Other · DOL Form 5500 · 2023
Prep for Prep Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $224,321
- Avg per participant Above avg balance/head
Official DOL plan name: Prep for Prep 403 (B) DC Plan · Sponsored by Prep for Prep · New York · Educational Services
$13M in assets, 60 participants
Prep for Prep's Prep for Prep 403 (B) DC Plan reported $13M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #1,771 in Educational Services (3,735 peers)
Prep for Prep multi-year trail
Prep for Prep's plans moved +32.2% in assets from 2022 to 2024; this filing shows Prep for Prep 403 (B) DC Plan at $13M / 60 participants.
- #1,771
- in Educational Services (3,735 peers)
- +16.5%
- assets growth YoY
Prep for Prep 403 (B) DC Plan's mid-pack asset rank among Educational Services and all filers
Prep for Prep 403 (B) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,459,285 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Prep for Prep 403 (B) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prep for Prep 403 (B) DC Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Prep for Prep 403 (B) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Prep for Prep 403 (B) DC Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Prep for Prep 403 (B) DC Plan reported participants rose from 52 in the plan year 2022 filing to 60 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132613383 · Prep for Prep PY 2023 · Other
Prep for Prep 403 (B) DC Plan · $13M · 60 · 65th
- EOY $13M
- EOY 60
- EOY 65th
- EOY Other
- EOY near Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan
- EOY ind #1771
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 →
Prep for Prep 403 (B) DC Plan in the asset neighbourhood
Prep for Prep multi-year asset trail
Sponsor-wide plan assets over time
All Prep for Prep plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 32.220114075447185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $12M |
| 2023 | 1 | 60 | $13M |
| 2024 | 1 | 62 | $15M |
Prep for Prep filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 132613383 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Prep for Prep 403 (B) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan in MA ($13M); by covered participants it is Points of Light Foundation 403(b) Retirement Plan in GA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Points of Light Foundation 403(b) Retirement Plan (GA) 60 · 0 off
- Kansas City Christian School Retirement Plan (KS) 60 · 0 off
- National Association of Secondary School Principals Section 403(b) Plan (VA) 60 · 0 off
- Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan (FL) 60 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.