401(k) · DOL Form 5500 · 2022

Carrollwood Day School 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
197
Participants Below avg headcount
65th
Percentile by assets National rank
$50,658
Avg per participant Low balance/head
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Official DOL plan name: Carrollwood Day School 401(k) Profit Sharing Plan · Sponsored by Carrollwood Day School · Florida · Educational Services

$10M in assets, 197 participants

Carrollwood Day School's Carrollwood Day School 401(k) Profit Sharing Plan reported $10M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,919 in Educational Services (4,024 peers)

Coverage in Florida

Carrollwood Day School 401(k) Profit Sharing Plan covers 197 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#1,919
in Educational Services (4,024 peers)
-17.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrollwood Day School 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Carrollwood Day School 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,979,549 Top 35% higher than 65% of 139,123 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 2022

Carrollwood Day School 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrollwood Day School 401(k) Profit Sharing Plan sits mid-pack in the medium band (197 participants).

Form 5500 schedule snapshot

Filing strip 311581952 · Carrollwood Day School PY 2022 · 401(k)

Carrollwood Day School 401(k) Profit Sharing Plan · $10M · 197 · 65th

  • BOOK $10M
  • VS-ST 197
  • BOY 65th
  • SCH 401(k)
  • EBSA near Cedar Grove Systems, LLC 401(k) Plan
  • PART ind #1919

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 Florida →

Carrollwood Day School 401(k) Profit Sharing Plan in the asset neighbourhood

Carrollwood Day School 401(k) Profit Sharing PlanCarrollwood Day School 401(k…$10MCedar Grove Systems, LLC 401(k) PlanCedar Grove Systems, LLC 401…$10MBank of Labor Retirement Plan$10MProcess Equipment & Service Company, Inc. 401(k) PlanProcess Equipment & Service …$10MThe Blair Companies Retirement Income PlanThe Blair Companies Retireme…$10M
End-of-year total assets ($M) among Carrollwood Day School 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN311581952
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrollwood Day School)

Sponsor-wide plan assets over time

All Carrollwood Day School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.048620622775776% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.3M $16.8M ▼ -21.1%
Year Plans Participants Total Assets
2022 2 391 $21M
2023 1 212 $15M
2024 1 248 $17M

Nearby 401(k) Plans in Florida

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

Carrollwood Day School 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Carrollwood Day School 401(k) Profit Sharing Plan, Total assets ($B): 0.009979549 · Participants: 197Carrollwood Day School 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Carrollwood Day School 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carrollwood Day School 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carrollwood Day School 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cedar Grove Systems, LLC 401(k) Plan in WA ($10M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carrollwood Day School 401(k) Profit Sharing Plan assets move in 2022? ▼
Carrollwood Day School 401(k) Profit Sharing Plan declined sharply - down 17.1% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Carrollwood Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrollwood Day School's sponsor-wide assets declined 21.0%, from $21M to $17M.
Which 401(k) plans are similar in size to Carrollwood Day School 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cedar Grove Systems, LLC 401(k) Plan in WA ($10M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Carrollwood Day School 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311581952.

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.