Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Poly Prep Country Day School Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Poly Prep Country Day School · New York · Educational Services

What the 2023 filing shows

Poly Prep Country Day School Defined Contribution Plan holds $87M for 270 participants — about $323,157 per participant, down 10.7% over the 2022 plan year.

$87M
total plan assets (2022 EOY)
270
covered participants
$323,157
avg assets per participant
-10.7%
assets change YoY

The plan reported a net loss of $10M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$87M
Participants
270
State
Industry
Educational Services

What the Filing Says About Poly Prep Country Day School Defined Contribution Plan

Poly Prep Country Day School Defined Contribution Plan is a Profit Sharing retirement plan sponsored by Poly Prep Country Day School, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 270 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 111630821, and the plan has been effective since 1921-02-09. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $98M at the beginning of 2022 to $87M at year-end — a decline of 10.7%. Net assets (after liabilities) closed the year at $87M, with reported net income of $-10,449,871 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$98M
Total Assets (End of Year)$87M
Net Assets (End of Year)$87M
Net Income$-10,449,871
Plan TypeProfit Sharing
Employer EIN111630821
Plan Effective Date1921-02-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Poly Prep Country Day School)

Year Plans Participants Total Assets
2022 1 270 $87M
2023 1 266 $95M
2024 1 297 $103M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the Poly Prep Country Day School Defined Contribution Plan?
As of the 2022 Form 5500 filing, Poly Prep Country Day School Defined Contribution Plan holds $87M in total assets with 270 participants. It is sponsored by Poly Prep Country Day School.
What type of plan is Poly Prep Country Day School Defined Contribution Plan?
Poly Prep Country Day School Defined Contribution Plan is a Profit Sharing plan. It has been effective since 1921-02-09. The plan is filed with the U.S. Department of Labor under EIN 111630821.
Who sponsors the Poly Prep Country Day School Defined Contribution Plan?
Poly Prep Country Day School Defined Contribution Plan is sponsored by Poly Prep Country Day School, located in New York. The sponsor's EIN is 111630821 and the plan operates in the Educational Services industry.
How did Poly Prep Country Day School Defined Contribution Plan perform in 2022?
Poly Prep Country Day School Defined Contribution Plan declined by 10.7% during 2022, moving from $98M to $87M in total assets. Net income was $-10,449,871.
Where can I find official filings for Poly Prep Country Day School Defined Contribution Plan?
Official Form 5500 filings for Poly Prep Country Day School Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 111630821 or plan name at efast.dol.gov.
How does Poly Prep Country Day School Defined Contribution Plan compare to other plans?
You can compare Poly Prep Country Day School Defined Contribution Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 111630821.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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