Profit Sharing · DOL Form 5500 · 2023

Alliance Preparatory Schools, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
167
Participants Small participant base
30th
Percentile by assets National rank
$11,480
Avg per participant Low balance/head
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Official DOL plan name: Alliance Preparatory Schools ERISA 403(b) Plan · Sponsored by Alliance Preparatory Schools, Inc. · North Carolina · Educational Services

$2M in assets, 167 participants

Alliance Preparatory Schools, Inc.'s Alliance Preparatory Schools ERISA 403(b) Plan reported $2M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #718 in Educational Services (3,735 peers)

Coverage in North Carolina

Alliance Preparatory Schools ERISA 403(b) Plan covers 167 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#718
in Educational Services (3,735 peers)
+43.4%
assets growth YoY

Alliance Preparatory Schools ERISA 403(b) Plan among the smaller filed plans by assets

Alliance Preparatory Schools ERISA 403(b) Plan vs every filed plan by assets

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

$1,917,120 30th percentile higher than 30% 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

Alliance Preparatory Schools ERISA 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. Alliance Preparatory Schools ERISA 403(b) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Preparatory Schools ERISA 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alliance Preparatory Schools ERISA 403(b) Plan reported participants rose from 144 in the plan year 2022 filing to 167 in the plan year 2023 filing.
  • Alliance Preparatory Schools ERISA 403(b) Plan reported net income rose from $547K in the plan year 2022 filing to $580K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464207477 · Alliance Preparatory Schools, Inc. PY 2023 · Profit Sharing

Alliance Preparatory Schools ERISA 403(b) Plan · $2M · 167 · 30th

  • EIN $2M
  • EIN 167
  • EIN 30th
  • EIN Profit Sharing
  • EIN near St. Ann Corporation Profit Sharing Plan
  • EIN ind #718

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 North Carolina →

Alliance Preparatory Schools ERISA 403(b) Plan in the asset neighbourhood

Alliance Preparatory Schools ERISA 403(b) PlanAlliance Preparatory Schools…$2MSt. Ann Corporation Profit Sharing PlanSt. Ann Corporation Profit S…$2MJ T Aills Md PC Employees Profit Sharing PlanJ T Aills Md PC Employees Pr…$2MIndependent Technology Service, Inc. Profit Sharing Plan and TrustIndependent Technology Servi…$2MNolan Greak Profit Sharing PlanNolan Greak Profit Sharing P…$2M
End-of-year total assets ($M) among Alliance Preparatory Schools ERISA 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$580K
Employer EIN464207477
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Preparatory Schools, Inc.)

Sponsor-wide plan assets over time

All Alliance Preparatory Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 71.15864090263383% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.34M $2.29M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 144 $1M
2023 1 167 $2M
2024 1 176 $2M

Nearby Profit Sharing Plans in North Carolina

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

Alliance Preparatory Schools ERISA 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Alliance Preparatory Schools ERISA 403(b) Plan, Total assets ($B): 0.00191712 · Participants: 167Alliance Preparatory Schools ERISA 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Alliance Preparatory Schools ERISA 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Alliance Preparatory Schools ERISA 403(b) Plan side-by-side with 3 peers →

Alliance Preparatory Schools ERISA 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is St. Ann Corporation Profit Sharing Plan in MI ($2M); by covered participants it is Child Care Resource and Referral, Inc. Matched Savings Retirement Plan in MN (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Alliance Preparatory Schools ERISA 403(b) Plan assets move in 2023? ▼
Alliance Preparatory Schools ERISA 403(b) Plan surged - up 43.4% during 2023, from $1M to $2M. Reported net income was $580K.
How have Alliance Preparatory Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Preparatory Schools, Inc.'s sponsor-wide assets grew 71.2%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Alliance Preparatory Schools ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is St. Ann Corporation Profit Sharing Plan in MI ($2M, 32 participants).
Which Profit Sharing plans cover a similar participant headcount to Alliance Preparatory Schools ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Child Care Resource and Referral, Inc. Matched Savings Retirement Plan in MN (167 participants, $6M 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 464207477.

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.