Other · DOL Form 5500 · 2022

Alliance Preparatory Schools, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
144
Participants Small participant base
28th
Percentile by assets National rank
$9,283
Avg per participant Low balance/head
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Official DOL plan name: Alliance Preparatory Schools ERISA 403(b) Plan · Sponsored by Alliance Preparatory Schools, Inc. · North Carolina · Educational Services

$1M in assets, 144 participants

Alliance Preparatory Schools, Inc.'s Alliance Preparatory Schools ERISA 403(b) Plan reported $1M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #764 in Educational Services (4,024 peers)

Coverage in North Carolina

Alliance Preparatory Schools ERISA 403(b) Plan covers 144 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#764
in Educational Services (4,024 peers)
+69.2%
assets growth YoY

Alliance Preparatory Schools ERISA 403(b) Plan among the smaller filed plans by assets

Alliance Preparatory Schools ERISA 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,336,799 28th percentile higher than 28% of 139,123 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 2022

Alliance Preparatory Schools ERISA 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Preparatory Schools ERISA 403(b) Plan sits mid-pack in the medium band (144 participants).

Plan-year Form 5500 strip

Filing strip 464207477 · Alliance Preparatory Schools, Inc. PY 2022 · Other

Alliance Preparatory Schools ERISA 403(b) Plan · $1M · 144 · 28th

  • TYPE $1M
  • NET 144
  • BOOK 28th
  • VS-ST Other
  • BOY near Village Shalom, Inc. 403b Plan
  • SCH ind #764

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 North Carolina →

Alliance Preparatory Schools ERISA 403(b) Plan in the asset neighbourhood

Alliance Preparatory Schools ERISA 403(b) PlanAlliance Preparatory Schools…$1MVillage Shalom, Inc. 403b PlanVillage Shalom, Inc. 403b Pl…$1MDimmit Regional Hospital 403(b) PlanDimmit Regional Hospital 403…$1MNevada Rural Hospital Partners 403 (B)Nevada Rural Hospital Partne…$1MJuile a Staggers Profit Sharing PlanJuile a Staggers Profit Shar…$1M
End-of-year total assets ($M) among Alliance Preparatory Schools ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$790K
Net Assets (End of Year)$1M
Net Income$547K
Employer EIN464207477
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Preparatory Schools, Inc.)

Sponsor-wide plan assets over time

All Alliance Preparatory Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 71.15864090263383% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.34M $2.29M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 144 $1M
2023 1 167 $2M
2024 1 176 $2M

Nearby Other Plans in North Carolina

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

Alliance Preparatory Schools ERISA 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Alliance Preparatory Schools ERISA 403(b) Plan, Total assets ($B): 0.001336799 · Participants: 144Alliance Preparatory Schools ERISA 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Alliance Preparatory Schools ERISA 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants

Alliance Preparatory Schools ERISA 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Village Shalom, Inc. 403b Plan in KS ($1M); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance Preparatory Schools ERISA 403(b) Plan assets move in 2022?
Alliance Preparatory Schools ERISA 403(b) Plan surged - up 69.2% during 2022, from $790K to $1M. Reported net income was $547K.
How have Alliance Preparatory Schools, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alliance Preparatory Schools, Inc.'s sponsor-wide assets grew 71.2%, from $1M to $2M.
Which Other plans are similar in size to Alliance Preparatory Schools ERISA 403(b) Plan?
Among Other plans in other states, the closest by assets is Village Shalom, Inc. 403b Plan in KS ($1M, 192 participants).
Which Other plans cover a similar participant headcount to Alliance Preparatory Schools ERISA 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Pioneer Memorial Retirement Plan in SD (144 participants, $3M in assets).