Other · DOL Form 5500 · 2022

Charlotte Latin Schools, Inc. Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
301
Participants Below avg headcount
88th
Percentile by assets National rank
$176,733
Avg per participant Above avg balance/head
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Official DOL plan name: Charlotte Latin Schools, Inc. Retirement Income Plan · Sponsored by Charlotte Latin Schools, Inc. · North Carolina · Educational Services

$53M in assets, 301 participants

Charlotte Latin Schools, Inc.'s Charlotte Latin Schools, Inc. Retirement Income Plan reported $53M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,168 in Educational Services (4,024 peers)

Coverage in North Carolina

Charlotte Latin Schools, Inc. Retirement Income Plan covers 301 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $53M.

#3,168
in Educational Services (4,024 peers)
+8.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Charlotte Latin Schools, Inc. Retirement Income Plan's outsized position by total assets

Charlotte Latin Schools, Inc. Retirement Income Plan vs every filed plan by assets

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

$53,196,540 Top 12% higher than 88% 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

Charlotte Latin Schools, Inc. Retirement Income 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. Charlotte Latin Schools, Inc. Retirement Income Plan sits mid-pack in the medium band (301 participants).

Published 5500 schedule card

Filing strip 560944449 · Charlotte Latin Schools, Inc. PY 2022 · Other

Charlotte Latin Schools, Inc. Retirement Income Plan · $53M · 301 · 88th

  • SCH $53M
  • SCH 301
  • SCH 88th
  • SCH Other
  • SCH near St. Xavier High School Defined Contribution Retirement Plan
  • SCH ind #3168

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 →

Charlotte Latin Schools, Inc. Retirement Income Plan in the asset neighbourhood

Beloit College Defined Contribution Retirement PlanBeloit College Defined Contr…$53MCharlotte Latin Schools, Inc. Retirement Income PlanCharlotte Latin Schools, Inc…$53MSt. Xavier High School Defined Contribution Retirement PlanSt. Xavier High School Defin…$53MThe Seven Hills School Retirement PlanThe Seven Hills School Retir…$53MTj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$53M
End-of-year total assets ($M) among Charlotte Latin Schools, Inc. Retirement Income Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN560944449
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlotte Latin Schools, Inc.)

Sponsor-wide plan assets over time

All Charlotte Latin Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 11.95056858961128% vs 2022
2023 filing year
$52M$54M$56M$58M$60M$62M 20222023 $53.2M $59.6M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 301 $53M
2023 1 336 $60M

Nearby Other Plans in North Carolina

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

Charlotte Latin Schools, Inc. Retirement Income Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Charlotte Latin Schools, Inc. Retirement Income Plan, Total assets ($B): 0.05319654 · Participants: 301Charlotte Latin Schools, Inc. Retirement Income 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
Charlotte Latin Schools, Inc. Retirement Income Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Charlotte Latin Schools, Inc. Retirement Income Plan side-by-side with 3 peers →

Charlotte Latin Schools, Inc. Retirement Income Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is St. Xavier High School Defined Contribution Retirement Plan in OH ($53M); by covered participants it is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Charlotte Latin Schools, Inc. Retirement Income Plan assets move in 2022? ▼
Charlotte Latin Schools, Inc. Retirement Income Plan grew at a solid clip - up 8.3% during 2022, from $49M to $53M. Reported net income was $4M.
How have Charlotte Latin Schools, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Charlotte Latin Schools, Inc.'s sponsor-wide assets grew 12.0%, from $53M to $60M.
Where does Charlotte Latin Schools, Inc. Retirement Income Plan rank by assets among Form 5500 filers? ▼
Charlotte Latin Schools, Inc. Retirement Income Plan ranks in the 88th 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 Charlotte Latin Schools, Inc. Retirement Income Plan? ▼
Among Other plans in other states, the closest by assets is St. Xavier High School Defined Contribution Retirement Plan in OH ($53M, 218 participants).
Which Other plans cover a similar participant headcount to Charlotte Latin Schools, Inc. Retirement Income Plan? ▼
Among Other plans in other states, the closest by covered participants is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants, $32M 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 560944449.

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.