401(k) · DOL Form 5500 · 2024

Uncommon Schools, Inc. 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
1,667
Participants
90th
Percentile by assets
$58,926
Avg per participant
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Official DOL plan name: Uncommon Schools, Inc. 403(b) Plan · Sponsored by Uncommon Schools, Inc. · New York · Educational Services

$98M in assets, 1,667 participants

Uncommon Schools, Inc.'s Uncommon Schools, Inc. 403(b) Plan reported $98M in total assets and 1,667 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 123,622 plans)
  • #3,016 in Educational Services (3,638 peers)

Coverage in New York

Uncommon Schools, Inc. 403(b) Plan covers 1,667 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $98M.

$98M
total plan assets (2024 EOY)
1,667
covered participants
90th
percentile by assets (of 123,622 plans)
$58,926
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uncommon Schools, Inc. 403(b) Plan end-of-year assets rose from $85M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Uncommon Schools, Inc. 403(b) Plan reported participants fell from 1,713 in the plan year 2023 filing to 1,667 in the plan year 2024 filing.
  • Uncommon Schools, Inc. 403(b) Plan reported net income fell from $13M in the plan year 2023 filing to $13M 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. Uncommon Schools, Inc. 403(b) Plan reports 1,667 participants - 2.1x that state average ($98M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$98M
Net Income$13M
Employer EIN311488698
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uncommon Schools, Inc.)

$60M$70M$80M$90M$100M$110M 202220232024 $71.5M $98.2M ▲ +37.5%
Total plan assets by year, all Uncommon Schools, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,537 $71M
2023 1 1,713 $85M
2024 1 1,667 $98M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uncommon Schools, Inc. 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Uncommon Schools, Inc. 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Uncommon Schools, In…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Uncommon Schools, Inc. 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Uncommon Schools, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Uncommon Schools, Inc. 403(b) Plan assets move in 2024?
Uncommon Schools, Inc. 403(b) Plan grew sharply - up 15.7% during 2024, from $85M to $98M. Reported net income was $13M.
How have Uncommon Schools, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Uncommon Schools, Inc.'s sponsor-wide assets grew 37.5%, from $71M to $98M.
Where does Uncommon Schools, Inc. 403(b) Plan rank by assets among Form 5500 filers?
Uncommon Schools, Inc. 403(b) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Uncommon Schools, Inc. 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Albireo Energy, LLC 401(k) Plan in NJ ($98M, 1,055 participants).

Next read for Uncommon Schools, Inc. 403(b) Plan

Filing takeaways

Ways to act on Uncommon Schools, Inc. 403(b) Plan's numbers.