Other · DOL Form 5500 · 2022
Ums-Wright Preparatory School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $119,017
- Avg per participant Near avg balance/head
Official DOL plan name: Ums-Wright Preparatory School 403(b) Plan · Sponsored by Ums-Wright Preparatory School · Alabama · Educational Services
$21M in assets, 173 participants
Ums-Wright Preparatory School's Ums-Wright Preparatory School 403(b) Plan reported $21M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #2,482 in Educational Services (4,024 peers)
Coverage in Alabama
Ums-Wright Preparatory School 403(b) Plan covers 173 participants in Alabama, about 48% of the average Alabama filer (state average ~360 per filing). Assets: $21M.
- #2,482
- in Educational Services (4,024 peers)
- -13.3%
- assets change YoY
- 0.2×
- 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.
Ums-Wright Preparatory School 403(b) Plan's outsized position by total assets
Ums-Wright Preparatory School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,589,896 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ums-Wright Preparatory School 403(b) 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. Ums-Wright Preparatory School 403(b) Plan sits mid-pack in the medium band (173 participants).
Published 5500 schedule card
Filing strip 630310782 · Ums-Wright Preparatory School PY 2022 · Other
Ums-Wright Preparatory School 403(b) Plan · $21M · 173 · 78th
- NET $21M
- NET 173
- NET 78th
- NET Other
- NET near St. George's Independent School 403(b) Retirement Plan
- NET ind #2482
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 Alabama →
Ums-Wright Preparatory School 403(b) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$3M |
| Employer EIN | 630310782 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ums-Wright Preparatory School)
Sponsor-wide plan assets over time
All Ums-Wright Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 32.18807418939853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $21M |
| 2023 | 1 | 176 | $24M |
| 2024 | 1 | 188 | $27M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
Ums-Wright Preparatory School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is St. George's Independent School 403(b) Retirement Plan in TN ($21M); by covered participants it is Canyonlands Community Health Care 403(b) Plan in AZ (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Canyonlands Community Health Care 403(b) Plan (AZ) 173 · 0 off
- Zoological Society of Pittsburgh 403(b) Plan (PA) 173 · 0 off
- Jewish Community Board of Akron, Inc. 403(b) Plan (OH) 173 · 0 off
- Community Health Service Agency 403(b) Plan (TX) 173 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.