Other · DOL Form 5500 · 2022
Charlotte Christian School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $77,771
- Avg per participant Below avg balance/head
Official DOL plan name: Charlotte Christian School Retirement Plan · Sponsored by Charlotte Christian School · North Carolina · Other Services
$17M in assets, 216 participants
Charlotte Christian School's Charlotte Christian School Retirement Plan reported $17M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #7,205 in Other Services (8,398 peers)
Coverage in North Carolina
Charlotte Christian School Retirement Plan covers 216 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.
- #7,205
- in Other Services (8,398 peers)
- -12.9%
- 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.
Charlotte Christian School Retirement Plan's outsized position by total assets
Charlotte Christian School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,798,489 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Charlotte Christian School Retirement 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. Charlotte Christian School Retirement Plan sits mid-pack in the medium band (216 participants).
Plan-year Form 5500 strip
Filing strip 560750913 · Charlotte Christian School PY 2022 · Other
Charlotte Christian School Retirement Plan · $17M · 216 · 74th
- NET $17M
- NET 216
- NET 74th
- NET Other
- NET near Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan
- NET ind #7205
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 Other Services retirement plans → · Plans in North Carolina →
Charlotte Christian School Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 560750913 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Christian School)
Sponsor-wide plan assets over time
All Charlotte Christian School plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $17M |
| 2023 | 1 | 188 | N/A |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Charlotte Christian School Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in WI ($17M); by covered participants it is Child360 403(b) Plan in CA (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Child360 403(b) Plan (CA) 216 · 0 off
- Franklin University Tax Deferred Annuity Plan (OH) 216 · 0 off
- Calumet College of Saint Joseph 403(b) DC Plan (IN) 216 · 0 off
- Deutsches Altenheim, Inc. 403(b) Retirement Plan (MA) 216 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.