401(k) · DOL Form 5500 · 2023

Bradford Preparatory School, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
162
Participants Small participant base
44th
Percentile by assets National rank
$29,704
Avg per participant Low balance/head
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Official DOL plan name: Bradford Preparatory School, Inc. 401(k) Plan · Sponsored by Bradford Preparatory School, Inc. · North Carolina · Educational Services

$5M in assets, 162 participants

Bradford Preparatory School, Inc.'s Bradford Preparatory School, Inc. 401(k) Plan reported $5M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,086 in Educational Services (3,735 peers)

Coverage in North Carolina

Bradford Preparatory School, Inc. 401(k) Plan covers 162 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#1,086
in Educational Services (3,735 peers)
+29.8%
assets growth YoY

Bradford Preparatory School, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Bradford Preparatory School, Inc. 401(k) Plan vs every filed plan by assets

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

$4,812,061 44th percentile higher than 44% 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

Bradford Preparatory School, Inc. 401(k) 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. Bradford Preparatory School, Inc. 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradford Preparatory School, Inc. 401(k) Plan reported net income rose from $809K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bradford Preparatory School, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bradford Preparatory School, Inc. 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460751662 · Bradford Preparatory School, Inc. PY 2023 · 401(k)

Bradford Preparatory School, Inc. 401(k) Plan · $5M · 162 · 44th

  • RANK $5M
  • PHOTO 162
  • IND 44th
  • EOY 401(k)
  • 5500 near Smith Tempel Blaha LLC Incentive Savings Trust
  • ASSETS ind #1086

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 →

Bradford Preparatory School, Inc. 401(k) Plan in the asset neighbourhood

Bradford Preparatory School, Inc. 401(k) PlanBradford Preparatory School,…$5MSmith Tempel Blaha LLC Incentive Savings TrustSmith Tempel Blaha LLC Incen…$5MSnap, Inc. 401(k) Plan$5MMnet Financial, LLC, Profit Sharing PlanMnet Financial, LLC, Profit …$5MCedar Valley Hospice Retirement PlanCedar Valley Hospice Retirem…$5M
End-of-year total assets ($M) among Bradford Preparatory School, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN460751662
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradford Preparatory School, Inc.)

Sponsor-wide plan assets over time

All Bradford Preparatory School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.99738743352289% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.71M $5.49M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 158 $4M
2023 1 162 $5M
2024 1 193 $5M

Nearby 401(k) Plans in North Carolina

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

Bradford Preparatory School, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bradford Preparatory School, Inc. 401(k) Plan, Total assets ($B): 0.004812061 · Participants: 162Bradford Preparatory School, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bradford Preparatory School, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bradford Preparatory School, Inc. 401(k) Plan side-by-side with 3 peers →

Bradford Preparatory School, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Smith Tempel Blaha LLC Incentive Savings Trust in GA ($5M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Bradford Preparatory School, Inc. 401(k) Plan assets move in 2023? ▼
Bradford Preparatory School, Inc. 401(k) Plan grew sharply - up 29.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have Bradford Preparatory School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradford Preparatory School, Inc.'s sponsor-wide assets grew 48.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Bradford Preparatory School, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Tempel Blaha LLC Incentive Savings Trust in GA ($5M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Bradford Preparatory School, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 460751662.

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.