401(k) · DOL Form 5500 · 2022

Carolina Day School, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
185
Participants Below avg headcount
70th
Percentile by assets National rank
$70,319
Avg per participant Below avg balance/head
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Official DOL plan name: Carolina Day School Defined Contribution Retirement Plan · Sponsored by Carolina Day School, Inc. · North Carolina · Educational Services

$13M in assets, 185 participants

Carolina Day School, Inc.'s Carolina Day School Defined Contribution Retirement Plan reported $13M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,104 in Educational Services (4,024 peers)

Coverage in North Carolina

Carolina Day School Defined Contribution Retirement Plan covers 185 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#2,104
in Educational Services (4,024 peers)
-19.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Day School Defined Contribution Retirement Plan's outsized position by total assets

Carolina Day School Defined Contribution Retirement Plan vs every filed plan by assets

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

$13,009,002 Top 30% higher than 70% 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

Carolina Day School Defined Contribution 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. Carolina Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (185 participants).

EBSA filing schedule strip

Filing strip 560125490 · Carolina Day School, Inc. PY 2022 · 401(k)

Carolina Day School Defined Contribution Retirement Plan · $13M · 185 · 70th

  • VS-ST $13M
  • VS-ST 185
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Standard Construction Co., Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2104

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 →

Carolina Day School Defined Contribution Retirement Plan in the asset neighbourhood

Carolina Day School Defined Contribution Retirement PlanCarolina Day School Defined …$13MStandard Construction Co., Inc. 401(k) Profit Sharing PlanStandard Construction Co., I…$13MHometown America, LLC Retirement Readiness 401(k) PlanHometown America, LLC Retire…$13MV & V Supremo Foods, Inc. 401(k) PlanV & V Supremo Foods, Inc. 40…$13MFred Olivieri Construction Company 401(k) & Profit Sharing PlanFred Olivieri Construction C…$13M
End-of-year total assets ($M) among Carolina Day School Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN560125490
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Day School, Inc.)

Sponsor-wide plan assets over time

All Carolina Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.25700295841295% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $16.2M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 185 $13M
2023 1 223 $15M
2024 1 168 $16M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carolina Day School Defined Contribution Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Day School Defined Contribution Retirement Plan, Total assets ($B): 0.013009002 · Participants: 185Carolina Day School Defined Contribution Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Carolina Day School Defined Contribution Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Day School Defined Contribution Retirement Plan side-by-side with 3 peers →

Carolina Day School Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Standard Construction Co., Inc. 401(k) Profit Sharing Plan in TN ($13M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Carolina Day School Defined Contribution Retirement Plan assets move in 2022? ▼
Carolina Day School Defined Contribution Retirement Plan declined sharply - down 19.6% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Carolina Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Day School, Inc.'s sponsor-wide assets grew 24.3%, from $13M to $16M.
Which 401(k) plans are similar in size to Carolina Day School Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Standard Construction Co., Inc. 401(k) Profit Sharing Plan in TN ($13M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Day School Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 participants, N/A 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 560125490.

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.