Profit Sharing · DOL Form 5500 · 2024
New Visions for Public Schools Profit Sharing Plan
Data updated 2026-07-24
- $74M
- Total assets
- 660
- Participants
- 88th
- Percentile by assets
- $111,941
- Avg per participant
Official DOL plan name: New Visions for Public Schools 403(b) Plan · Sponsored by New Visions for Public Schools · New York · Other Services
$74M in assets, 660 participants
New Visions for Public Schools's New Visions for Public Schools 403(b) Plan reported $74M in total assets and 660 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 116,472 plans)
Where New Visions for Public Schools 403(b) Plan sits by assets
New Visions for Public Schools 403(b) Plan sits in the top quartile of all filed plans by assets, $74M for 660 participants (~$111,941/participant), up 11.0% in 2024.
- $74M
- total plan assets (2024 EOY)
- 660
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $111,941
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Visions for Public Schools 403(b) Plan reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- New Visions for Public Schools 403(b) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- New Visions for Public Schools 403(b) Plan reported participants fell from 719 in the plan year 2023 filing to 660 in the plan year 2024 filing.
New Visions for Public Schools 403(b) Plan vs the 2024 asset distribution
By assets, New Visions for Public Schools 403(b) Plan outranks 88% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $10M |
| Employer EIN | 133538961 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Visions for Public Schools)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 731 | $53M |
| 2023 | 1 | 719 | $67M |
| 2024 | 1 | 660 | $74M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
New Visions for Public Schools 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
- Mason Tenders District Council Annuity Fund $944M · 11,824
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to New Visions for Public Schools 403(b) Plan by total assets, not by location.
- Avm, L.P. Profit Sharing Plan (FL) $75M · 77
- Electrical Workers Pension Fund Part C (MN) $73M · 194
- Americas 403b Pep (PA) $73M · 1,477
- Baker & Taylor Retirement Savings Plan (NC) $73M · 1,336
Frequently Asked Questions
How did New Visions for Public Schools 403(b) Plan assets move in 2024? ▼
How have New Visions for Public Schools plan assets changed over time? ▼
Where does New Visions for Public Schools 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to New Visions for Public Schools 403(b) Plan? ▼
Next read for New Visions for Public Schools 403(b) Pl…
Scale reading
Ways to act on New Visions for Public Schools 403(b) Plan's numbers.
- By total assets, New Visions for Public Schools 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- New Visions for Public Schools's sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Other Services plans
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 133538961.
Read our methodology - how this data is sourced, computed, and verified.