Other · DOL Form 5500 · 2024
Poly Prep Country Day School Retirement Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 297
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $346,888
- Avg per participant High balance/head
Official DOL plan name: Poly Prep Country Day School Defined Contribution Plan · Sponsored by Poly Prep Country Day School · New York · Educational Services
$103M in assets, 297 participants
Poly Prep Country Day School's Poly Prep Country Day School Defined Contribution Plan reported $103M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,047 in Educational Services (3,638 peers)
Coverage in New York
Poly Prep Country Day School Defined Contribution Plan covers 297 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $103M.
- #3,047
- in Educational Services (3,638 peers)
- +8.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Poly Prep Country Day School Defined Contribution Plan's outsized position by total assets
Poly Prep Country Day School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,025,623 Top 9% higher than 91% 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
Poly Prep Country Day School Defined Contribution 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. Poly Prep Country Day School Defined Contribution Plan sits mid-pack in the medium band (297 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Poly Prep Country Day School Defined Contribution Plan reported participants rose from 266 in the plan year 2023 filing to 297 in the plan year 2024 filing.
- Poly Prep Country Day School Defined Contribution Plan end-of-year assets rose from $95M in the plan year 2023 filing to $103M in the plan year 2024 filing.
DOL schedule card
Filing strip 111630821 · Poly Prep Country Day School PY 2024 · Other
Poly Prep Country Day School Defined Contribution Plan · $103M · 297 · 91st
- TYPE $103M
- TYPE 297
- TYPE 91st
- TYPE Other
- TYPE near Butler Memorial Hospital 403(b) Plan
- TYPE ind #3047
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 →
Poly Prep Country Day School Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $8M |
| Employer EIN | 111630821 |
| Plan Effective Date | 1921-02-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Poly Prep Country Day School)
Sponsor-wide plan assets over time
All Poly Prep Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 18.07773723599413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $87M |
| 2023 | 1 | 266 | $95M |
| 2024 | 1 | 297 | $103M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Poly Prep Country Day School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Butler Memorial Hospital 403(b) Plan in PA ($103M); by covered participants it is Astm Tax Sheltered Savings Plan in PA (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
Similar participant headcount
Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.
- Astm Tax Sheltered Savings Plan (PA) 297 · 0 off
- Christopher Rural Health Planning Corporation Retirement Plan (IL) 297 · 0 off
- 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. (PA) 297 · 0 off
- Florida Christian School of Dade Co., Inc. Retirement Plan (FL) 297 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.