Other · DOL Form 5500 · 2022

Forsyth Country Day School Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
160
Participants Small participant base
83rd
Percentile by assets National rank
$194,933
Avg per participant Above avg balance/head
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Official DOL plan name: Forsyth Country Day School Defined Contribution Re · Sponsored by Forsyth Country Day School · North Carolina · Educational Services

$31M in assets, 160 participants

Forsyth Country Day School's Forsyth Country Day School Defined Contribution Re reported $31M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,792 in Educational Services (4,024 peers)

Coverage in North Carolina

Forsyth Country Day School Defined Contribution Re covers 160 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $31M.

#2,792
in Educational Services (4,024 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Forsyth Country Day School Defined Contribution Re's outsized position by total assets

Forsyth Country Day School Defined Contribution Re vs every filed plan by assets

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

$31,189,263 Top 17% higher than 83% 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

Forsyth Country Day School Defined Contribution Re 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. Forsyth Country Day School Defined Contribution Re sits mid-pack in the medium band (160 participants).

EBSA filing schedule strip

Filing strip 560940956 · Forsyth Country Day School PY 2022 · Other

Forsyth Country Day School Defined Contribution Re · $31M · 160 · 83rd

  • EIN $31M
  • EIN 160
  • EIN 83rd
  • EIN Other
  • EIN near The Athenian School 403(b) Plan
  • EIN ind #2792

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 →

Forsyth Country Day School Defined Contribution Re in the asset neighbourhood

Keystone College 403(b) Retirement PlanKeystone College 403(b) Reti…$31MSociety for Science & the Public 403(b) Contribution PlanSociety for Science & the Pu…$31MThe Athenian School 403(b) PlanThe Athenian School 403(b) P…$31MForsyth Country Day School Defined Contribution ReForsyth Country Day School D…$31MThe Menninger Clinic 403(b) Retirement Savings PlanThe Menninger Clinic 403(b) …$31M
End-of-year total assets ($M) among Forsyth Country Day School Defined Contribution Re and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN560940956
Plan Effective Date1970-05-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Forsyth Country Day School)

Sponsor-wide plan assets over time

All Forsyth Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$38M 21.668056087122032% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.2M $38M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 160 $31M
2023 1 176 $35M
2024 1 174 $38M

Nearby Other Plans in North Carolina

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

Forsyth Country Day School Defined Contribution Re vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Forsyth Country Day School Defined Contribution Re, Total assets ($B): 0.031189263 · Participants: 160Forsyth Country Day School Defined Contribution ReThe 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
Forsyth Country Day School Defined Contribution Re vs. nearby Other plans in North Carolina, assets vs. participants
Compare Forsyth Country Day School Defined Contribution Re side-by-side with 3 peers →

Forsyth Country Day School Defined Contribution Re's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Athenian School 403(b) Plan in CA ($31M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Forsyth Country Day School Defined Contribution Re assets move in 2022? ▼
Forsyth Country Day School Defined Contribution Re grew at a solid clip - up 7.9% during 2022, from $29M to $31M. Reported net income was $2M.
How have Forsyth Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forsyth Country Day School's sponsor-wide assets grew 21.7%, from $31M to $38M.
Where does Forsyth Country Day School Defined Contribution Re rank by assets among Form 5500 filers? ▼
Forsyth Country Day School Defined Contribution Re ranks in the 83rd 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 Forsyth Country Day School Defined Contribution Re? ▼
Among Other plans in other states, the closest by assets is The Athenian School 403(b) Plan in CA ($31M, 124 participants).
Which Other plans cover a similar participant headcount to Forsyth Country Day School Defined Contribution Re? ▼
Among Other plans in other states, the closest by covered participants is City Union Mission Inc. Employees Retirement Plan in MO (160 participants, $3M 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 560940956.

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.