Other · DOL Form 5500 · 2023
Poly Prep Country Day School Retirement Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 266
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $357,757
- Avg per participant High balance/head
Official DOL plan name: Poly Prep Country Day School Defined Contribution Plan · Sponsored by Poly Prep Country Day School · New York · Educational Services
$95M in assets, 266 participants
Poly Prep Country Day School's Poly Prep Country Day School Defined Contribution Plan reported $95M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,143 in Educational Services (3,735 peers)
Coverage in New York
Poly Prep Country Day School Defined Contribution Plan covers 266 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $95M.
- #3,143
- in Educational Services (3,735 peers)
- +9.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Poly Prep Country Day School Defined Contribution Plan's outsized position by total assets
Poly Prep Country Day School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$95,163,448 Top 9% higher than 91% 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
Poly Prep Country Day School Defined Contribution 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. Poly Prep Country Day School Defined Contribution Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Poly Prep Country Day School Defined Contribution Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Poly Prep Country Day School Defined Contribution Plan end-of-year assets rose from $87M in the plan year 2022 filing to $95M in the plan year 2023 filing.
- Poly Prep Country Day School Defined Contribution Plan reported participants fell from 270 in the plan year 2022 filing to 266 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 111630821 · Poly Prep Country Day School PY 2023 · Other
Poly Prep Country Day School Defined Contribution Plan · $95M · 266 · 91st
- EBSA $95M
- PART 266
- TYPE 91st
- NET Other
- BOOK near Radio Free Asia Defined Contribution Retirement Plan
- VS-ST ind #3143
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 →
Poly Prep Country Day School Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $8M |
| Employer EIN | 111630821 |
| Plan Effective Date | 1921-02-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Poly Prep Country Day School)
Sponsor-wide plan assets over time
All Poly Prep Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 18.07773723599413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $87M |
| 2023 | 1 | 266 | $95M |
| 2024 | 1 | 297 | $103M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Poly Prep Country Day School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Radio Free Asia Defined Contribution Retirement Plan in DC ($95M); by covered participants it is Holy Innocents' Episcopal School 403(b) Plan in GA (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Holy Innocents' Episcopal School 403(b) Plan (GA) 266 · 0 off
- T.a.S.C. Inc. Employee Retirement Plan (IL) 266 · 0 off
- Project Lead the Way 403b Plan (IN) 266 · 0 off
- Dwight Englewood School 403(b) Retirement Savings Plan (NJ) 265 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.