Other · DOL Form 5500 · 2022

Fort Worth Country Day School Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
204
Participants Below avg headcount
86th
Percentile by assets National rank
$203,227
Avg per participant Above avg balance/head
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Official DOL plan name: Fort Worth Country Day School Defined Contribution Retirement Plan · Sponsored by Fort Worth Country Day School · Texas · Educational Services

$41M in assets, 204 participants

Fort Worth Country Day School's Fort Worth Country Day School Defined Contribution Retirement Plan reported $41M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,011 in Educational Services (4,024 peers)

Coverage in Texas

Fort Worth Country Day School Defined Contribution Retirement Plan covers 204 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $41M.

#3,011
in Educational Services (4,024 peers)
+6.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fort Worth Country Day School Defined Contribution Retirement Plan's outsized position by total assets

Fort Worth Country Day School Defined Contribution Retirement Plan vs every filed plan by assets

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

$41,458,397 Top 14% higher than 86% 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

Fort Worth Country Day School 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. Fort Worth Country Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (204 participants).

Published 5500 schedule card

Filing strip 751085363 · Fort Worth Country Day School PY 2022 · Other

Fort Worth Country Day School Defined Contribution Retirement Plan · $41M · 204 · 86th

  • SCH $41M
  • EBSA 204
  • PART 86th
  • TYPE Other
  • NET near Ncqa Retirement Plan - Employee Contributions
  • BOOK ind #3011

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 Texas →

Fort Worth Country Day School Defined Contribution Retirement Plan in the asset neighbourhood

Minneapolis Institute of Art Retirement and Savings PlanMinneapolis Institute of Art…$42MThe Annie E. Casey Foundation 403(b) Savings PlanThe Annie E. Casey Foundatio…$42MNcqa Retirement Plan - Employee ContributionsNcqa Retirement Plan - Emplo…$41MFort Worth Country Day School Defined Contribution Retirement PlanFort Worth Country Day Schoo…$41MConverse University Defined Contribution Retirement PlanConverse University Defined …$41M
End-of-year total assets ($M) among Fort Worth Country Day School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN751085363
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fort Worth Country Day School)

Sponsor-wide plan assets over time

All Fort Worth Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$46M 10.102235742496267% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $41.5M $45.7M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 204 $41M
2023 1 225 $43M
2024 1 217 $46M

Nearby Other Plans in Texas

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

Fort Worth Country Day School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Fort Worth Country Day School Defined Contribution Retirement Plan, Total assets ($B): 0.041458397 · Participants: 204Fort Worth Country Day School Defined Contribution Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Fort Worth Country Day School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Fort Worth Country Day School Defined Contribution Retirement Plan side-by-side with 3 peers →

Fort Worth Country Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Ncqa Retirement Plan - Employee Contributions in DC ($41M); by covered participants it is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Fort Worth Country Day School Defined Contribution Retirement Plan assets move in 2022? ▼
Fort Worth Country Day School Defined Contribution Retirement Plan grew at a solid clip - up 6.1% during 2022, from $39M to $41M. Reported net income was $2M.
How have Fort Worth Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Worth Country Day School's sponsor-wide assets grew 10.1%, from $41M to $46M.
Where does Fort Worth Country Day School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Fort Worth Country Day School Defined Contribution Retirement Plan ranks in the 86th 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 Fort Worth Country Day School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ncqa Retirement Plan - Employee Contributions in DC ($41M, 330 participants).
Which Other plans cover a similar participant headcount to Fort Worth Country Day School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants, $12M 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 751085363.

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.