Other · DOL Form 5500 · 2022

Episcopal Day School, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
33rd
Percentile by assets National rank
$59,576
Avg per participant Low balance/head
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Official DOL plan name: Episcopal Day School, Inc. · Sponsored by Episcopal Day School, Inc. · North Carolina · Educational Services

$2M in assets, 31 participants

Episcopal Day School, Inc.'s Episcopal Day School, Inc. reported $2M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #892 in Educational Services (4,024 peers)

Episcopal Day School, Inc. multi-year trail

Episcopal Day School, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Episcopal Day School, Inc. at $2M / 31 participants.

#892
in Educational Services (4,024 peers)
-6.9%
assets change YoY

The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Episcopal Day School, Inc. among the smaller filed plans by assets

Episcopal Day School, Inc. vs every filed plan by assets

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

$1,846,841 33rd percentile higher than 33% 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

Episcopal Day School, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Episcopal Day School, Inc. is a small filing (31 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 030518244 · Episcopal Day School, Inc. PY 2022 · Other

Episcopal Day School, Inc. · $2M · 31 · 33rd

  • PHOTO $2M
  • IND 31
  • EOY 33rd
  • 5500 Other
  • ASSETS near The Oaks Academy DC Plan
  • PCT ind #892

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 →

Episcopal Day School, Inc. in the asset neighbourhood

Episcopal Day School, Inc.$2MThe Oaks Academy DC Plan$2MAcbsp Defined Contribution Retirement Plan for All EmployeesAcbsp Defined Contribution R…$2MNeighborly Care Network Retirement PlanNeighborly Care Network Reti…$2MLynchburg Community Action Group, Inc. 401(k) Profit Sharing PlanLynchburg Community Action G…$2M
End-of-year total assets ($M) among Episcopal Day School, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Episcopal Day School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Episcopal Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.60971230798055% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.94M $2.81M ▲ +44.8%
Year Plans Participants Total Assets
2022 2 35 $2M
2023 2 40 $2M
2024 2 44 $3M

Episcopal Day School, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$136K
Employer EIN030518244
Plan Effective Date2003-07-12
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Episcopal Day School, Inc. vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Episcopal Day School, Inc., Total assets ($B): 0.001846841 · Participants: 31Episcopal Day School, Inc.The Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Episcopal Day School, Inc. vs. nearby Other plans in North Carolina, assets vs. participants
Compare Episcopal Day School, Inc. side-by-side with 3 peers →

Episcopal Day School, Inc.'s out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Oaks Academy DC Plan in IN ($2M); by covered participants it is Prevention Resources, Inc. 403(b) in NJ (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Episcopal Day School, Inc. assets move in 2022? ▼
Episcopal Day School, Inc. pulled back noticeably - down 6.9% during 2022, from $2M to $2M. Reported net income was -$136K.
How have Episcopal Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Day School, Inc.'s sponsor-wide assets grew 44.6%, from $2M to $3M.
Which Other plans are similar in size to Episcopal Day School, Inc.? ▼
Among Other plans in other states, the closest by assets is The Oaks Academy DC Plan in IN ($2M, 244 participants).
Which Other plans cover a similar participant headcount to Episcopal Day School, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Prevention Resources, Inc. 403(b) in NJ (31 participants, $398K 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 030518244.

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.