401(k) · DOL Form 5500 · 2023

The New York Preparatory 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
281
Participants Below avg headcount
72nd
Percentile by assets National rank
$69,439
Avg per participant Below avg balance/head
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Official DOL plan name: The New York Preparatory 401(k) Profit Sharing Plan & Trust · Sponsored by The New York Preparatory · New York · Educational Services

$20M in assets, 281 participants

The New York Preparatory's The New York Preparatory 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,055 in Educational Services (3,735 peers)

Coverage in New York

The New York Preparatory 401(k) Profit Sharing Plan & Trust covers 281 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $20M.

#2,055
in Educational Services (3,735 peers)
+16.8%
assets growth YoY

The New York Preparatory 401(k) Profit Sharing Plan & Trust's outsized position by total assets

The New York Preparatory 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,512,495 Top 28% higher than 72% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The New York Preparatory 401(k) Profit Sharing Plan & Trust 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 New York Preparatory 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The New York Preparatory 401(k) Profit Sharing Plan & Trust reported net income rose from -$690K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The New York Preparatory 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • The New York Preparatory 401(k) Profit Sharing Plan & Trust reported participants rose from 275 in the plan year 2022 filing to 281 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131100880 · The New York Preparatory PY 2023 · 401(k)

The New York Preparatory 401(k) Profit Sharing Plan & Trust · $20M · 281 · 72nd

  • NET $20M
  • NET 281
  • NET 72nd
  • NET 401(k)
  • NET near Brown & Crouppen, P.C. 401(k) Retirement Plan
  • NET ind #2055

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 New York Preparatory 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The New York Preparatory 401(k) Profit Sharing Plan & TrustThe New York Preparatory 401…$20MBrown & Crouppen, P.C. 401(k) Retirement PlanBrown & Crouppen, P.C. 401(k…$20MThe Aagard Group, LLC. 401(k) Ps PlanThe Aagard Group, LLC. 401(k…$20MIt Concepts 401(k) Plan$20MFuruno USA, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among The New York Preparatory 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN131100880
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New York Preparatory)

Sponsor-wide plan assets over time

All The New York Preparatory plans reported in each filing year

Latest sponsor-wide plan assets
$22M 32.71196021328237% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.2M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 275 $17M
2023 1 281 $20M
2024 1 279 $22M

Nearby 401(k) Plans in New York

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

The New York Preparatory 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The New York Preparatory 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019512495 · Participants: 281The New York Preparatory 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The New York Preparatory 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare The New York Preparatory 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The New York Preparatory 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Brown & Crouppen, P.C. 401(k) Retirement Plan in MO ($20M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The New York Preparatory 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
The New York Preparatory 401(k) Profit Sharing Plan & Trust grew sharply - up 16.8% during 2023, from $17M to $20M. Reported net income was $3M.
How have The New York Preparatory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New York Preparatory's sponsor-wide assets grew 32.7%, from $17M to $22M.
Which 401(k) plans are similar in size to The New York Preparatory 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brown & Crouppen, P.C. 401(k) Retirement Plan in MO ($20M, 226 participants).
Which 401(k) plans cover a similar participant headcount to The New York Preparatory 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants, $12M in assets).

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 131100880.

Read our methodology - how this data is sourced, computed, and verified.

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