401(k) · DOL Form 5500 · 2023
University Preparatory Academy 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $204,224
- Avg per participant Above avg balance/head
Official DOL plan name: University Preparatory Academy 401(k) Retirement Plan & Trust · Sponsored by University Preparatory Academy · Washington · Educational Services
$35M in assets, 170 participants
University Preparatory Academy's University Preparatory Academy 401(k) Retirement Plan & Trust reported $35M in total assets and 170 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.
- #2,505 in Educational Services (3,735 peers)
Coverage in Washington
University Preparatory Academy 401(k) Retirement Plan & Trust covers 170 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $35M.
- #2,505
- in Educational Services (3,735 peers)
- +11.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
University Preparatory Academy 401(k) Retirement Plan & Trust's outsized position by total assets
University Preparatory Academy 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,718,086 Top 19% higher than 81% 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
University Preparatory Academy 401(k) Retirement Plan & Trust 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. University Preparatory Academy 401(k) Retirement Plan & Trust sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Preparatory Academy 401(k) Retirement Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- University Preparatory Academy 401(k) Retirement Plan & Trust end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- University Preparatory Academy 401(k) Retirement Plan & Trust reported participants fell from 181 in the plan year 2022 filing to 170 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 910974344 · University Preparatory Academy PY 2023 · 401(k)
University Preparatory Academy 401(k) Retirement Plan & Trust · $35M · 170 · 81st
- BOOK $35M
- VS-ST 170
- BOY 81st
- SCH 401(k)
- EBSA near Rg5 LLC 401(k) Plan
- PART ind #2505
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 Washington →
University Preparatory Academy 401(k) Retirement Plan & Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 910974344 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Preparatory Academy)
Sponsor-wide plan assets over time
All University Preparatory Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 28.350260631797124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 181 | $31M |
| 2023 | 1 | 170 | $35M |
| 2024 | 1 | 151 | $40M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
University Preparatory Academy 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Rg5 LLC 401(k) Plan in VA ($35M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Rg5 LLC 401(k) Plan (VA) $35M · 98
- The Teaching Company 401(k) Plan (VA) $35M · 283
- Aha Consulting Engineers, Inc. 401(k) & Profit Sharing Plan (MA) $35M · 132
- Tier 1 Performance Solutions, LLC 401(k) Plan (KY) $35M · 311
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Keystone-Pacific 401(k) Plan (OR) 170 · 0 off
- Onin Group 401(k) Plan (AL) 170 · 0 off
- P.W. Gillibrand Company Tax-Deferred Savings Plan (CA) 170 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 170 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.