401(k) · DOL Form 5500 · 2022
Success Academy Charter Schools 401(k) Plan
Data updated 2026-08-11
- $100M
- Total assets
- 2,923
- Participants
- 93rd
- Percentile by assets
- $34,077
- Avg per participant
Official DOL plan name: Success Academy Charter Schools Retirement Plan · Sponsored by Success Academy Charter Schools · New York · Educational Services
$100M in assets, 2,923 participants
Success Academy Charter Schools's Success Academy Charter Schools Retirement Plan reported $100M in total assets and 2,923 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #3,501 in Educational Services (4,024 peers)
Coverage in New York
Success Academy Charter Schools Retirement Plan covers 2,923 participants in New York, 3.7x the typical New York plan (state average ~798 per filing). Assets: $100M.
- $100M
- total plan assets (2022 EOY)
- 2,923
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $34,077
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Success Academy Charter Schools Retirement Plan reports 2,923 participants - 3.7x that state average ($100M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $17M |
| Employer EIN | 205298861 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Success Academy Charter Schools)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,923 | $100M |
| 2023 | 1 | 3,087 | $119M |
| 2024 | 1 | 2,358 | $135M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Success Academy Charter Schools Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Success Academy Charter Schools Retirement Plan by total assets, not by location.
- Grand Canyon University Employees 401(k) Plan (AZ) $100M · 6,779
- Titan International, Inc. Employees' Retirement Savings Plan (IL) $100M · 1,246
- Fender Musical Instruments 401(k) Plan (AZ) $100M · 1,511
- Flexera Software LLC 401(k) Plan (IL) $100M · 524
Frequently Asked Questions
How did Success Academy Charter Schools Retirement Plan assets move in 2022? ▼
How have Success Academy Charter Schools plan assets changed over time? ▼
Where does Success Academy Charter Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Success Academy Charter Schools Retirement Plan? ▼
Next read for Success Academy Charter Schools Retireme…
Filing takeaways
Ways to act on Success Academy Charter Schools Retirement Plan's numbers.
- By total assets, Success Academy Charter Schools Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Success Academy Charter Schools's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Educational Services plans