Other · DOL Form 5500 · 2022
Lake Forest Country Day School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $126,750
- Avg per participant Near avg balance/head
Official DOL plan name: Lake Forest Country Day School 403(b) Plan · Sponsored by Lake Forest Country Day School · Illinois · Educational Services
$12M in assets, 98 participants
Lake Forest Country Day School's Lake Forest Country Day School 403(b) Plan reported $12M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #2,062 in Educational Services (4,024 peers)
Lake Forest Country Day School multi-year trail
Lake Forest Country Day School's plans moved +25.5% in assets from 2022 to 2024; this filing shows Lake Forest Country Day School 403(b) Plan at $12M / 98 participants.
- #2,062
- in Educational Services (4,024 peers)
- +9.3%
- assets growth YoY
Lake Forest Country Day School 403(b) Plan's outsized position by total assets
Lake Forest Country Day School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,421,543 Top 31% higher than 69% 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
Lake Forest Country Day School 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Forest Country Day School 403(b) Plan is a small filing (98 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 362415685 · Lake Forest Country Day School PY 2022 · Other
Lake Forest Country Day School 403(b) Plan · $12M · 98 · 69th
- ASSETS $12M
- ASSETS 98
- ASSETS 69th
- ASSETS Other
- ASSETS near Clf Retirement Plan
- ASSETS ind #2062
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 Illinois →
Lake Forest Country Day School 403(b) Plan in the asset neighbourhood
Lake Forest Country Day School multi-year asset trail
Sponsor-wide plan assets over time
All Lake Forest Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 25.459051262794002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $12M |
| 2023 | 1 | 114 | $14M |
| 2024 | 1 | 153 | $16M |
Lake Forest Country Day School filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 362415685 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Lake Forest Country Day School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Clf Retirement Plan in MA ($12M); by covered participants it is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Albuquerque Health Care for the Homeless 403(b) Retirement Plan (NM) 98 · 0 off
- Maine Public Broadcasting Corporation 403b Retirement Plan (ME) 98 · 0 off
- Education Northwest Defined Contribution Plan (OR) 98 · 0 off
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) 98 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.