Other · DOL Form 5500 · 2022
Carolina Friends School Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $181,084
- Avg per participant Above avg balance/head
Official DOL plan name: Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Carolina Friends School · North Carolina · Educational Services
$19M in assets, 106 participants
Carolina Friends School's Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reported $19M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #2,413 in Educational Services (4,024 peers)
Coverage in North Carolina
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan covers 106 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $19M.
- #2,413
- in Educational Services (4,024 peers)
- -13.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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 Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,194,851 Top 23% higher than 77% 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
Carolina Friends School Defined Contribution and Tax Deferred Annuity 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 Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (106 participants).
Form 5500 schedule snapshot
Filing strip 560812560 · Carolina Friends School PY 2022 · Other
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan · $19M · 106 · 77th
- EIN $19M
- RANK 106
- PHOTO 77th
- IND Other
- EOY near Cincinnati Hills Christian Academy Retirement Plan
- 5500 ind #2413
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 Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 560812560 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Friends School)
Sponsor-wide plan assets over time
All Carolina Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 24.192055463207293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $19M |
| 2023 | 1 | 121 | $21M |
| 2024 | 1 | 135 | $24M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Cincinnati Hills Christian Academy Retirement Plan in OH ($19M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.