Other · DOL Form 5500 · 2022
Carolina Friends School Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 106
- Participants
- 77th
- Percentile by assets
- $181,084
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 106
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $181,084
- avg assets per participant
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.
Where Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan sits 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
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reports 106 participants - about 13% of that state average ($19M EOY assets).
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)
| 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.
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement 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 Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's numbers.
- By total assets, Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement 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
- Carolina Friends School's sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Educational Services plans