Other · DOL Form 5500 · 2024

The Winston Preparatory School Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
195
Participants Below avg headcount
81st
Percentile by assets National rank
$198,956
Avg per participant Above avg balance/head
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Official DOL plan name: The Winston Preparatory School 403(b) DC Plan · Sponsored by The Winston Preparatory School · New York · Educational Services

$39M in assets, 195 participants

The Winston Preparatory School's The Winston Preparatory School 403(b) DC Plan reported $39M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,443 in Educational Services (3,638 peers)

Coverage in New York

The Winston Preparatory School 403(b) DC Plan covers 195 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $39M.

#2,443
in Educational Services (3,638 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Winston Preparatory School 403(b) DC Plan's outsized position by total assets

The Winston Preparatory School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$38,796,408 Top 19% higher than 81% of 123,620 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 2024

The Winston Preparatory School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Winston Preparatory School 403(b) DC Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Winston Preparatory School 403(b) DC Plan end-of-year assets rose from $34M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • The Winston Preparatory School 403(b) DC Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Winston Preparatory School 403(b) DC Plan reported participants rose from 190 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133085860 · The Winston Preparatory School PY 2024 · Other

The Winston Preparatory School 403(b) DC Plan · $39M · 195 · 81st

  • VS-ST $39M
  • BOY 195
  • SCH 81st
  • EBSA Other
  • PART near Chesapeake Bay Foundation, Inc. 403(b) Plan
  • TYPE ind #2443

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 →

The Winston Preparatory School 403(b) DC Plan in the asset neighbourhood

The David and Lucile Packard Foundation Employee Contribution Retirement PlanThe David and Lucile Packard…$39MEast Coast Migrant Head Start Project Retirement Savings PlanEast Coast Migrant Head Star…$39MCascadia Health Retirement PlanCascadia Health Retirement P…$39MChesapeake Bay Foundation, Inc. 403(b) PlanChesapeake Bay Foundation, I…$39MThe Winston Preparatory School 403(b) DC PlanThe Winston Preparatory Scho…$39M
End-of-year total assets ($M) among The Winston Preparatory School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN133085860
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Winston Preparatory School)

Sponsor-wide plan assets over time

All The Winston Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.488930176055% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28M $38.8M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 273 $28M
2023 1 190 $34M
2024 1 195 $39M

Nearby Other Plans in New York

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

The Winston Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Winston Preparatory School 403(b) DC Plan, Total assets ($B): 0.038796408 · Participants: 195The Winston Preparatory School 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Winston Preparatory School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Winston Preparatory School 403(b) DC Plan side-by-side with 3 peers →

The Winston Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Chesapeake Bay Foundation, Inc. 403(b) Plan in MD ($39M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (195 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Winston Preparatory School 403(b) DC Plan assets move in 2024? ▼
The Winston Preparatory School 403(b) DC Plan grew sharply - up 15.7% during 2024, from $34M to $39M. Reported net income was $5M.
How have The Winston Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Winston Preparatory School's sponsor-wide assets grew 38.5%, from $28M to $39M.
Where does The Winston Preparatory School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Winston Preparatory School 403(b) DC Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Winston Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Chesapeake Bay Foundation, Inc. 403(b) Plan in MD ($39M, 221 participants).
Which Other plans cover a similar participant headcount to The Winston Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (195 participants, $8M in assets).

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 133085860.

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.