Other · DOL Form 5500 · 2022

Phoenix Country Day School Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
161
Participants Small participant base
85th
Percentile by assets National rank
$230,007
Avg per participant Above avg balance/head
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Official DOL plan name: Phoenix Country Day School 403b Retirement Plan · Sponsored by Phoenix Country Day School · Arizona · Educational Services

$37M in assets, 161 participants

Phoenix Country Day School's Phoenix Country Day School 403b Retirement Plan reported $37M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,922 in Educational Services (4,024 peers)

Coverage in Arizona

Phoenix Country Day School 403b Retirement Plan covers 161 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $37M.

#2,922
in Educational Services (4,024 peers)
-18.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Country Day School 403b Retirement Plan's outsized position by total assets

Phoenix Country Day School 403b Retirement Plan vs every filed plan by assets

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

$37,031,085 Top 15% higher than 85% 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

Phoenix Country Day School 403b 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. Phoenix Country Day School 403b Retirement Plan sits mid-pack in the medium band (161 participants).

Plan-year Form 5500 strip

Filing strip 860172671 · Phoenix Country Day School PY 2022 · Other

Phoenix Country Day School 403b Retirement Plan · $37M · 161 · 85th

  • TYPE $37M
  • NET 161
  • BOOK 85th
  • VS-ST Other
  • BOY near Landon School Retirement Plan
  • SCH ind #2922

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 Arizona →

Phoenix Country Day School 403b Retirement Plan in the asset neighbourhood

Donald Danforth Plant Science Ctr Defined Contribution Retirement PlanDonald Danforth Plant Scienc…$37MLandon School Retirement Plan$37MPhoenix Country Day School 403b Retirement PlanPhoenix Country Day School 4…$37MNew York University Retirement Plan for Adjunct Faculty MembersNew York University Retireme…$37MPmhcc, Inc. 403(b) Plan$37M
End-of-year total assets ($M) among Phoenix Country Day School 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN860172671
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Country Day School)

Sponsor-wide plan assets over time

All Phoenix Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.891294975559045% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $47.7M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 161 $37M
2023 1 162 $42M
2024 1 159 $48M

Nearby Other Plans in Arizona

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

Phoenix Country Day School 403b Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Phoenix Country Day School 403b Retirement Plan, Total assets ($M): 37.031085 · Participants: 161Phoenix Country Day School 403b Retirement PlanHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Phoenix Country Day School 403b Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Phoenix Country Day School 403b Retirement Plan side-by-side with 3 peers →

Phoenix Country Day School 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Landon School Retirement Plan in MD ($37M); by covered participants it is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Phoenix Country Day School 403b Retirement Plan assets move in 2022? ▼
Phoenix Country Day School 403b Retirement Plan declined sharply - down 18.0% during 2022, from $45M to $37M. Reported net income was -$8M.
How have Phoenix Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Country Day School's sponsor-wide assets grew 28.9%, from $37M to $48M.
Where does Phoenix Country Day School 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Phoenix Country Day School 403b Retirement Plan ranks in the 85th 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 Phoenix Country Day School 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Landon School Retirement Plan in MD ($37M, 176 participants).
Which Other plans cover a similar participant headcount to Phoenix Country Day School 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants, $1M 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 860172671.

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.