Profit Sharing · DOL Form 5500 · 2023
Collegiate Academies Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 529
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $20,721
- Avg per participant Low balance/head
Official DOL plan name: Collegiate Academies 403(b) Plan · Sponsored by Collegiate Academies · Louisiana · Educational Services
$11M in assets, 529 participants
Collegiate Academies's Collegiate Academies 403(b) Plan reported $11M in total assets and 529 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #1,633 in Educational Services (3,735 peers)
Collegiate Academies multi-year trail
Collegiate Academies's plans moved +50.9% in assets from 2022 to 2024; this filing shows Collegiate Academies 403(b) Plan at $11M / 529 participants.
- #1,633
- in Educational Services (3,735 peers)
- +29.2%
- assets growth YoY
Collegiate Academies 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Collegiate Academies 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,961,148 Top 39% higher than 61% 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
Collegiate Academies 403(b) 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. Collegiate Academies 403(b) Plan sits mid-pack in the medium band (529 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Collegiate Academies 403(b) Plan reported net income rose from -$111K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Collegiate Academies 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Collegiate Academies 403(b) Plan reported participants rose from 504 in the plan year 2022 filing to 529 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 800601507 · Collegiate Academies PY 2023 · Profit Sharing
Collegiate Academies 403(b) Plan · $11M · 529 · 61st
- EIN $11M
- EIN 529
- EIN 61st
- EIN Profit Sharing
- EIN near Material Yard Workers Local 1175 Annuity Fund
- EIN ind #1633
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 Louisiana →
Collegiate Academies 403(b) Plan in the asset neighbourhood
Collegiate Academies multi-year asset trail
Sponsor-wide plan assets over time
All Collegiate Academies plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 50.88895117410247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 504 | $8M |
| 2023 | 1 | 529 | $11M |
| 2024 | 1 | 554 | $13M |
Collegiate Academies filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 800601507 |
| Plan Effective Date | 2011-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Louisiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan $48M · 86
- Lake Charles Memorial Health System Retirement Plan $46M · 2,003
- Plumbers & Steamfitters Local 141 Annuity Plan $13M · 699
- Service Tool Co., LLC Retirement Plan $10M · 95
- Total Community Action, Inc. Ee's Retirement Plan & Trust $8M · 191
Collegiate Academies 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Louisiana, the nearest Profit Sharing by assets is Material Yard Workers Local 1175 Annuity Fund in NY ($11M); by covered participants it is V. Suarez & Co., Inc. Retirement Plan in PR (529 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Material Yard Workers Local 1175 Annuity Fund (NY) $11M · 151
- Casa Colina, Inc. Retirement Plan (CA) $11M · 783
- Lively Group, LLC 401(k) Profit Sharing Plan (NY) $11M · 43
- Visiting Nurse Association Retirement Plan (NJ) $11M · 107
Similar participant headcount
Nearest other-state filings by covered participants (529 participants); asset peers above are excluded.
- V. Suarez & Co., Inc. Retirement Plan (PR) 529 · 0 off
- Winston Salem Industries for the Blind Retirement Plan (NC) 530 · 1 off
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. (DC) 531 · 2 off
- Ycs Retirement Plan (NJ) 526 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.