401(k)
2022 plan-year 401(k) DOL Form 5500

UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST

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

UNIVERSITY PREPARATORY ACADEMY

This 401(k) plan holds $31M in total assets and serves 181 participants as of 2022. It is sponsored by UNIVERSITY PREPARATORY ACADEMY in Washington. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$31M
Participants
181
State
Industry
Educational Services

What the Filing Says About UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST

UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST is a 401(k) retirement plan sponsored by UNIVERSITY PREPARATORY ACADEMY, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 181 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 910974344, and the plan has been effective since 1984-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2022 to $31M at year-end — a decline of 13.1%. Net assets (after liabilities) closed the year at $31M, with reported net income of $-4,693,788 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)$36M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$-4,693,788
Plan Type401(k)
Employer EIN910974344
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY PREPARATORY ACADEMY)

Year Plans Participants Total Assets
2022 1 181 $31M
2023 1 170 $35M
2024 1 151 $40M

Nearby 401(k) Plans in Washington

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Frequently Asked Questions

How much money is in the UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST?
As of the 2022 Form 5500 filing, UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST holds $31M in total assets with 181 participants. It is sponsored by UNIVERSITY PREPARATORY ACADEMY.
What type of plan is UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST?
UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST is a 401(k) plan. It has been effective since 1984-07-01. The plan is filed with the U.S. Department of Labor under EIN 910974344.
Who sponsors the UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST?
UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST is sponsored by UNIVERSITY PREPARATORY ACADEMY, located in Washington. The sponsor's EIN is 910974344 and the plan operates in the Educational Services industry.
How did UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST perform in 2022?
UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST declined by 13.1% during 2022, moving from $36M to $31M in total assets. Net income was $-4,693,788.
Where can I find official filings for UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST?
Official Form 5500 filings for UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910974344 or plan name at efast.dol.gov.
How does UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST compare to other plans?
You can compare UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in Washington 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 910974344.

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 official public datasets. See our methodology for details.