401(k) · DOL Form 5500 · 2024
Equality Charter School 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $79,831
- Avg per participant Below avg balance/head
Official DOL plan name: Equality Charter School 401(k) Retirement Plan · Sponsored by Equality Charter School · New York · Educational Services
$11M in assets, 132 participants
Equality Charter School's Equality Charter School 401(k) Retirement Plan reported $11M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #1,440 in Educational Services (3,638 peers)
Coverage in New York
Equality Charter School 401(k) Retirement Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $11M.
- #1,440
- in Educational Services (3,638 peers)
- +21.5%
- assets growth YoY
Equality Charter School 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Equality Charter School 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,537,679 Top 43% higher than 57% 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
Equality Charter School 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. Equality Charter School 401(k) Retirement Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equality Charter School 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Equality Charter School 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 800338050 · Equality Charter School PY 2024 · 401(k)
Equality Charter School 401(k) Retirement Plan · $11M · 132 · 57th
- ASSETS $11M
- ASSETS 132
- ASSETS 57th
- ASSETS 401(k)
- ASSETS near Din Tai Fung Retirement Plan
- ASSETS ind #1440
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 →
Equality Charter School 401(k) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 800338050 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equality Charter School)
Sponsor-wide plan assets over time
All Equality Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 47.01843994982972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $7M |
| 2023 | 1 | 132 | $9M |
| 2024 | 1 | 132 | $11M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Equality Charter School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Din Tai Fung Retirement Plan in CA ($11M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Din Tai Fung Retirement Plan (CA) $11M · 3,873
- Midwest Drywall Co., Inc. 401(k) Profit Sharing Plan (KS) $11M · 263
- Johnstone Supply Savings Plan (LA) $11M · 171
- Service Energy, LLC Combined Profit Sharing Plan (DE) $11M · 256
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Oiwk 401(k) Profit Sharing Plan (KY) 132 · 0 off
- Tbc 401(k) Plan (TX) 132 · 0 off
- Cimco Refrigeration, Inc. 401(k) Plan (AL) 132 · 0 off
- Royce Geospatial Consultants 401(k) (VA) 132 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.