Other · DOL Form 5500 · 2022
Episcopal Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $96K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $23,983
- Avg per participant Low balance/head
Official DOL plan name: Episcopal Day School, Inc. · Sponsored by Episcopal Day School, Inc. · North Carolina · Educational Services
$96K in assets, 4 participants
Episcopal Day School, Inc.'s Episcopal Day School, Inc. reported $96K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #195 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 $96K / 4 participants.
- #195
- in Educational Services (4,024 peers)
- -16.4%
- assets change YoY
The plan reported a net loss of $19K 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
$95,931 6th percentile higher than 6% 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
Episcopal Day School, Inc. among micro 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 micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 030518244 · Episcopal Day School, Inc. PY 2022 · Other
Episcopal Day School, Inc. · $96K · 4 · 6th
- BOY $96K
- SCH 4
- EBSA 6th
- PART Other
- TYPE near The Harbor School 403(b) Tda Plan - #358480
- NET ind #195
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. 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
| 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) | $115K |
|---|---|
| Net Assets (End of Year) | $96K |
| Net Income | -$19K |
| Employer EIN | 030518244 |
| Plan Effective Date | 2003-07-12 |
| Filing Status | FILING RECEIVED |
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
Episcopal Day School, Inc.'s out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Harbor School 403(b) Tda Plan - #358480 in WA ($96K); by covered participants it is Good of All in DC (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.