Other · DOL Form 5500 · 2022
Durham Academy, Inc. Retirement Plan
Data updated 2026-08-11
- $57M
- Total assets
- 409
- Participants
- 89th
- Percentile by assets
- $139,482
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $57M
- total plan assets (2022 EOY)
- 409
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $139,482
- avg assets per participant
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.
Where Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan reports 409 participants - about 50% of that state average ($57M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$11M |
| Employer EIN | 560538019 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Durham Academy, Inc.)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan's numbers.
- By total assets, Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Durham Academy, Inc.'s sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Educational Services plans