Profit Sharing · DOL Form 5500 · 2023

New Visions for Public Schools Profit Sharing Plan

Data updated 2026-08-11

$67M
Total assets
719
Participants
88th
Percentile by assets
$92,591
Avg per participant
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Official DOL plan name: New Visions for Public Schools 403(b) Plan · Sponsored by New Visions for Public Schools · New York · Other Services

$67M in assets, 719 participants

New Visions for Public Schools's New Visions for Public Schools 403(b) Plan reported $67M in total assets and 719 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 127,072 plans)
  • #7,475 in Other Services (7,857 peers)

Where New Visions for Public Schools 403(b) Plan sits by assets

New Visions for Public Schools 403(b) Plan sits in the top quartile of all filed plans by assets, $67M for 719 participants (~$92,591/participant), up 26.2% in 2023.

$67M
total plan assets (2023 EOY)
719
covered participants
88th
percentile by assets (of 127,072 plans)
$92,591
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Visions for Public Schools 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • New Visions for Public Schools 403(b) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • New Visions for Public Schools 403(b) Plan reported participants fell from 731 in the plan year 2022 filing to 719 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

New Visions for Public Schools 403(b) Plan vs the 2023 asset distribution

By assets, New Visions for Public Schools 403(b) Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

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

Sponsor Plan History (New Visions for Public Schools)

$50M$60M$70M$80M 202220232024 $52.7M $73.9M ▲ +40.1%
Total plan assets by year, all New Visions for Public Schools plans on file
Year Plans Participants Total Assets
2022 1 731 $53M
2023 1 719 $67M
2024 1 660 $74M

Nearby Profit Sharing Plans in New York

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

New Visions for Public Schools 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

New Visions for Public Schools 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants New Visions for Publ…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
New Visions for Public Schools 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to New Visions for Public Schools 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did New Visions for Public Schools 403(b) Plan assets move in 2023?
New Visions for Public Schools 403(b) Plan grew sharply - up 26.2% during 2023, from $53M to $67M. Reported net income was $14M.
How have New Visions for Public Schools plan assets changed over time?
Across 3 plan years on file (2022-2024), New Visions for Public Schools's sponsor-wide assets grew 40.1%, from $53M to $74M.
Where does New Visions for Public Schools 403(b) Plan rank by assets among Form 5500 filers?
New Visions for Public Schools 403(b) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to New Visions for Public Schools 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Ulps Employee Savings Plan in TN ($67M, 237 participants).

Next read for New Visions for Public Schools 403(b) Pl…

Scale reading

Ways to act on New Visions for Public Schools 403(b) Plan's numbers.

  • By total assets, New Visions for Public Schools 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • New Visions for Public Schools's sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Other Services plans