How big is The Brooklyn Waldorf School's plan?

The Brooklyn Waldorf School's plan reported $713K in assets and 35 participants for 2024.

Original filing (PDF)20260319143412NAL0004256993001

The Brooklyn Waldorf School

Name: The Brooklyn Waldorf School — The Brooklyn Waldorf, Form 5500 (2024)
Creator: The Brooklyn Waldorf School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Brooklyn Waldorf School 403(b) Retirement Plan

403(b) retirement plan · The Brooklyn Waldorf School's The Brooklyn Waldorf School 403(b) Retirement Plan held $713K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

People on this filing

Bekka Podgorski signed The Brooklyn Waldorf School's 2024 Form 5500 as plan administrator.

Bekka Podgorski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Brooklyn Waldorf School's EIN is 80-0329417.

EIN 80-0329417

Plan number 002

Plan year 2024

ACK ID 20260319143412NAL0004256993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Brooklyn Waldorf School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Brooklyn Waldorf School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BROOKLYN WALDORF SCHOOL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

THE BROOKLYN WALDORF SCHOOL

EIN

all filings

Address

11 JEFFERSON AVENUE · BROOKLYN, NY · 11238

Phone

(718) 783-3270

Industry

Educational Services

Plan administrator