Back to filter
Original filing (PDF)20250401135755NAL0007022433001
ALL SOULS SCHOOL
Form 5500-SF
FILING_RECEIVED
ALL SOULS SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
20
Accounts w/ balance
52
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL SOULS SCHOOL.
Plan sponsor
Name
ALL SOULS SCHOOL
EIN
13-2539267
Address
1157 LEXINGTON AVENUE · NEW YORK, NY · 10075
Phone
(212) 861-5232
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-04-01
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
STRIDE LEARNING CENTER
STRIDE LEARNING CENTER 401(K) PLAN
$11.7M · 77 participants
EMERITUS INSTITUTE OF MANAGEMENT, INC.
EMERITUS INSTITUTE OF MANAGEMENT, INC. RETIREMENT PLAN
$11.7M · 138 participants
NATIONAL 4-H COUNCIL
NATIONAL 4-H COUNCIL EMPLOYEES RETIREMENT PLAN
$11.7M · 12 participants
THE BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN, INC
THE BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN, INC. 403(B) PLAN
$11.7M · 382 participants
SHERMAN COLLEGE OF STRAIGHT CHIROPRACTIC
SHERMAN COLLEGE OF STRAIGHT CHIROPRACTIC
$11.7M · 101 participants
IDAHO COLLEGE OF OSTEOPATHIC MEDICINE, LLC
IDAHO COLLEGE OF OSTEOPATHIC MEDICINE 401(K) PROFIT SHARING PLAN
$11.7M · 171 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B