401(k) · DOL Form 5500 · 2022

Success Academy Charter Schools 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
2,923
Participants Above avg headcount
93rd
Percentile by assets National rank
$34,077
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,501
in Educational Services (4,024 peers)
+20.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Success Academy Charter Schools Retirement Plan's outsized position by total assets

Success Academy Charter Schools Retirement Plan vs every filed plan by assets

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

$99,607,178 Top 7% higher than 93% 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

Success Academy Charter Schools Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Success Academy Charter Schools Retirement Plan lands in the large band (2,923 participants).

Form 5500 schedule snapshot

Filing strip 205298861 · Success Academy Charter Schools PY 2022 · 401(k)

Success Academy Charter Schools Retirement Plan · $100M · 2,923 · 93rd

  • PCT $100M
  • PCT 2,923
  • PCT 93rd
  • PCT 401(k)
  • PCT near Grand Canyon University Employees 401(k) Plan
  • PCT ind #3501

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 →

Success Academy Charter Schools Retirement Plan in the asset neighbourhood

Flexera Software LLC 401(k) PlanFlexera Software LLC 401(k) …$100MSuccess Academy Charter Schools Retirement PlanSuccess Academy Charter Scho…$100MGrand Canyon University Employees 401(k) PlanGrand Canyon University Empl…$100MTitan International, Inc. Employees' Retirement Savings PlanTitan International, Inc. Em…$100MFender Musical Instruments 401(k) PlanFender Musical Instruments 4…$100M
End-of-year total assets ($M) among Success Academy Charter Schools Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$100M
Net Income$17M
Employer EIN205298861
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Success Academy Charter Schools)

Sponsor-wide plan assets over time

All Success Academy Charter Schools plans reported in each filing year

Latest sponsor-wide plan assets
$135M 35.29481580132709% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $99.6M $135M ▲ +35.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Success Academy Charter Schools Retirement Plan, Total assets ($B): 0.099607178 · Participants: 2923Success Academy Charter Schools Retirement 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
Success Academy Charter Schools Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Success Academy Charter Schools Retirement Plan side-by-side with 3 peers →

Success Academy Charter Schools Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Grand Canyon University Employees 401(k) Plan in AZ ($100M); by covered participants it is Coinbase. Inc. Retirement Trust in CA (2,923 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,923 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 Success Academy Charter Schools Retirement Plan assets move in 2022? ▼
Success Academy Charter Schools Retirement Plan grew sharply - up 20.3% during 2022, from $83M to $100M. Reported net income was $17M.
How have Success Academy Charter Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Success Academy Charter Schools's sponsor-wide assets grew 35.3%, from $100M to $135M.
Where does Success Academy Charter Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Success Academy Charter Schools Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Success Academy Charter Schools Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Canyon University Employees 401(k) Plan in AZ ($100M, 6,779 participants).
Which 401(k) plans cover a similar participant headcount to Success Academy Charter Schools Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coinbase. Inc. Retirement Trust in CA (2,923 participants, $158M 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 205298861.

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.