Other · DOL Form 5500 · 2022

Poly Prep Country Day School Retirement Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
270
Participants Below avg headcount
92nd
Percentile by assets National rank
$323,157
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Poly Prep Country Day School Defined Contribution Plan · Sponsored by Poly Prep Country Day School · New York · Educational Services

$87M in assets, 270 participants

Poly Prep Country Day School's Poly Prep Country Day School Defined Contribution Plan reported $87M in total assets and 270 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,444 in Educational Services (4,024 peers)

Coverage in New York

Poly Prep Country Day School Defined Contribution Plan covers 270 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $87M.

#3,444
in Educational Services (4,024 peers)
-10.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Poly Prep Country Day School Defined Contribution Plan's outsized position by total assets

Poly Prep Country Day School Defined Contribution Plan vs every filed plan by assets

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

$87,252,369 Top 8% higher than 92% 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

Poly Prep Country Day School Defined Contribution 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. Poly Prep Country Day School Defined Contribution Plan sits mid-pack in the medium band (270 participants).

Form 5500 schedule snapshot

Filing strip 111630821 · Poly Prep Country Day School PY 2022 · Other

Poly Prep Country Day School Defined Contribution Plan · $87M · 270 · 92nd

  • PHOTO $87M
  • PHOTO 270
  • PHOTO 92nd
  • PHOTO Other
  • PHOTO near The University of Scranton Mandatory Tax Deferred Annuity Plan
  • PHOTO ind #3444

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 →

Poly Prep Country Day School Defined Contribution Plan in the asset neighbourhood

Poly Prep Country Day School Defined Contribution PlanPoly Prep Country Day School…$87MThe University of Scranton Mandatory Tax Deferred Annuity PlanThe University of Scranton M…$87MHillel the Foundation for Jewish Campus Life 403(b) DC-TdaHillel the Foundation for Je…$87MBirmingham Southern College Defined Contribution and Tax Deferred Annuity PlanBirmingham Southern College …$87MAugustana College Retirement PlanAugustana College Retirement…$87M
End-of-year total assets ($M) among Poly Prep Country Day School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

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

Sponsor Plan History (Poly Prep Country Day School)

Sponsor-wide plan assets over time

All Poly Prep Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$103M 18.07773723599413% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $87.3M $103M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 270 $87M
2023 1 266 $95M
2024 1 297 $103M

Nearby Other Plans in New York

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

Poly Prep Country Day School Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Poly Prep Country Day School Defined Contribution Plan, Total assets ($B): 0.087252369 · Participants: 270Poly Prep Country Day School Defined Contribution 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
Poly Prep Country Day School Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare Poly Prep Country Day School Defined Contribution Plan side-by-side with 3 peers →

Poly Prep Country Day School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The University of Scranton Mandatory Tax Deferred Annuity Plan in PA ($87M); by covered participants it is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Poly Prep Country Day School Defined Contribution Plan assets move in 2022? ▼
Poly Prep Country Day School Defined Contribution Plan pulled back noticeably - down 10.7% during 2022, from $98M to $87M. Reported net income was -$10M.
How have Poly Prep Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poly Prep Country Day School's sponsor-wide assets grew 18.1%, from $87M to $103M.
Where does Poly Prep Country Day School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Poly Prep Country Day School Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Poly Prep Country Day School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The University of Scranton Mandatory Tax Deferred Annuity Plan in PA ($87M, 622 participants).
Which Other plans cover a similar participant headcount to Poly Prep Country Day School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (270 participants, $19M 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 111630821.

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.