401(k) · DOL Form 5500 · 2023
The Academy Charter School 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 527
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $20,052
- Avg per participant Low balance/head
Official DOL plan name: The Academy Charter School 401(k) Plan · Sponsored by The Academy Charter School · New York · Educational Services
$11M in assets, 527 participants
The Academy Charter School's The Academy Charter School 401(k) Plan reported $11M in total assets and 527 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #1,608 in Educational Services (3,735 peers)
The Academy Charter School multi-year trail
The Academy Charter School's plans moved +92.4% in assets from 2022 to 2024; this filing shows The Academy Charter School 401(k) Plan at $11M / 527 participants.
- #1,608
- in Educational Services (3,735 peers)
- +44.3%
- assets growth YoY
The Academy Charter School 401(k) Plan's mid-pack asset rank among Educational Services and all filers
The Academy Charter School 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,567,632 Top 40% higher than 60% 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
The Academy Charter School 401(k) 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. The Academy Charter School 401(k) Plan sits mid-pack in the medium band (527 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Academy Charter School 401(k) Plan reported net income rose from $133K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Academy Charter School 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Academy Charter School 401(k) Plan reported participants rose from 521 in the plan year 2022 filing to 527 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 800353508 · The Academy Charter School PY 2023 · 401(k)
The Academy Charter School 401(k) Plan · $11M · 527 · 60th
- TYPE $11M
- TYPE 527
- TYPE 60th
- TYPE 401(k)
- TYPE near Cast-Crete USA LLC 401(k) Plan
- TYPE ind #1608
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 New York →
The Academy Charter School 401(k) Plan in the asset neighbourhood
The Academy Charter School multi-year asset trail
Sponsor-wide plan assets over time
All The Academy Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 92.4456724520996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $7M |
| 2023 | 1 | 527 | $11M |
| 2024 | 1 | 598 | $14M |
The Academy Charter School filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 800353508 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
The Academy Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cast-Crete USA LLC 401(k) Plan in FL ($11M); by covered participants it is Scale Ai 401(k) Plan in CA (527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Cast-Crete USA LLC 401(k) Plan (FL) $11M · 278
- Borrell Electric Co., Inc. 401(k) Plan (FL) $11M · 198
- Utility System Efficiencies 401(k) Profit Sharing Plan (CA) $11M · 18
- Bob Mills Furniture Co. LLC 401(k) Psp (OK) $11M · 355
Similar participant headcount
Nearest other-state filings by covered participants (527 participants); asset peers above are excluded.
- Scale Ai 401(k) Plan (CA) 527 · 0 off
- Cl Enterprises 401(k) Plan (IL) 527 · 0 off
- Oeconnection 401(k) Plan (OH) 527 · 0 off
- Lodge Manufacturing Company Deferred Profit Sharing Plan (TN) 527 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.