Success Academy Charter Schools 401(k) plan

Success Academy Charter Schools, New York, NY. EIN 20-5298861. Annual reports 2009–2024. Also filed as Success Charter Network, Inc.

Success Academy Charter Schools has one active retirement plan on file, the Success Academy Charter Schools Retirement Plan, with 6,462 participants and $135 million in assets in 2024. Empower has been its recordkeeper since 2020. No traditional pension plan appears in Success Academy Charter Schools's filings since 2009.

Active plans: 1
Participants: 6,462
Plan assets: $135 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Education

The plan

Success Academy Charter Schools Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 20-5298861
Participants (2024): 6,462
Net assets (2024): $135 million
Recordkeeper: EmpowerEarlier: Standard (StanCorp) (2009–2019)
Plan administrator: Success Academy Charter Schools
120 Wall ST Floor 6
New York, NY 10005
(332) 222-5658As filed for 2024
In effect since: July 1, 2010

Earlier sponsor: Success Charter Network, Inc. (2009–2010).

Earlier plan names: Success Charter Network Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,462	$135 million	Empower
2023	5,425	$119 million	Empower
2022	5,106	$99.6 million	Empower
2021	4,689	$82.8 million	Empower
2020	4,610	$96.2 million	Empower
2019	4,959	$65.5 million	Standard (StanCorp)
2018	3,509	$54.5 million	Standard (StanCorp)
2017	3,038	$42.8 million	Standard (StanCorp)
2016	2,567	$31.2 million	Standard (StanCorp)
2015	2,187	$20.7 million	Standard (StanCorp)
2014	1,862	$14.3 million	Standard (StanCorp)
2013	1,339	$9.6 million	Standard (StanCorp)
2012	1,028	$5.7 million	Standard (StanCorp)
2011	616	$3.1 million	Standard (StanCorp)
2010	416	$1.8 million	Standard (StanCorp)
2009	227	$755,729	Standard (StanCorp)

If you had money in one of these plans

Call Empower (empower.com), which runs the Success Academy Charter Schools Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((332) 222-5658). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Success Academy Charter Schools Retirement Plan

If you had money in one of these plans

What these numbers are

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