Back to filter
Original filing (PDF)20250915064104NAL0000549667001
HENRY JOHNSON CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
HENRY JOHNSON CHARTER SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
76
Accounts w/ balance
35
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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 HENRY JOHNSON CHARTER SCHOOL.
Plan sponsor
Name
HENRY JOHNSON CHARTER SCHOOL
EIN
20-5312786
Address
30 WATERVLIET AVENUE · ALBANY, NY · 12206
Phone
(518) 432-4300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
ANNA JULIA COOPER EPISCOPAL SCHOOL
ANNA JULIA COOPER EPISCOPAL SCHOOL 401(K) PLAN
$1.5M · 42 participants
ASSOCIATION FOR CHRISTIAN INSTRUCTION, DBA, HIGHLAND CHRISTIAN SCHOOL
HIGHLAND CHRISTIAN SCHOOL EMPLOYEE RETIREMENT PLAN
$1.5M · 108 participants
ZION CHRISTIAN SCHOOL
ZION CHRISTIAN SCHOOL 403(B) DC PLAN
$1.5M · 30 participants
SPRING INSTITUTE FOR INTERCULTURAL LEARNING
403(B) THRIFT PLAN FOR EMPLOYEES OF SPRING INSTITUTE FOR INTERCULTURAL LEARNING
$1.5M · 36 participants
DAYSPRING CHRISTIAN ACADEMY
DAYSPRING CHRISTIAN ACADEMY 403(B) PLAN
$1.5M · 87 participants
CLIMB WYOMING
CLIMB WYOMING 403(B) PLAN
$1.5M · 32 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