Money Purchase · DOL Form 5500 · 2022

Summit Country Day School, Inc. Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
237
Participants Below avg headcount
78th
Percentile by assets National rank
$86,419
Avg per participant Below avg balance/head
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Official DOL plan name: Summit Country Day School Employee's Pension Plan · Sponsored by Summit Country Day School, Inc. · Ohio · Educational Services

$20M in assets, 237 participants

Summit Country Day School, Inc.'s Summit Country Day School Employee's Pension Plan reported $20M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,475 in Educational Services (4,024 peers)

Coverage in Ohio

Summit Country Day School Employee's Pension Plan covers 237 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#2,475
in Educational Services (4,024 peers)
+4.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Summit Country Day School Employee's Pension Plan's outsized position by total assets

Summit Country Day School Employee's Pension Plan vs every filed plan by assets

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

$20,481,271 Top 22% higher than 78% 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

Summit Country Day School Employee's Pension 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. Summit Country Day School Employee's Pension Plan sits mid-pack in the medium band (237 participants).

Form 5500 schedule snapshot

Filing strip 310537173 · Summit Country Day School, Inc. PY 2022 · Money Purchase

Summit Country Day School Employee's Pension Plan · $20M · 237 · 78th

  • BOY $20M
  • BOY 237
  • BOY 78th
  • BOY Money Purchase
  • BOY near Opto 22 Money Purchase Pension Plan and Trust
  • BOY ind #2475

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 Ohio →

Summit Country Day School Employee's Pension Plan in the asset neighbourhood

Missouri-Nea Employees' Pension Trust PlanMissouri-Nea Employees' Pens…$21MCharles R. Drew University of Medicine and Science Money Purchase Pension PlanCharles R. Drew University o…$21MOpto 22 Money Purchase Pension Plan and TrustOpto 22 Money Purchase Pensi…$21MSummit Country Day School Employee's Pension PlanSummit Country Day School Em…$20MState of the Art, Inc. Money Purchase Pension PlanState of the Art, Inc. Money…$20M
End-of-year total assets ($M) among Summit Country Day School Employee's Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$842K
Employer EIN310537173
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Country Day School, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$26M 26.0499311785875% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $25.8M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 237 $20M
2023 1 248 $24M
2024 1 236 $26M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Summit Country Day School Employee's Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Summit Country Day School Employee's Pension Plan, Total assets ($B): 0.020481271 · Participants: 237Summit Country Day School Employee's Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Summit Country Day School Employee's Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Summit Country Day School Employee's Pension Plan side-by-side with 3 peers →

Summit Country Day School Employee's Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Opto 22 Money Purchase Pension Plan and Trust in CA ($21M); by covered participants it is Mbku 401(a) Retirement Plan in CA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Summit Country Day School Employee's Pension Plan assets move in 2022? ▼
Summit Country Day School Employee's Pension Plan edged up modestly - up 4.3% during 2022, from $20M to $20M. Reported net income was $842K.
How have Summit Country Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Country Day School, Inc.'s sponsor-wide assets grew 26.0%, from $20M to $26M.
Where does Summit Country Day School Employee's Pension Plan rank by assets among Form 5500 filers? ▼
Summit Country Day School Employee's Pension Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Summit Country Day School Employee's Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Opto 22 Money Purchase Pension Plan and Trust in CA ($21M, 120 participants).
Which Money Purchase plans cover a similar participant headcount to Summit Country Day School Employee's Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mbku 401(a) Retirement Plan in CA (238 participants, $23M 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 310537173.

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.