Other · DOL Form 5500 · 2022

The Winston Preparatory School Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
273
Participants Below avg headcount
82nd
Percentile by assets National rank
$102,616
Avg per participant Below avg balance/head
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Official DOL plan name: The Winston Preparatory School 403(b) DC Plan · Sponsored by The Winston Preparatory School · New York · Educational Services

$28M in assets, 273 participants

The Winston Preparatory School's The Winston Preparatory School 403(b) DC Plan reported $28M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,717 in Educational Services (4,024 peers)

Coverage in New York

The Winston Preparatory School 403(b) DC Plan covers 273 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $28M.

#2,717
in Educational Services (4,024 peers)
-10.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Winston Preparatory School 403(b) DC Plan's outsized position by total assets

The Winston Preparatory School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,014,086 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Winston Preparatory School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Winston Preparatory School 403(b) DC Plan sits mid-pack in the medium band (273 participants).

Form 5500 schedule snapshot

Filing strip 133085860 · The Winston Preparatory School PY 2022 · Other

The Winston Preparatory School 403(b) DC Plan · $28M · 273 · 82nd

  • PHOTO $28M
  • IND 273
  • EOY 82nd
  • 5500 Other
  • ASSETS near 403(b) Thrift Plan for Employees of Walker Art Center
  • PCT ind #2717

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 →

The Winston Preparatory School 403(b) DC Plan in the asset neighbourhood

Lexington Health Inc. 403(b) Retirement PlanLexington Health Inc. 403(b)…$28MThe Winston Preparatory School 403(b) DC PlanThe Winston Preparatory Scho…$28M403(b) Thrift Plan for Employees of Walker Art Center403(b) Thrift Plan for Emplo…$28MMount Vernon Ladies' Association of the Union 403(b) PlanMount Vernon Ladies' Associa…$28MLagrange College Retirement PlanLagrange College Retirement …$28M
End-of-year total assets ($M) among The Winston Preparatory School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN133085860
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Winston Preparatory School)

Sponsor-wide plan assets over time

All The Winston Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.488930176055% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28M $38.8M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 273 $28M
2023 1 190 $34M
2024 1 195 $39M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Winston Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Winston Preparatory School 403(b) DC Plan, Total assets ($B): 0.028014086 · Participants: 273The Winston Preparatory School 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
The Winston Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Winston Preparatory School 403(b) DC Plan side-by-side with 3 peers →

The Winston Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan for Employees of Walker Art Center in MN ($28M); by covered participants it is Roessler Chadwick Foundation Dba Chadwick School Retirement Plan in CA (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Winston Preparatory School 403(b) DC Plan assets move in 2022? ▼
The Winston Preparatory School 403(b) DC Plan pulled back noticeably - down 10.5% during 2022, from $31M to $28M. Reported net income was -$3M.
How have The Winston Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Winston Preparatory School's sponsor-wide assets grew 38.5%, from $28M to $39M.
Where does The Winston Preparatory School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Winston Preparatory School 403(b) DC Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Winston Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Walker Art Center in MN ($28M, 133 participants).
Which Other plans cover a similar participant headcount to The Winston Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Roessler Chadwick Foundation Dba Chadwick School Retirement Plan in CA (273 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133085860.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.