Profit Sharing · DOL Form 5500 · 2024

Arise Academy Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
131
Participants Small participant base
29th
Percentile by assets National rank
$14,509
Avg per participant Low balance/head
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Official DOL plan name: Arise Academy, Inc. 403(b) Plan · Sponsored by Arise Academy · Louisiana · Educational Services

$2M in assets, 131 participants

Arise Academy's Arise Academy, Inc. 403(b) Plan reported $2M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #648 in Educational Services (3,638 peers)

Coverage in Louisiana

Arise Academy, Inc. 403(b) Plan covers 131 participants in Louisiana, about 26% of the average Louisiana filer (state average ~495 per filing). Assets: $2M.

#648
in Educational Services (3,638 peers)
+36.8%
assets growth YoY

Arise Academy, Inc. 403(b) Plan among the smaller filed plans by assets

Arise Academy, Inc. 403(b) Plan vs every filed plan by assets

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

$1,900,744 29th percentile higher than 29% 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

Arise Academy, Inc. 403(b) 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. Arise Academy, Inc. 403(b) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arise Academy, Inc. 403(b) Plan reported net income rose from -$889K in the plan year 2023 filing to $512K in the plan year 2024 filing.
  • Arise Academy, Inc. 403(b) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Arise Academy, Inc. 403(b) Plan reported participants rose from 100 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263240588 · Arise Academy PY 2024 · Profit Sharing

Arise Academy, Inc. 403(b) Plan · $2M · 131 · 29th

  • NET $2M
  • NET 131
  • NET 29th
  • NET Profit Sharing
  • NET near Betancourt & Olivo Retirement Plan
  • NET ind #648

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 Louisiana →

Arise Academy, Inc. 403(b) Plan in the asset neighbourhood

Arise Academy, Inc. 403(b) PlanArise Academy, Inc. 403(b) P…$2MBetancourt & Olivo Retirement PlanBetancourt & Olivo Retiremen…$2MPacific Commercial Equipment, Inc. Profit Sharing PlanPacific Commercial Equipment…$2MStorage First Inc. Retirement PlanStorage First Inc. Retiremen…$2MBingenheimer Holdings Inc. Retirement PlanBingenheimer Holdings Inc. R…$2M
End-of-year total assets ($M) among Arise Academy, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$512K
Employer EIN263240588
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arise Academy)

Sponsor-wide plan assets over time

All Arise Academy plans reported in each filing year

Latest sponsor-wide plan assets
$7M 237.90080748976007% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.14M $7.22M ▲ +237.4%
Year Plans Participants Total Assets
2022 1 120 $2M
2023 1 100 $1M
2024 4 459 $7M

Nearby Profit Sharing Plans in Louisiana

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

Arise Academy, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Arise Academy, Inc. 403(b) Plan, Total assets ($M): 1.900744 · Participants: 131Arise Academy, Inc. 403(b) PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 55.975622 · Participants: 78Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 51.733246 · Participants: 2026Lake Charles Memorial Health System Retirement PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 15.087482 · Participants: 765Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 12.801823 · Participants: 554Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 12.064681 · Participants: 91Service Tool Co., LLC Retirement Plan
Arise Academy, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants

Arise Academy, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Betancourt & Olivo Retirement Plan in PR ($2M); by covered participants it is Charley Toppino & Sons of Key West LLC Profit Sharing Plan in FL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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.

Frequently Asked Questions

How did Arise Academy, Inc. 403(b) Plan assets move in 2024?
Arise Academy, Inc. 403(b) Plan surged - up 36.8% during 2024, from $1M to $2M. Reported net income was $512K.
How have Arise Academy plan assets changed over time?
Across 3 plan years on file (2022-2024), Arise Academy's sponsor-wide assets grew 237.9%, from $2M to $7M.
Which Profit Sharing plans are similar in size to Arise Academy, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Betancourt & Olivo Retirement Plan in PR ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Arise Academy, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Charley Toppino & Sons of Key West LLC Profit Sharing Plan in FL (131 participants, $7M in assets).