Profit Sharing · DOL Form 5500 · 2024

New Visions for Public Schools Profit Sharing Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
660
Participants Below avg headcount
88th
Percentile by assets National rank
$111,941
Avg per participant Below avg balance/head
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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.

  • #7,350 in Other Services (7,719 peers)

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.

#7,350
in Other Services (7,719 peers)
+11.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

New Visions for Public Schools 403(b) Plan's outsized position by total assets

New Visions for Public Schools 403(b) Plan vs every filed plan by assets

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

$73,881,346 Top 12% higher than 88% 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

New Visions for Public Schools 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. New Visions for Public Schools 403(b) Plan sits mid-pack in the medium band (660 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133538961 · New Visions for Public Schools PY 2024 · Profit Sharing

New Visions for Public Schools 403(b) Plan · $74M · 660 · 88th

  • PCT $74M
  • PCT 660
  • PCT 88th
  • PCT Profit Sharing
  • PCT near Avm, L.P. Profit Sharing Plan
  • PCT ind #7350

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 Other Services retirement plans → · Plans in New York →

New Visions for Public Schools 403(b) Plan in the asset neighbourhood

Avm, L.P. Profit Sharing Plan$75MNew Visions for Public Schools 403(b) PlanNew Visions for Public Schoo…$74MElectrical Workers Pension Fund Part CElectrical Workers Pension F…$73MAmericas 403b Pep$73MBaker & Taylor Retirement Savings PlanBaker & Taylor Retirement Sa…$73M
End-of-year total assets ($M) among New Visions for Public Schools 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$74M
Net Income$10M
Employer EIN133538961
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Visions for Public Schools)

Sponsor-wide plan assets over time

All New Visions for Public Schools plans reported in each filing year

Latest sponsor-wide plan assets
$74M 40.077173001409314% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.7M $73.9M ▲ +40.1%
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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants New Visions for Public Schools 403(b) Plan, Total assets ($B): 0.073881346 · Participants: 660New Visions for Public Schools 403(b) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
New Visions for Public Schools 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare New Visions for Public Schools 403(b) Plan side-by-side with 3 peers →

New Visions for Public Schools 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Avm, L.P. Profit Sharing Plan in FL ($75M); by covered participants it is The Community Builders, Inc. 403(b) Plan in MA (661 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (660 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 New Visions for Public Schools 403(b) Plan assets move in 2024? ▼
New Visions for Public Schools 403(b) Plan grew at a solid clip - up 11.0% during 2024, from $67M to $74M. Reported net income was $10M.
How have New Visions for Public Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Visions for Public Schools's sponsor-wide assets grew 40.1%, from $53M to $74M.
Where does New Visions for Public Schools 403(b) Plan rank by assets among Form 5500 filers? ▼
New Visions for Public Schools 403(b) Plan ranks in the 88th 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 Profit Sharing plans are similar in size to New Visions for Public Schools 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Avm, L.P. Profit Sharing Plan in FL ($75M, 77 participants).
Which Profit Sharing plans cover a similar participant headcount to New Visions for Public Schools 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Community Builders, Inc. 403(b) Plan in MA (661 participants, $46M 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 133538961.

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.