Other · DOL Form 5500 · 2023

The Winston Preparatory School Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
190
Participants Below avg headcount
81st
Percentile by assets National rank
$176,501
Avg per participant Above avg balance/head
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Official DOL plan name: The Winston Preparatory School 403(b) DC Plan · Sponsored by The Winston Preparatory School · New York · Educational Services

$34M in assets, 190 participants

The Winston Preparatory School's The Winston Preparatory School 403(b) DC Plan reported $34M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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 (3,735 peers)

Coverage in New York

The Winston Preparatory School 403(b) DC Plan covers 190 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $34M.

#2,482
in Educational Services (3,735 peers)
+19.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Winston Preparatory School 403(b) DC Plan's outsized position by total assets

The Winston Preparatory School 403(b) DC Plan vs every filed plan by assets

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

$33,535,226 Top 19% higher than 81% 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

The Winston Preparatory School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Winston Preparatory School 403(b) DC Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Winston Preparatory School 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Winston Preparatory School 403(b) DC Plan reported participants fell from 273 in the plan year 2022 filing to 190 in the plan year 2023 filing.
  • The Winston Preparatory School 403(b) DC Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133085860 · The Winston Preparatory School PY 2023 · Other

The Winston Preparatory School 403(b) DC Plan · $34M · 190 · 81st

  • EBSA $34M
  • PART 190
  • TYPE 81st
  • NET Other
  • BOOK near Joint Township District Memorial Hospital Deferred Annuity Plan
  • VS-ST 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 New York →

The Winston Preparatory School 403(b) DC Plan in the asset neighbourhood

Memphis University School DC PlanMemphis University School DC…$34MThe Winston Preparatory School 403(b) DC PlanThe Winston Preparatory Scho…$34MJoint Township District Memorial Hospital Deferred Annuity PlanJoint Township District Memo…$34MSalisbury School DC Retirement PlanSalisbury School DC Retireme…$33MLaurel School Defined Contribution Retirement PlanLaurel School Defined Contri…$33M
End-of-year total assets ($M) among The Winston Preparatory School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN133085860
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Winston Preparatory School)

Sponsor-wide plan assets over time

All The Winston Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.488930176055% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28M $38.8M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 273 $28M
2023 1 190 $34M
2024 1 195 $39M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Winston Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Winston Preparatory School 403(b) DC Plan, Total assets ($B): 0.033535226 · Participants: 190The Winston Preparatory School 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Winston Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Winston Preparatory School 403(b) DC Plan side-by-side with 3 peers →

The Winston Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Joint Township District Memorial Hospital Deferred Annuity Plan in OH ($34M); by covered participants it is Catholic Charities, Inc. Diocese of Madison Retirement Plan in WI (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 The Winston Preparatory School 403(b) DC Plan assets move in 2023? ▼
The Winston Preparatory School 403(b) DC Plan grew sharply - up 19.7% during 2023, from $28M to $34M. Reported net income was $6M.
How have The Winston Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Winston Preparatory School's sponsor-wide assets grew 38.5%, from $28M to $39M.
Where does The Winston Preparatory School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Winston Preparatory School 403(b) DC Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Winston Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Joint Township District Memorial Hospital Deferred Annuity Plan in OH ($34M, 382 participants).
Which Other plans cover a similar participant headcount to The Winston Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Catholic Charities, Inc. Diocese of Madison Retirement Plan in WI (190 participants, $7M 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 133085860.

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.