401(k) · DOL Form 5500 · 2023

College Board 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
84
Participants Small participant base
64th
Percentile by assets National rank
$156,773
Avg per participant Above avg balance/head
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Official DOL plan name: College Entrance Examination Board Retirement Plan for Puerto Rico Employees · Sponsored by College Board · New York · Educational Services

$13M in assets, 84 participants

College Board's College Entrance Examination Board Retirement Plan for Puerto Rico Employees reported $13M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,758 in Educational Services (3,735 peers)

College Board multi-year trail

College Board's plans moved +33.6% in assets from 2022 to 2024; this filing shows College Entrance Examination Board Retirement Plan for Puerto Rico Employees at $13M / 84 participants.

#1,758
in Educational Services (3,735 peers)
+12.2%
assets growth YoY

College Entrance Examination Board Retirement Plan for Puerto Rico Employees's mid-pack asset rank among Educational Services and all filers

College Entrance Examination Board Retirement Plan for Puerto Rico Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,168,949 Top 36% higher than 64% of 127,068 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 2023

College Entrance Examination Board Retirement Plan for Puerto Rico Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. College Entrance Examination Board Retirement Plan for Puerto Rico Employees is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • College Entrance Examination Board Retirement Plan for Puerto Rico Employees reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • College Entrance Examination Board Retirement Plan for Puerto Rico Employees end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • College Entrance Examination Board Retirement Plan for Puerto Rico Employees reported participants rose from 78 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131623965 · College Board PY 2023 · 401(k)

College Entrance Examination Board Retirement Plan for Puerto Rico Employees · $13M · 84 · 64th

  • BOOK $13M
  • VS-ST 84
  • BOY 64th
  • SCH 401(k)
  • EBSA near Medford Wellington, Inc. 401(k) and Profit Sharing Plan
  • PART ind #1758

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 →

College Entrance Examination Board Retirement Plan for Puerto Rico Employees in the asset neighbourhood

College Entrance Examination Board Retirement Plan for Puerto Rico EmployeesCollege Entrance Examination…$13MMedford Wellington, Inc. 401(k) and Profit Sharing PlanMedford Wellington, Inc. 401…$13MJames H Van Epps 401(k)Profit Sharing PlanJames H Van Epps 401(k)Profi…$13MCapstan Incorporated Tax Favored Savings & Investment PlanCapstan Incorporated Tax Fav…$13MTexas Institute for Surgery, LLP 401(k) PlanTexas Institute for Surgery,…$13M
End-of-year total assets ($M) among College Entrance Examination Board Retirement Plan for Puerto Rico Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

College Board multi-year asset trail

Sponsor-wide plan assets over time

All College Board plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 33.6481713357233% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.87B $1.16B ▲ +33.3%
Year Plans Participants Total Assets
2022 3 2,332 $870M
2023 3 2,648 $1.0B
2024 3 2,723 $1.2B

College Board filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN131623965
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

College Entrance Examination Board Retirement Plan for Puerto Rico Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants College Entrance Examination Board Retirement Plan for Puerto Rico Employees, Total assets ($B): 0.013168949 · Participants: 84College Entrance Examination Board Retirement Plan for Puerto Rico EmployeesIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
College Entrance Examination Board Retirement Plan for Puerto Rico Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare College Entrance Examination Board Retirement Plan for Puerto Rico Employees side-by-side with 3 peers →

College Entrance Examination Board Retirement Plan for Puerto Rico Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Medford Wellington, Inc. 401(k) and Profit Sharing Plan in MA ($13M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did College Entrance Examination Board Retirement Plan for Puerto Rico Employees assets move in 2023? ▼
College Entrance Examination Board Retirement Plan for Puerto Rico Employees grew at a solid clip - up 12.2% during 2023, from $12M to $13M. Reported net income was $1M.
How have College Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), College Board's sponsor-wide assets grew 33.6%, from $870M to $1.2B.
Which 401(k) plans are similar in size to College Entrance Examination Board Retirement Plan for Puerto Rico Employees? ▼
Among 401(k) plans in other states, the closest by assets is Medford Wellington, Inc. 401(k) and Profit Sharing Plan in MA ($13M, 127 participants).
Which 401(k) plans cover a similar participant headcount to College Entrance Examination Board Retirement Plan for Puerto Rico Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131623965.

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.