Other · DOL Form 5500 · 2024
Prep for Prep Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $246,289
- Avg per participant Above avg balance/head
Official DOL plan name: Prep for Prep 403 (B) DC Plan · Sponsored by Prep for Prep · New York · Educational Services
$15M in assets, 62 participants
Prep for Prep's Prep for Prep 403 (B) DC Plan reported $15M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,725 in Educational Services (3,638 peers)
Prep for Prep multi-year trail
Prep for Prep's plans moved +32.2% in assets from 2022 to 2024; this filing shows Prep for Prep 403 (B) DC Plan at $15M / 62 participants.
- #1,725
- in Educational Services (3,638 peers)
- +13.5%
- assets growth YoY
Prep for Prep 403 (B) DC Plan's mid-pack asset rank among Educational Services and all filers
Prep for Prep 403 (B) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,269,900 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Prep for Prep 403 (B) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prep for Prep 403 (B) DC Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Prep for Prep 403 (B) DC Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Prep for Prep 403 (B) DC Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Prep for Prep 403 (B) DC Plan reported participants rose from 60 in the plan year 2023 filing to 62 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 132613383 · Prep for Prep PY 2024 · Other
Prep for Prep 403 (B) DC Plan · $15M · 62 · 65th
- SCH $15M
- SCH 62
- SCH 65th
- SCH Other
- SCH near National 4-H Council 403(b) Plan
- SCH ind #1725
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 →
Prep for Prep 403 (B) DC Plan in the asset neighbourhood
Prep for Prep multi-year asset trail
Sponsor-wide plan assets over time
All Prep for Prep plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 32.220114075447185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $12M |
| 2023 | 1 | 60 | $13M |
| 2024 | 1 | 62 | $15M |
Prep for Prep filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 132613383 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Prep for Prep 403 (B) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is National 4-H Council 403(b) Plan in DC ($15M); by covered participants it is Kaboom! Inc. 403(b) Retirement Plan in MD (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- National 4-H Council 403(b) Plan (DC) $15M · 98
- Carolina Caring Retirement Plan (NC) $15M · 479
- Christian Living Communities 403(b) Plan (CO) $15M · 654
- Mount Paran Christian School 403(b) Plan (GA) $15M · 280
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.