401(k) · DOL Form 5500 · 2022
Cardigan Mountain School 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $168,772
- Avg per participant Above avg balance/head
Official DOL plan name: Cardigan Mountain School DC Retirement Plan · Sponsored by Cardigan Mountain School · New Hampshire · Educational Services
$22M in assets, 130 participants
Cardigan Mountain School's Cardigan Mountain School DC Retirement Plan reported $22M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #2,542 in Educational Services (4,024 peers)
Coverage in New Hampshire
Cardigan Mountain School DC Retirement Plan covers 130 participants in New Hampshire, about 43% of the average New Hampshire filer (state average ~301 per filing). Assets: $22M.
- #2,542
- in Educational Services (4,024 peers)
- -11.0%
- 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.
Cardigan Mountain School DC Retirement Plan's outsized position by total assets
Cardigan Mountain School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,940,386 Top 21% higher than 79% 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
Cardigan Mountain School DC 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. Cardigan Mountain School DC Retirement Plan sits mid-pack in the medium band (130 participants).
DOL schedule card
Filing strip 020223580 · Cardigan Mountain School PY 2022 · 401(k)
Cardigan Mountain School DC Retirement Plan · $22M · 130 · 79th
- NET $22M
- NET 130
- NET 79th
- NET 401(k)
- NET near North American Risk Services, Inc. 401(k) Plan
- NET ind #2542
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 New Hampshire →
Cardigan Mountain School DC Retirement Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$3M |
| Employer EIN | 020223580 |
| Plan Effective Date | 1979-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardigan Mountain School)
Sponsor-wide plan assets over time
All Cardigan Mountain School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 23.5836005802268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $22M |
| 2023 | 1 | 127 | $25M |
| 2024 | 1 | 126 | $27M |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $489M · 11,834
- Ams Osram Savings Plan $444M · 998
- Albany International Corp. Prosperity Plus Savings $398M · 1,603
- Connection Employee 401(k) and Profit Sharing Plan $311M · 2,540
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $308M · 2,662
Cardigan Mountain School DC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is North American Risk Services, Inc. 401(k) Plan in FL ($22M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- North American Risk Services, Inc. 401(k) Plan (FL) $22M · 410
- Qumulo, Inc. 401(k) Plan (WA) $22M · 357
- Mann Mortgage, LLC 401(k) Plan (MT) $22M · 479
- Fidelity Deposit & Discount Bank Profit Sharing Plan (PA) $22M · 299
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Dermarite Industries LLC 401(k) Plan (NJ) 130 · 0 off
- Lessonly, Inc. 401(k) Plan (IN) 130 · 0 off
- Q Labs LLC 401(k) Profit Sharing Plan (OH) 130 · 0 off
- Pro Imaging Benefits 401(k) Plan (MO) 130 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.