $7M.
Which Money Purchase plans are similar in size to Waldorf School of Garden City Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Self-Help, Inc. Pension Plan in MA ($7M, 240 participants).
Which Money Purchase plans cover a similar participant headcount to Waldorf School of Garden City Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Resources for the Future, Inc. 401(a) Retirement in DC (76 participants, $40M 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 111855654.

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.