Other · DOL Form 5500 · 2022

Durham Academy, Inc. Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
409
Participants Below avg headcount
89th
Percentile by assets National rank
$139,482
Avg per participant Near avg balance/head
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Official DOL plan name: Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Durham Academy, Inc. · North Carolina · Educational Services

$57M in assets, 409 participants

Durham Academy, Inc.'s Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan reported $57M in total assets and 409 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,206 in Educational Services (4,024 peers)

Coverage in North Carolina

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan covers 409 participants in North Carolina, about 50% of the average North Carolina filer (state average ~819 per filing). Assets: $57M.

#3,206
in Educational Services (4,024 peers)
-16.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets

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

$57,047,948 Top 11% higher than 89% 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

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity 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. Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (409 participants).

Plan-year Form 5500 strip

Filing strip 560538019 · Durham Academy, Inc. PY 2022 · Other

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan · $57M · 409 · 89th

  • SCH $57M
  • SCH 409
  • SCH 89th
  • SCH Other
  • SCH near Westminster School Defined Contribution Plan
  • SCH ind #3206

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 →

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood

Hiram College Retirement Plan$57MTower Hill School Defined Contribution Retirement PlanTower Hill School Defined Co…$57MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$57MWestminster School Defined Contribution PlanWestminster School Defined C…$57MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$57M
End-of-year total assets ($M) among Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$57M
Net Income-$11M
Employer EIN560538019
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Durham Academy, Inc.)

Sponsor-wide plan assets over time

All Durham Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 23.984401682598644% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.1M $70.7M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 409 $57M
2023 1 413 $64M
2024 1 486 $71M

Nearby Other Plans in North Carolina

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

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.057047948 · Participants: 409Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanThe 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
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan side-by-side with 3 peers →

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Westminster School Defined Contribution Plan in CT ($57M); by covered participants it is Avenal Community Health Center 403(b) Plan in CA (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan assets move in 2022? ▼
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan declined sharply - down 16.3% during 2022, from $68M to $57M. Reported net income was -$11M.
How have Durham Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Durham Academy, Inc.'s sponsor-wide assets grew 24.0%, from $57M to $71M.
Where does Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan ranks in the 89th 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 Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Westminster School Defined Contribution Plan in CT ($57M, 151 participants).
Which Other plans cover a similar participant headcount to Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Avenal Community Health Center 403(b) Plan in CA (409 participants, $5M 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 560538019.

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.