Money Purchase · DOL Form 5500 · 2022

Summit Country Day School, Inc. Money Purchase Plan

Data updated 2026-08-11

$20M
Total assets
237
Participants
78th
Percentile by assets
$86,419
Avg per participant
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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.

  • 78th percentile by assets (of 139,126 plans)
  • #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.

$20M
total plan assets (2022 EOY)
237
covered participants
78th
percentile by assets (of 139,126 plans)
$86,419
avg assets per participant
State

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Summit Country Day School Employee's Pension Plan reports 237 participants - about 31% of that state average ($20M EOY assets).

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.)

$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $25.8M â–˛ +26.1%
Total plan assets by year, all Summit Country Day School, Inc. plans on file
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

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 S…The Sherwin-Williams…The Cleveland Clinic…Iron Workers Distric…Baker & Hostetler LL…University of Dayton…
Summit Country Day School Employee's Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Summit Country Day School Employee's Pension Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on Summit Country Day School Employee's Pension Plan's numbers.