Other · DOL Form 5500 · 2022

Prep for Prep Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
52
Participants Small participant base
68th
Percentile by assets National rank
$222,093
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Prep for Prep 403 (B) DC Plan · Sponsored by Prep for Prep · New York · Educational Services

$12M in assets, 52 participants

Prep for Prep's Prep for Prep 403 (B) DC Plan reported $12M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,013 in Educational Services (4,024 peers)

Prep for Prep multi-year trail

Prep for Prep's plans moved +32.2% in assets from 2022 to 2024; this filing shows Prep for Prep 403 (B) DC Plan at $12M / 52 participants.

#2,013
in Educational Services (4,024 peers)
-18.7%
assets change YoY

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.

Prep for Prep 403 (B) DC Plan's outsized position by total assets

Prep for Prep 403 (B) DC Plan vs every filed plan by assets

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

$11,548,848 Top 32% higher than 68% 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

Prep for Prep 403 (B) DC Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prep for Prep 403 (B) DC Plan is a small filing (52 participants) on this national headcount ladder.

DOL schedule card

Filing strip 132613383 · Prep for Prep PY 2022 · Other

Prep for Prep 403 (B) DC Plan · $12M · 52 · 68th

  • EOY $12M
  • EOY 52
  • EOY 68th
  • EOY Other
  • EOY near Qsource 403(b) Plan
  • EOY ind #2013

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 →

Prep for Prep 403 (B) DC Plan in the asset neighbourhood

Calais Community Hospital Tax Sheltered Annuity PlanCalais Community Hospital Ta…$12MPrep for Prep 403 (B) DC Plan$12MQsource 403(b) Plan$12MPennsylvania Academy of the Fine Arts Defined Contribution Retirement PlanPennsylvania Academy of the …$12MLake Forest Graduate School of Management Retirement Savings PlanLake Forest Graduate School …$12M
End-of-year total assets ($M) among Prep for Prep 403 (B) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Prep for Prep multi-year asset trail

Sponsor-wide plan assets over time

All Prep for Prep plans reported in each filing year

Latest sponsor-wide plan assets
$15M 32.220114075447185% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.3M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 52 $12M
2023 1 60 $13M
2024 1 62 $15M

Prep for Prep filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN132613383
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Prep for Prep 403 (B) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Prep for Prep 403 (B) DC Plan, Total assets ($B): 0.011548848 · Participants: 52Prep for Prep 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
Prep for Prep 403 (B) DC Plan vs. nearby Other plans in New York, assets vs. participants

Prep for Prep 403 (B) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Qsource 403(b) Plan in TN ($12M); by covered participants it is United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan in PA (52 participants). Same-state nearby plans are listed separately above.

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 Prep for Prep 403 (B) DC Plan assets move in 2022?
Prep for Prep 403 (B) DC Plan declined sharply - down 18.7% during 2022, from $14M to $12M. Reported net income was -$3M.
How have Prep for Prep plan assets changed over time?
Across 3 plan years on file (2022-2024), Prep for Prep's sponsor-wide assets grew 32.2%, from $12M to $15M.
Which Other plans are similar in size to Prep for Prep 403 (B) DC Plan?
Among Other plans in other states, the closest by assets is Qsource 403(b) Plan in TN ($12M, 75 participants).
Which Other plans cover a similar participant headcount to Prep for Prep 403 (B) DC Plan?
Among Other plans in other states, the closest by covered participants is United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan in PA (52 participants, $11M in assets).