401(k)
2023 plan-year 401(k) DOL Form 5500

New Visions for Public Schools 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New Visions for Public Schools · New York · Other Services

What the 2023 filing shows

New Visions for Public Schools 403(b) Plan holds $67M for 719 participants — about $92,591 per participant, up 26.2% over the 2023 plan year.

$67M
total plan assets (2023 EOY)
719
covered participants
$92,591
avg assets per participant
+26.2%
assets growth YoY
Total Assets (2023)
$67M
Participants
719
State
Industry
Other Services

What the Filing Says About New Visions for Public Schools 403(b) Plan

New Visions for Public Schools 403(b) Plan is a 401(k) retirement plan sponsored by New Visions for Public Schools, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 719 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133538961, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2023 to $67M at year-end — a gain of 26.2%. Net assets (after liabilities) closed the year at $67M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$67M
Net Assets (End of Year)$67M
Net Income$14M
Plan Type401(k)
Employer EIN133538961
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Visions for Public Schools)

Year Plans Participants Total Assets
2022 1 731 $53M
2023 1 719 $67M
2024 1 660 $74M

Nearby 401(k) Plans in New York

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

Frequently Asked Questions

How much money is in the New Visions for Public Schools 403(b) Plan?
As of the 2023 Form 5500 filing, New Visions for Public Schools 403(b) Plan holds $67M in total assets with 719 participants. It is sponsored by New Visions for Public Schools.
What type of plan is New Visions for Public Schools 403(b) Plan?
New Visions for Public Schools 403(b) Plan is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 133538961.
Who sponsors the New Visions for Public Schools 403(b) Plan?
New Visions for Public Schools 403(b) Plan is sponsored by New Visions for Public Schools, located in New York. The sponsor's EIN is 133538961 and the plan operates in the Other Services industry.
How did New Visions for Public Schools 403(b) Plan perform in 2023?
New Visions for Public Schools 403(b) Plan grew by 26.2% during 2023, moving from $53M to $67M in total assets. Net income was $14M.
Where can I find official filings for New Visions for Public Schools 403(b) Plan?
Official Form 5500 filings for New Visions for Public Schools 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133538961 or plan name at efast.dol.gov.
How does New Visions for Public Schools 403(b) Plan compare to other plans?
You can compare New Visions for Public Schools 403(b) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133538961.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.