401(k) · DOL Form 5500 · 2023

Success Academy Charter Schools 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
3,087
Participants Above avg headcount
92nd
Percentile by assets National rank
$38,705
Avg per participant Low balance/head
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Official DOL plan name: Success Academy Charter Schools Retirement Plan · Sponsored by Success Academy Charter Schools · New York · Educational Services

$119M in assets, 3,087 participants

Success Academy Charter Schools's Success Academy Charter Schools Retirement Plan reported $119M in total assets and 3,087 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,243 in Educational Services (3,735 peers)

Coverage in New York

Success Academy Charter Schools Retirement Plan covers 3,087 participants in New York, 3.9x the typical New York plan (state average ~798 per filing). Assets: $119M.

#3,243
in Educational Services (3,735 peers)
+20.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Success Academy Charter Schools Retirement Plan's outsized position by total assets

Success Academy Charter Schools Retirement Plan vs every filed plan by assets

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

$119,482,978 Top 8% higher than 92% 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

Success Academy Charter Schools Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Success Academy Charter Schools Retirement Plan lands in the large band (3,087 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Success Academy Charter Schools Retirement Plan end-of-year assets rose from $100M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • Success Academy Charter Schools Retirement Plan reported net income rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Success Academy Charter Schools Retirement Plan reported participants rose from 2,923 in the plan year 2022 filing to 3,087 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205298861 · Success Academy Charter Schools PY 2023 · 401(k)

Success Academy Charter Schools Retirement Plan · $119M · 3,087 · 92nd

  • PART $119M
  • PART 3,087
  • PART 92nd
  • PART 401(k)
  • PART near Prairie State Generating Company, LLC 401(k) Plan
  • PART ind #3243

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 →

Success Academy Charter Schools Retirement Plan in the asset neighbourhood

The Corvallis Clinic, P.C. 401(k) PlanThe Corvallis Clinic, P.C. 4…$120MSuccess Academy Charter Schools Retirement PlanSuccess Academy Charter Scho…$119MPrairie State Generating Company, LLC 401(k) PlanPrairie State Generating Com…$119MFossil Group, Inc. Savings and Retirement PlanFossil Group, Inc. Savings a…$119MChief Industries, Inc. Thrift PlanChief Industries, Inc. Thrif…$119M
End-of-year total assets ($M) among Success Academy Charter Schools Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$119M
Net Income$20M
Employer EIN205298861
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Success Academy Charter Schools)

Sponsor-wide plan assets over time

All Success Academy Charter Schools plans reported in each filing year

Latest sponsor-wide plan assets
$135M 35.29481580132709% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $99.6M $135M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 2,923 $100M
2023 1 3,087 $119M
2024 1 2,358 $135M

Nearby 401(k) Plans in New York

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

Success Academy Charter Schools Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Success Academy Charter Schools Retirement Plan, Total assets ($B): 0.119482978 · Participants: 3087Success Academy Charter Schools Retirement PlanIBM 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
Success Academy Charter Schools Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Success Academy Charter Schools Retirement Plan side-by-side with 3 peers →

Success Academy Charter Schools Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Prairie State Generating Company, LLC 401(k) Plan in IL ($119M); by covered participants it is Thornton Employee Savings (401(k)) Plan in KY (3,087 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($119M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,087 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 Success Academy Charter Schools Retirement Plan assets move in 2023? ▼
Success Academy Charter Schools Retirement Plan grew sharply - up 20.0% during 2023, from $100M to $119M. Reported net income was $20M.
How have Success Academy Charter Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Success Academy Charter Schools's sponsor-wide assets grew 35.3%, from $100M to $135M.
Where does Success Academy Charter Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Success Academy Charter Schools Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Success Academy Charter Schools Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prairie State Generating Company, LLC 401(k) Plan in IL ($119M, 611 participants).
Which 401(k) plans cover a similar participant headcount to Success Academy Charter Schools Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thornton Employee Savings (401(k)) Plan in KY (3,087 participants, N/A 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 205298861.

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.