Other · DOL Form 5500 · 2022

Cincinnati Country Day School Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
240
Participants Below avg headcount
78th
Percentile by assets National rank
$85,661
Avg per participant Below avg balance/head
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Official DOL plan name: Cincinnati Country Day School Tiaa Cref Retirement Plan · Sponsored by Cincinnati Country Day School · Ohio · Educational Services

$21M in assets, 240 participants

Cincinnati Country Day School's Cincinnati Country Day School Tiaa Cref Retirement Plan reported $21M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,478 in Educational Services (4,024 peers)

Coverage in Ohio

Cincinnati Country Day School Tiaa Cref Retirement Plan covers 240 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#2,478
in Educational Services (4,024 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cincinnati Country Day School Tiaa Cref Retirement Plan's outsized position by total assets

Cincinnati Country Day School Tiaa Cref Retirement Plan vs every filed plan by assets

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

$20,558,641 Top 22% higher than 78% 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

Cincinnati Country Day School Tiaa Cref 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. Cincinnati Country Day School Tiaa Cref Retirement Plan sits mid-pack in the medium band (240 participants).

Form 5500 schedule snapshot

Filing strip 310536970 · Cincinnati Country Day School PY 2022 · Other

Cincinnati Country Day School Tiaa Cref Retirement Plan · $21M · 240 · 78th

  • EBSA $21M
  • PART 240
  • TYPE 78th
  • NET Other
  • BOOK near Womens League Tax Sheltered Annuity Plan
  • VS-ST ind #2478

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 Ohio →

Cincinnati Country Day School Tiaa Cref Retirement Plan in the asset neighbourhood

St. George's Independent School 403(b) Retirement PlanSt. George's Independent Sch…$21MBerry College Tax-Deferred Annuity PlanBerry College Tax-Deferred A…$21MCincinnati Country Day School Tiaa Cref Retirement PlanCincinnati Country Day Schoo…$21MWomens League Tax Sheltered Annuity PlanWomens League Tax Sheltered …$21M403(b) Thrift Plan for Employees of Planned Parenthood North Central States403(b) Thrift Plan for Emplo…$21M
End-of-year total assets ($M) among Cincinnati Country Day School Tiaa Cref Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN310536970
Plan Effective Date1962-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cincinnati Country Day School)

Sponsor-wide plan assets over time

All Cincinnati Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.042145879195033% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.6M $24.3M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 240 $21M
2023 1 234 $22M
2024 1 251 $24M

Nearby Other Plans in Ohio

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

Cincinnati Country Day School Tiaa Cref Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cincinnati Country Day School Tiaa Cref Retirement Plan, Total assets ($B): 0.020558641 · Participants: 240Cincinnati Country Day School Tiaa Cref Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Cincinnati Country Day School Tiaa Cref Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Cincinnati Country Day School Tiaa Cref Retirement Plan side-by-side with 3 peers →

Cincinnati Country Day School Tiaa Cref Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Womens League Tax Sheltered Annuity Plan in NY ($21M); by covered participants it is Illinois College of Optometry Master Retirement and Annuity Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Cincinnati Country Day School Tiaa Cref Retirement Plan assets move in 2022? ▼
Cincinnati Country Day School Tiaa Cref Retirement Plan declined sharply - down 15.6% during 2022, from $24M to $21M. Reported net income was -$4M.
How have Cincinnati Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cincinnati Country Day School's sponsor-wide assets grew 18.0%, from $21M to $24M.
Where does Cincinnati Country Day School Tiaa Cref Retirement Plan rank by assets among Form 5500 filers? ▼
Cincinnati Country Day School Tiaa Cref Retirement Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Cincinnati Country Day School Tiaa Cref Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Womens League Tax Sheltered Annuity Plan in NY ($21M, 653 participants).
Which Other plans cover a similar participant headcount to Cincinnati Country Day School Tiaa Cref Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois College of Optometry Master Retirement and Annuity Plan in IL (240 participants, $88M 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 310536970.

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.