Other · DOL Form 5500 · 2022
Charlotte Lab School, Inc. Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $11,698
- Avg per participant Low balance/head
Official DOL plan name: Charlotte Lab School 403(b) Plan · Sponsored by Charlotte Lab School, Inc. · North Carolina · Educational Services
$1M in assets, 107 participants
Charlotte Lab School, Inc.'s Charlotte Lab School 403(b) Plan reported $1M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #738 in Educational Services (4,024 peers)
Coverage in North Carolina
Charlotte Lab School 403(b) Plan covers 107 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.
- #738
- in Educational Services (4,024 peers)
- +9.0%
- assets growth YoY
Charlotte Lab School 403(b) Plan among the smaller filed plans by assets
Charlotte Lab School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,251,649 27th percentile higher than 27% 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
Charlotte Lab School 403(b) 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 Lab School 403(b) Plan sits mid-pack in the medium band (107 participants).
Plan-year Form 5500 strip
Filing strip 471006252 · Charlotte Lab School, Inc. PY 2022 · Other
Charlotte Lab School 403(b) Plan · $1M · 107 · 27th
- SCH $1M
- SCH 107
- SCH 27th
- SCH Other
- SCH near The Inland Hospital Pension Plan
- SCH ind #738
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 Lab School 403(b) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $104K |
| Employer EIN | 471006252 |
| Plan Effective Date | 2015-09-15 |
| Filing Status | FILING RECEIVED |
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
Charlotte Lab School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Inland Hospital Pension Plan in ME ($1M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Educare of Washington, DC 403(b) Plan (DC) 107 · 0 off
- Seventy-Five State Street Tax Sheltered Annuity Plan (ME) 107 · 0 off
- Marthas Table Inc. 403b Plan (DC) 107 · 0 off
- Accesslex Institute 403(b) Plan (PA) 107 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.