401(k) · DOL Form 5500 · 2024

The Academy Charter School 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
598
Participants Below avg headcount
63rd
Percentile by assets National rank
$23,564
Avg per participant Low balance/head
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Official DOL plan name: The Academy Charter School 401(k) Plan · Sponsored by The Academy Charter School · New York · Educational Services

$14M in assets, 598 participants

The Academy Charter School's The Academy Charter School 401(k) Plan reported $14M in total assets and 598 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,670 in Educational Services (3,638 peers)

The Academy Charter School multi-year trail

The Academy Charter School's plans moved +92.4% in assets from 2022 to 2024; this filing shows The Academy Charter School 401(k) Plan at $14M / 598 participants.

#1,670
in Educational Services (3,638 peers)
+33.3%
assets growth YoY

The Academy Charter School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

The Academy Charter School 401(k) Plan vs every filed plan by assets

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

$14,091,003 Top 37% higher than 63% 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

The Academy Charter School 401(k) 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. The Academy Charter School 401(k) Plan sits mid-pack in the medium band (598 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Academy Charter School 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • The Academy Charter School 401(k) Plan reported participants rose from 527 in the plan year 2023 filing to 598 in the plan year 2024 filing.
  • The Academy Charter School 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800353508 · The Academy Charter School PY 2024 · 401(k)

The Academy Charter School 401(k) Plan · $14M · 598 · 63rd

  • 5500 $14M
  • 5500 598
  • 5500 63rd
  • 5500 401(k)
  • 5500 near The Riseit 401(k) Plan
  • 5500 ind #1670

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 →

The Academy Charter School 401(k) Plan in the asset neighbourhood

The Academy Charter School 401(k) PlanThe Academy Charter School 4…$14MThe Riseit 401(k) Plan$14MBoulder Valley Gastroenterology, Inc. Profit Sharing PlanBoulder Valley Gastroenterol…$14MJohn H. Northrop & Associates, Inc. 401(k) Safe Harbor PlanJohn H. Northrop & Associate…$14MRed Violet, Inc. 401(k) Plan$14M
End-of-year total assets ($M) among The Academy Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Academy Charter School multi-year asset trail

Sponsor-wide plan assets over time

All The Academy Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$14M 92.4456724520996% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $7.32M $14.1M ▲ +92.5%
Year Plans Participants Total Assets
2022 1 521 $7M
2023 1 527 $11M
2024 1 598 $14M

The Academy Charter School filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN800353508
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Academy Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Academy Charter School 401(k) Plan, Total assets ($B): 0.014091003 · Participants: 598The Academy Charter School 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Academy Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Academy Charter School 401(k) Plan side-by-side with 3 peers →

The Academy Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Riseit 401(k) Plan in TX ($14M); by covered participants it is Hill, Barth & King, LLC 401(k) Profit Sharing Plan in OH (598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (598 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 The Academy Charter School 401(k) Plan assets move in 2024? ▼
The Academy Charter School 401(k) Plan surged - up 33.3% during 2024, from $11M to $14M. Reported net income was $4M.
How have The Academy Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Academy Charter School's sponsor-wide assets grew 92.4%, from $7M to $14M.
Which 401(k) plans are similar in size to The Academy Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Riseit 401(k) Plan in TX ($14M, 339 participants).
Which 401(k) plans cover a similar participant headcount to The Academy Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hill, Barth & King, LLC 401(k) Profit Sharing Plan in OH (598 participants, $97M 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 800353508.

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.