401(k) · DOL Form 5500 · 2022

The Williamsburg Charter High School 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
131
Participants Small participant base
45th
Percentile by assets National rank
$29,826
Avg per participant Low balance/head
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Official DOL plan name: The Williamsburg Charter High School 403(b) Plan · Sponsored by The Williamsburg Charter High School · New York · Educational Services

$4M in assets, 131 participants

The Williamsburg Charter High School's The Williamsburg Charter High School 403(b) Plan reported $4M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,268 in Educational Services (4,024 peers)

Coverage in New York

The Williamsburg Charter High School 403(b) Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $4M.

#1,268
in Educational Services (4,024 peers)
-7.6%
assets change YoY

The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Williamsburg Charter High School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

The Williamsburg Charter High School 403(b) Plan vs every filed plan by assets

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

$3,907,221 45th percentile higher than 45% 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

The Williamsburg Charter High 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. The Williamsburg Charter High School 403(b) Plan sits mid-pack in the medium band (131 participants).

EBSA filing schedule strip

Filing strip 421624009 · The Williamsburg Charter High School PY 2022 · 401(k)

The Williamsburg Charter High School 403(b) Plan · $4M · 131 · 45th

  • ASSETS $4M
  • PCT 131
  • EIN 45th
  • RANK 401(k)
  • PHOTO near The Paper Tigers, Inc. Profit Sharing Plan
  • IND ind #1268

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 →

The Williamsburg Charter High School 403(b) Plan in the asset neighbourhood

The Williamsburg Charter High School 403(b) PlanThe Williamsburg Charter Hig…$4MThe Paper Tigers, Inc. Profit Sharing PlanThe Paper Tigers, Inc. Profi…$4MGordon Fishburn & Major 401(k) Salary Reduction Plan and TrustGordon Fishburn & Major 401(…$4MAdvanced Productivity Services, Inc. 401(k) Profit Sharing PlanAdvanced Productivity Servic…$4MRalph Franklin & Son Logging 401(k) Profit Sharing PlanRalph Franklin & Son Logging…$4M
End-of-year total assets ($M) among The Williamsburg Charter High School 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$323K
Employer EIN421624009
Plan Effective Date2006-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Williamsburg Charter High School)

Sponsor-wide plan assets over time

All The Williamsburg Charter High School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.436079505100942% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.91M $4.74M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 131 $4M
2023 1 129 $5M
2024 1 138 $5M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Williamsburg Charter High School 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Williamsburg Charter High School 403(b) Plan, Total assets ($B): 0.003907221 · Participants: 131The Williamsburg Charter High School 403(b) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Williamsburg Charter High School 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Williamsburg Charter High School 403(b) Plan side-by-side with 3 peers →

The Williamsburg Charter High School 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Paper Tigers, Inc. Profit Sharing Plan in IL ($4M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 The Williamsburg Charter High School 403(b) Plan assets move in 2022? ▼
The Williamsburg Charter High School 403(b) Plan pulled back noticeably - down 7.6% during 2022, from $4M to $4M. Reported net income was -$323K.
How have The Williamsburg Charter High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Williamsburg Charter High School's sponsor-wide assets grew 21.4%, from $4M to $5M.
Which 401(k) plans are similar in size to The Williamsburg Charter High School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Paper Tigers, Inc. Profit Sharing Plan in IL ($4M, 69 participants).
Which 401(k) plans cover a similar participant headcount to The Williamsburg Charter High School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 421624009.

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.