Profit Sharing · DOL Form 5500 · 2024

Alliance Preparatory Schools, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
176
Participants Small participant base
31st
Percentile by assets National rank
$13,000
Avg per participant Low balance/head
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Official DOL plan name: Alliance Preparatory Schools ERISA 403(b) Plan · Sponsored by Alliance Preparatory Schools, Inc. · North Carolina · Educational Services

$2M in assets, 176 participants

Alliance Preparatory Schools, Inc.'s Alliance Preparatory Schools ERISA 403(b) Plan reported $2M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #691 in Educational Services (3,638 peers)

Coverage in North Carolina

Alliance Preparatory Schools ERISA 403(b) Plan covers 176 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#691
in Educational Services (3,638 peers)
+19.3%
assets growth YoY

Alliance Preparatory Schools ERISA 403(b) Plan among the smaller filed plans by assets

Alliance Preparatory Schools ERISA 403(b) Plan vs every filed plan by assets

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

$2,288,047 31st percentile higher than 31% 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

Alliance Preparatory Schools ERISA 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. Alliance Preparatory Schools ERISA 403(b) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Preparatory Schools ERISA 403(b) Plan reported net income fell from $580K in the plan year 2023 filing to $371K in the plan year 2024 filing.
  • Alliance Preparatory Schools ERISA 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Alliance Preparatory Schools ERISA 403(b) Plan reported participants rose from 167 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 464207477 · Alliance Preparatory Schools, Inc. PY 2024 · Profit Sharing

Alliance Preparatory Schools ERISA 403(b) Plan · $2M · 176 · 31st

  • VS-ST $2M
  • VS-ST 176
  • VS-ST 31st
  • VS-ST Profit Sharing
  • VS-ST near K6 Ventures, Inc. Profit Sharing Plan & Trust
  • VS-ST ind #691

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 North Carolina →

Alliance Preparatory Schools ERISA 403(b) Plan in the asset neighbourhood

Alliance Preparatory Schools ERISA 403(b) PlanAlliance Preparatory Schools…$2MK6 Ventures, Inc. Profit Sharing Plan & TrustK6 Ventures, Inc. Profit Sha…$2MS Rao Talla Md PC Profit Sharing PlanS Rao Talla Md PC Profit Sha…$2MAce Barnes Hardware Employees Profit Sharing PlanAce Barnes Hardware Employee…$2MAlas Partners, Inc. Retirement PlanAlas Partners, Inc. Retireme…$2M
End-of-year total assets ($M) among Alliance Preparatory Schools ERISA 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$371K
Employer EIN464207477
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Preparatory Schools, Inc.)

Sponsor-wide plan assets over time

All Alliance Preparatory Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 71.15864090263383% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.34M $2.29M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 144 $1M
2023 1 167 $2M
2024 1 176 $2M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Alliance Preparatory Schools ERISA 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Alliance Preparatory Schools ERISA 403(b) Plan, Total assets ($B): 0.002288047 · Participants: 176Alliance Preparatory Schools ERISA 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Alliance Preparatory Schools ERISA 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Alliance Preparatory Schools ERISA 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is K6 Ventures, Inc. Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Soldier on 403(b) Plan in MA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Alliance Preparatory Schools ERISA 403(b) Plan assets move in 2024?
Alliance Preparatory Schools ERISA 403(b) Plan grew sharply - up 19.3% during 2024, from $2M to $2M. Reported net income was $371K.
How have Alliance Preparatory Schools, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alliance Preparatory Schools, Inc.'s sponsor-wide assets grew 71.2%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Alliance Preparatory Schools ERISA 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is K6 Ventures, Inc. Profit Sharing Plan & Trust in TX ($2M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Alliance Preparatory Schools ERISA 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Soldier on 403(b) Plan in MA (176 participants, $9M in assets).