401(k) · DOL Form 5500 · 2024

Dreyfous & Associates Retirement Plan

Data updated 2026-05-15

$287K
Total assets
53
Participants
13th
Percentile by assets
$5,409
Avg per participant

Sponsored by A New Vision in Educational Service and Materials, Inc. · Puerto Rico · Educational Services

What the 2024 filing shows

Dreyfous & Associates Retirement Plan holds $287K for 53 participants - about $5,409 per participant, among the smaller plans by assets on file, up 45.2% over the 2024 plan year.

$287K
total plan assets (2024 EOY)
53
covered participants
13th
percentile by assets (of 116,472 plans)
$5,409
avg assets per participant
State
Industry
Educational Services

401(k) · DOL Form 5500 · 2024

What the Filing Says About Dreyfous & Associates Retirement Plan

Dreyfous & Associates Retirement Plan is a 401(k) retirement plan sponsored by A New Vision in Educational Service and Materials, Inc., headquartered in Puerto Rico. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $287K in total end-of-year assets and covers 53 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 660503349, and the plan has been effective since 2021-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $197K at the beginning of 2024 to $287K at year-end - up 45.2%. Net assets (after liabilities) closed the year at $287K, with reported net income of $89K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years A New Vision in Educational Service and Materials, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $102K to $287K, a gain of 180.4%, while reported participants moved from 38 to 53 (+39.5%). The strongest year on file by total sponsor assets was 2024 at $287K; the softest was 2022 at $102K. Year-by-year, sponsor-wide filings show: 2022 - $102K in assets across 1 plan covering 38 participants; 2023 - $197K in assets across 1 plan covering 56 participants; 2024 - $287K in assets across 1 plan covering 53 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Dreyfous & Associates Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$197K
Total Assets (End of Year)$287K
Net Assets (End of Year)$287K
Net Income$89K
Plan Type401(k)
Employer EIN660503349
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A New Vision in Educational Service and Materials, Inc.)

Year Plans Participants Total Assets
2022 1 38 $102K
2023 1 56 $197K
2024 1 53 $287K

Nearby 401(k) Plans in Puerto Rico

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

Frequently Asked Questions

How much money is in the Dreyfous & Associates Retirement Plan?
As of the 2024 Form 5500 filing, Dreyfous & Associates Retirement Plan holds $287K in total assets with 53 participants. It is sponsored by A New Vision in Educational Service and Materials, Inc..
What type of plan is Dreyfous & Associates Retirement Plan?
Dreyfous & Associates Retirement Plan is a 401(k) plan. It has been effective since 2021-10-01. The plan is filed with the U.S. Department of Labor under EIN 660503349.
Who sponsors the Dreyfous & Associates Retirement Plan?
Dreyfous & Associates Retirement Plan is sponsored by A New Vision in Educational Service and Materials, Inc., located in Puerto Rico. The sponsor's EIN is 660503349 and the plan operates in the Educational Services industry.
How did Dreyfous & Associates Retirement Plan perform in 2024?
Dreyfous & Associates Retirement Plan surged - up 45.2% during 2024, moving from $197K to $287K in total assets. Net income was $89K.

What this filing means

Ways to act on Dreyfous & Associates Retirement Plan's numbers.

  • By total assets, Dreyfous & Associates Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
  • A New Vision in Educational Service and Materials, Inc.'s sponsor-wide assets have grown 180.4% since 2022 across 3 plan years on file. More Educational Services plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660503349.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.