Other · DOL Form 5500 · 2022
Charlotte Country Day School Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 353
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $200,759
- Avg per participant Above avg balance/head
Official DOL plan name: Charlotte Country Day School Retirement Plan · Sponsored by Charlotte Country Day School · North Carolina · Educational Services
$71M in assets, 353 participants
Charlotte Country Day School's Charlotte Country Day School Retirement Plan reported $71M in total assets and 353 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,331 in Educational Services (4,024 peers)
Coverage in North Carolina
Charlotte Country Day School Retirement Plan covers 353 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $71M.
- #3,331
- in Educational Services (4,024 peers)
- -11.7%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charlotte Country Day School Retirement Plan's outsized position by total assets
Charlotte Country Day School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,867,815 Top 9% higher than 91% 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 Country Day 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 Country Day School Retirement Plan sits mid-pack in the medium band (353 participants).
Plan-year Form 5500 strip
Filing strip 560623935 · Charlotte Country Day School PY 2022 · Other
Charlotte Country Day School Retirement Plan · $71M · 353 · 91st
- ASSETS $71M
- PCT 353
- EIN 91st
- RANK Other
- PHOTO near The Columbus Academy Defined Contribution Retirement Plan
- IND ind #3331
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 →
Charlotte Country Day School Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | -$9M |
| Employer EIN | 560623935 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Country Day School)
Sponsor-wide plan assets over time
All Charlotte Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 28.384291232910176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 353 | $71M |
| 2023 | 1 | 384 | $82M |
| 2024 | 1 | 408 | $91M |
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 Country Day School Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Columbus Academy Defined Contribution Retirement Plan in OH ($71M); by covered participants it is Hacienda, Inc. Retirement Plan in AZ (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Hacienda, Inc. Retirement Plan (AZ) 353 · 0 off
- Los Angeles Centers for Alcohol and Drug Abuse 403(b) Plan (CA) 353 · 0 off
- The College of Idaho 403(b) Retirement Plan (ID) 352 · 1 off
- New Hope of Indiana, Inc. 403(b) Plan (IN) 354 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.