Other · DOL Form 5500 · 2023
Ums-Wright Preparatory School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 176
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $133,838
- Avg per participant Near avg balance/head
Official DOL plan name: Ums-Wright Preparatory School 403(b) Plan · Sponsored by Ums-Wright Preparatory School · Alabama · Educational Services
$24M in assets, 176 participants
Ums-Wright Preparatory School's Ums-Wright Preparatory School 403(b) Plan reported $24M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,218 in Educational Services (3,735 peers)
Coverage in Alabama
Ums-Wright Preparatory School 403(b) Plan covers 176 participants in Alabama, about 49% of the average Alabama filer (state average ~360 per filing). Assets: $24M.
- #2,218
- in Educational Services (3,735 peers)
- +14.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Ums-Wright Preparatory School 403(b) Plan's outsized position by total assets
Ums-Wright Preparatory School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,555,546 Top 25% higher than 75% 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
Ums-Wright Preparatory 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. Ums-Wright Preparatory School 403(b) Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ums-Wright Preparatory School 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Ums-Wright Preparatory School 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Ums-Wright Preparatory School 403(b) Plan reported participants rose from 173 in the plan year 2022 filing to 176 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 630310782 · Ums-Wright Preparatory School PY 2023 · Other
Ums-Wright Preparatory School 403(b) Plan · $24M · 176 · 75th
- 5500 $24M
- ASSETS 176
- PCT 75th
- EIN Other
- RANK near Staten Island Academy Defined Contribution Retirement Plan
- PHOTO ind #2218
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 Alabama →
Ums-Wright Preparatory School 403(b) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 630310782 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ums-Wright Preparatory School)
Sponsor-wide plan assets over time
All Ums-Wright Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 32.18807418939853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $21M |
| 2023 | 1 | 176 | $24M |
| 2024 | 1 | 188 | $27M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
Ums-Wright Preparatory School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Staten Island Academy Defined Contribution Retirement Plan in NY ($24M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Covenant College Retirement Plan Defined Contribution (GA) 176 · 0 off
- Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan (DC) 176 · 0 off
- The Haverford School 403(b) Plan (PA) 176 · 0 off
- Retirement Plan for the Center for Hospice and Palliative Care, Inc. (IN) 176 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.