Other · DOL Form 5500 · 2022

Burgundy Farm Country Day School Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
76
Participants Small participant base
75th
Percentile by assets National rank
$229,973
Avg per participant Above avg balance/head
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Official DOL plan name: Burgundy Farm Country Day School Defined Retirement Plan · Sponsored by Burgundy Farm Country Day School · Virginia · Educational Services

$17M in assets, 76 participants

Burgundy Farm Country Day School's Burgundy Farm Country Day School Defined Retirement Plan reported $17M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,346 in Educational Services (4,024 peers)

Where Burgundy Farm Country Day School Defined Retirement Plan sits by assets

Burgundy Farm Country Day School Defined Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 76 participants (~$229,973/participant), up 2.9% in 2022.

#2,346
in Educational Services (4,024 peers)
+2.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Burgundy Farm Country Day School Defined Retirement Plan's outsized position by total assets

Burgundy Farm Country Day School Defined Retirement Plan vs every filed plan by assets

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

$17,477,921 Top 25% higher than 75% 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

Burgundy Farm Country Day School Defined Retirement 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. Burgundy Farm Country Day School Defined Retirement Plan is a small filing (76 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 540540100 · Burgundy Farm Country Day School PY 2022 · Other

Burgundy Farm Country Day School Defined Retirement Plan · $17M · 76 · 75th

  • VS-ST $17M
  • BOY 76
  • SCH 75th
  • EBSA Other
  • PART near Baptist Homes Pension Plan
  • TYPE ind #2346

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 Virginia →

Burgundy Farm Country Day School Defined Retirement Plan in the asset neighbourhood

Community Counseling of Bristol County, Inc. Savings PlanCommunity Counseling of Bris…$17MMid-South Iron Workers Direct Contribution FundMid-South Iron Workers Direc…$18MBurgundy Farm Country Day School Defined Retirement PlanBurgundy Farm Country Day Sc…$17MBaptist Homes Pension Plan$17MShorecrest Preparatory School 403(b) DC PlanShorecrest Preparatory Schoo…$17M
End-of-year total assets ($M) among Burgundy Farm Country Day School Defined Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$489K
Employer EIN540540100
Plan Effective Date2002-10-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgundy Farm Country Day School)

Sponsor-wide plan assets over time

All Burgundy Farm Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.04270239006115% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $17.5M $12.1M ▼ -31.1%
Year Plans Participants Total Assets
2022 1 76 $17M
2023 1 76 $20M
2024 1 72 $12M

Nearby Other Plans in Virginia

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

Burgundy Farm Country Day School Defined Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Burgundy Farm Country Day School Defined Retirement Plan, Total assets ($B): 0.017477921 · Participants: 76Burgundy Farm Country Day School Defined Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Burgundy Farm Country Day School Defined Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Burgundy Farm Country Day School Defined Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Baptist Homes Pension Plan in PA ($17M); by covered participants it is Cgfns International, Inc. 403(b) Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Burgundy Farm Country Day School Defined Retirement Plan assets move in 2022?
Burgundy Farm Country Day School Defined Retirement Plan edged up modestly - up 2.9% during 2022, from $17M to $17M. Reported net income was $489K.
How have Burgundy Farm Country Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Burgundy Farm Country Day School's sponsor-wide assets declined 31.0%, from $17M to $12M.
Where does Burgundy Farm Country Day School Defined Retirement Plan rank by assets among Form 5500 filers?
Burgundy Farm Country Day School Defined Retirement Plan ranks in the 75th 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 Other plans are similar in size to Burgundy Farm Country Day School Defined Retirement Plan?
Among Other plans in other states, the closest by assets is Baptist Homes Pension Plan in PA ($17M, 489 participants).
Which Other plans cover a similar participant headcount to Burgundy Farm Country Day School Defined Retirement Plan?
Among Other plans in other states, the closest by covered participants is Cgfns International, Inc. 403(b) Plan in PA (76 participants, $6M in assets).