401(k) · DOL Form 5500 · 2024

Success Academy Charter Schools 401(k) Plan

Data updated 2026-08-11

$135M
Total assets
2,358
Participants
92nd
Percentile by assets
$57,152
Avg per participant
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Official DOL plan name: Success Academy Charter Schools Retirement Plan · Sponsored by Success Academy Charter Schools · New York · Educational Services

$135M in assets, 2,358 participants

Success Academy Charter Schools's Success Academy Charter Schools Retirement Plan reported $135M in total assets and 2,358 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #3,160 in Educational Services (3,638 peers)

Coverage in New York

Success Academy Charter Schools Retirement Plan covers 2,358 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $135M.

$135M
total plan assets (2024 EOY)
2,358
covered participants
92nd
percentile by assets (of 123,622 plans)
$57,152
avg assets per participant

Where Success Academy Charter Schools Retirement Plan sits by total assets

Success Academy Charter Schools Retirement Plan vs every filed plan by assets

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

$134,763,348 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Success Academy Charter Schools Retirement Plan reported participants fell from 3,087 in the plan year 2023 filing to 2,358 in the plan year 2024 filing.
  • Success Academy Charter Schools Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Success Academy Charter Schools Retirement Plan end-of-year assets rose from $119M in the plan year 2023 filing to $135M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Success Academy Charter Schools Retirement Plan reports 2,358 participants - 3.0x that state average ($135M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$135M
Net Income$15M
Employer EIN205298861
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Success Academy Charter Schools)

$80M$100M$120M$140M 202220232024 $99.6M $135M ▲ +35.3%
Total plan assets by year, all Success Academy Charter Schools plans on file
Year Plans Participants Total Assets
2022 1 2,923 $100M
2023 1 3,087 $119M
2024 1 2,358 $135M

Nearby 401(k) Plans in New York

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

Success Academy Charter Schools Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Success Academy Char…, Total assets ($B): 0.134763348 · Participants: 2358Success Academy Char…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Success Academy Charter Schools Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Success Academy Charter Schools Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Success Academy Charter Schools Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Success Academy Charter Schools Retirement Plan assets move in 2024? ▼
Success Academy Charter Schools Retirement Plan grew at a solid clip - up 12.8% during 2024, from $119M to $135M. Reported net income was $15M.
How have Success Academy Charter Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Success Academy Charter Schools's sponsor-wide assets grew 35.3%, from $100M to $135M.
Where does Success Academy Charter Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Success Academy Charter Schools Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Success Academy Charter Schools Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centuri Group, Inc. Profit Sharing Plan in AZ ($135M, 1,359 participants).

Next read for Success Academy Charter Schools Retireme…

Filing takeaways

Ways to act on Success Academy Charter Schools Retirement Plan's numbers.

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 205298861.

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.