Other · DOL Form 5500 · 2022
Mountain Island Charter School Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $14,431
- Avg per participant Low balance/head
Official DOL plan name: Mountain Island Charter School 403b Plan · Sponsored by Mountain Island Charter School · North Carolina · Educational Services
$3M in assets, 220 participants
Mountain Island Charter School's Mountain Island Charter School 403b Plan reported $3M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,152 in Educational Services (4,024 peers)
Coverage in North Carolina
Mountain Island Charter School 403b Plan covers 220 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.
- #1,152
- in Educational Services (4,024 peers)
- +34.0%
- assets growth YoY
Mountain Island Charter School 403b Plan's mid-pack asset rank among Educational Services and all filers
Mountain Island Charter School 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,174,823 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mountain Island Charter School 403b 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. Mountain Island Charter School 403b Plan sits mid-pack in the medium band (220 participants).
EBSA filing schedule strip
Filing strip 800467949 · Mountain Island Charter School PY 2022 · Other
Mountain Island Charter School 403b Plan · $3M · 220 · 42nd
- PART $3M
- TYPE 220
- NET 42nd
- BOOK Other
- VS-ST near Elizabeth Layton Center, Inc. 403(b) Plan
- BOY ind #1152
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 →
Mountain Island Charter School 403b Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $805K |
| Employer EIN | 800467949 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mountain Island Charter School)
Sponsor-wide plan assets over time
All Mountain Island Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 62.48228641407726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $3M |
| 2023 | 1 | 229 | $4M |
| 2024 | 1 | 284 | $5M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Mountain Island Charter School 403b Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Elizabeth Layton Center, Inc. 403(b) Plan in KS ($3M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Elizabeth Layton Center, Inc. 403(b) Plan (KS) $3M · 170
- Samuel and Althea Stroum Jewish Community Center Tda Plan (WA) $3M · 127
- Origami Rehabilitation Retirement Plan (MI) $3M · 174
- Vodec 403(b) (IA) $3M · 273
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- The Chapin School Retirement and Savings Plan (NY) 220 · 0 off
- Developmental Services Retirement Plan (TN) 220 · 0 off
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) 220 · 0 off
- Upac 403b Plan (CA) 220 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.