Other · DOL Form 5500 · 2024
Ums-Wright Preparatory School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $144,773
- Avg per participant Above avg balance/head
Official DOL plan name: Ums-Wright Preparatory School 403(b) Plan · Sponsored by Ums-Wright Preparatory School · Alabama · Educational Services
$27M in assets, 188 participants
Ums-Wright Preparatory School's Ums-Wright Preparatory School 403(b) Plan reported $27M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,183 in Educational Services (3,638 peers)
Where Ums-Wright Preparatory School 403(b) Plan sits by assets
Ums-Wright Preparatory School 403(b) Plan sits in the top quartile of all filed plans by assets, $27M for 188 participants (~$144,773/participant), up 15.5% in 2024.
- #2,183
- in Educational Services (3,638 peers)
- +15.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ums-Wright Preparatory School 403(b) Plan's outsized position by total assets
Ums-Wright Preparatory School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,217,387 Top 24% higher than 76% 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
Ums-Wright Preparatory School 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. Ums-Wright Preparatory School 403(b) Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ums-Wright Preparatory School 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ums-Wright Preparatory School 403(b) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Ums-Wright Preparatory School 403(b) Plan reported participants rose from 176 in the plan year 2023 filing to 188 in the plan year 2024 filing.
DOL schedule card
Filing strip 630310782 · Ums-Wright Preparatory School PY 2024 · Other
Ums-Wright Preparatory School 403(b) Plan · $27M · 188 · 76th
- PCT $27M
- PCT 188
- PCT 76th
- PCT Other
- PCT near Northeast Kingdom Human Services, Inc. DC Plan
- PCT ind #2183
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 Alabama →
Ums-Wright Preparatory School 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 630310782 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ums-Wright Preparatory School)
Sponsor-wide plan assets over time
All Ums-Wright Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 32.18807418939853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $21M |
| 2023 | 1 | 176 | $24M |
| 2024 | 1 | 188 | $27M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
Ums-Wright Preparatory School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Northeast Kingdom Human Services, Inc. DC Plan in VT ($27M); by covered participants it is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 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.