Other · DOL Form 5500 · 2022

Cary Academy Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
162
Participants Small participant base
87th
Percentile by assets National rank
$276,010
Avg per participant High balance/head
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Official DOL plan name: Cary Academy Defined Contribution Retirement Plan · Sponsored by Cary Academy · North Carolina · Educational Services

$45M in assets, 162 participants

Cary Academy's Cary Academy Defined Contribution Retirement Plan reported $45M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,064 in Educational Services (4,024 peers)

Coverage in North Carolina

Cary Academy Defined Contribution Retirement Plan covers 162 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $45M.

#3,064
in Educational Services (4,024 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cary Academy Defined Contribution Retirement Plan's outsized position by total assets

Cary Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$44,713,550 Top 13% higher than 87% 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

Cary Academy Defined Contribution 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. Cary Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (162 participants).

Form 5500 schedule snapshot

Filing strip 561934619 · Cary Academy PY 2022 · Other

Cary Academy Defined Contribution Retirement Plan · $45M · 162 · 87th

  • VS-ST $45M
  • VS-ST 162
  • VS-ST 87th
  • VS-ST Other
  • VS-ST near Rutgers Preparatory School Defined Contribution Retirement Plan
  • VS-ST ind #3064

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 North Carolina →

Cary Academy Defined Contribution Retirement Plan in the asset neighbourhood

Cary Academy Defined Contribution Retirement PlanCary Academy Defined Contrib…$45MRutgers Preparatory School Defined Contribution Retirement PlanRutgers Preparatory School D…$45MPorter-Gaud School Defined Contribution Retirement PlanPorter-Gaud School Defined C…$45MCentral Park Conservancy 403(b) Retirement PlanCentral Park Conservancy 403…$45MWilliam Jewell College 403(b) PlanWilliam Jewell College 403(b…$45M
End-of-year total assets ($M) among Cary Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN561934619
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cary Academy)

Sponsor-wide plan assets over time

All Cary Academy plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M 20222023 $44.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 162 $45M
2023 1 169 N/A

Nearby Other Plans in North Carolina

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

Cary Academy Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cary Academy Defined Contribution Retirement Plan, Total assets ($B): 0.04471355 · Participants: 162Cary Academy Defined Contribution Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Cary Academy Defined Contribution Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Cary Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Cary Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Rutgers Preparatory School Defined Contribution Retirement Plan in NJ ($45M); by covered participants it is Bethel College DC Plan in KS (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Cary Academy Defined Contribution Retirement Plan assets move in 2022? ▼
Cary Academy Defined Contribution Retirement Plan grew at a solid clip - up 14.3% during 2022, from $39M to $45M. Reported net income was $6M.
Where does Cary Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Cary Academy Defined Contribution Retirement Plan ranks in the 87th 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 Cary Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Rutgers Preparatory School Defined Contribution Retirement Plan in NJ ($45M, 159 participants).
Which Other plans cover a similar participant headcount to Cary Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bethel College DC Plan in KS (162 participants, $26M 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 561934619.

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.