401(k) · DOL Form 5500 · 2023

The Williamsburg Charter High School 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
129
Participants Small participant base
43rd
Percentile by assets National rank
$36,042
Avg per participant Low balance/head
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Official DOL plan name: The Williamsburg Charter High School 403(b) Plan · Sponsored by The Williamsburg Charter High School · New York · Educational Services

$5M in assets, 129 participants

The Williamsburg Charter High School's The Williamsburg Charter High School 403(b) Plan reported $5M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,063 in Educational Services (3,735 peers)

Coverage in New York

The Williamsburg Charter High School 403(b) Plan covers 129 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $5M.

#1,063
in Educational Services (3,735 peers)
+19.0%
assets growth YoY

The Williamsburg Charter High School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

The Williamsburg Charter High School 403(b) Plan vs every filed plan by assets

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

$4,649,429 43rd percentile higher than 43% 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 Williamsburg Charter High School 403(b) 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 Williamsburg Charter High School 403(b) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Williamsburg Charter High School 403(b) Plan reported net income rose from -$323K in the plan year 2022 filing to $742K in the plan year 2023 filing.
  • The Williamsburg Charter High School 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Williamsburg Charter High School 403(b) Plan reported participants fell from 131 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421624009 · The Williamsburg Charter High School PY 2023 · 401(k)

The Williamsburg Charter High School 403(b) Plan · $5M · 129 · 43rd

  • SCH $5M
  • EBSA 129
  • PART 43rd
  • TYPE 401(k)
  • NET near Telnyx, LLC 401(k) Plan
  • BOOK ind #1063

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 Williamsburg Charter High School 403(b) Plan in the asset neighbourhood

The Williamsburg Charter High School 403(b) PlanThe Williamsburg Charter Hig…$5MTelnyx, LLC 401(k) Plan$5MKenney Ortho Group, Inc. 401(k) PlanKenney Ortho Group, Inc. 401…$5MThe Rothenberg Law Firm, LLP Profit Sharing PlanThe Rothenberg Law Firm, LLP…$5MJerry Pair & Associates 401(k) PlanJerry Pair & Associates 401(…$5M
End-of-year total assets ($M) among The Williamsburg Charter High School 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$742K
Employer EIN421624009
Plan Effective Date2006-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Williamsburg Charter High School)

Sponsor-wide plan assets over time

All The Williamsburg Charter High School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.436079505100942% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.91M $4.74M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 131 $4M
2023 1 129 $5M
2024 1 138 $5M

Nearby 401(k) Plans in New York

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

The Williamsburg Charter High School 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Williamsburg Charter High School 403(b) Plan, Total assets ($B): 0.004649429 · Participants: 129The Williamsburg Charter High School 403(b) PlanIBM 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
The Williamsburg Charter High School 403(b) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Williamsburg Charter High School 403(b) Plan side-by-side with 3 peers →

The Williamsburg Charter High School 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Telnyx, LLC 401(k) Plan in IL ($5M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Williamsburg Charter High School 403(b) Plan assets move in 2023? ▼
The Williamsburg Charter High School 403(b) Plan grew sharply - up 19.0% during 2023, from $4M to $5M. Reported net income was $742K.
How have The Williamsburg Charter High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Williamsburg Charter High School's sponsor-wide assets grew 21.4%, from $4M to $5M.
Which 401(k) plans are similar in size to The Williamsburg Charter High School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telnyx, LLC 401(k) Plan in IL ($5M, 108 participants).
Which 401(k) plans cover a similar participant headcount to The Williamsburg Charter High School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 421624009.

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.