Other · DOL Form 5500 · 2023

Episcopal Day School, Inc. Retirement Plan

Data updated 2026-08-25

$116K
Total assets Small plan by assets
4
Participants Small participant base
7th
Percentile by assets National rank
$28,907
Avg per participant Low balance/head
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Official DOL plan name: Episcopal Day School, Inc. · Sponsored by Episcopal Day School, Inc. · North Carolina · Educational Services

$116K in assets, 4 participants

Episcopal Day School, Inc.'s Episcopal Day School, Inc. reported $116K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #212 in Educational Services (3,735 peers)

Episcopal Day School, Inc. multi-year trail

Episcopal Day School, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Episcopal Day School, Inc. at $116K / 4 participants.

#212
in Educational Services (3,735 peers)
+20.5%
assets growth YoY

Episcopal Day School, Inc. among the smaller filed plans by assets

Episcopal Day School, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$115,627 7th percentile higher than 7% of 127,068 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 2023

Episcopal Day School, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Episcopal Day School, Inc. is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Episcopal Day School, Inc. reported net income rose from -$19K in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Episcopal Day School, Inc. end-of-year assets rose from $96K in the plan year 2022 filing to $116K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030518244 · Episcopal Day School, Inc. PY 2023 · Other

Episcopal Day School, Inc. · $116K · 4 · 7th

  • RANK $116K
  • RANK 4
  • RANK 7th
  • RANK Other
  • RANK near The Abuse Network, Inc.
  • RANK ind #212

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 →

Episcopal Day School, Inc. in the asset neighbourhood

Episcopal Day School, Inc.$116KThe Abuse Network, Inc.$119KBroad Hollow Bioscience Park, Inc.Broad Hollow Bioscience Park…$119KCarrier Ditching & Excavating Keough PlanCarrier Ditching & Excavatin…$111KHickory Creek Healthcare Foundation Inc 403b PlanHickory Creek Healthcare Fou…$110K
End-of-year total assets ($M) among Episcopal Day School, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Episcopal Day School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Episcopal Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.60971230798055% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.94M $2.81M ▲ +44.8%
Year Plans Participants Total Assets
2022 2 35 $2M
2023 2 40 $2M
2024 2 44 $3M

Episcopal Day School, Inc. filing trail (2023)

Total Assets (Beginning of Year)$96K
Net Assets (End of Year)$116K
Net Income$20K
Employer EIN030518244
Plan Effective Date2003-07-12
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Episcopal Day School, Inc. vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Episcopal Day School, Inc., Total assets ($B): 0.000115627 · Participants: 4Episcopal Day School, Inc.The Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Episcopal Day School, Inc. vs. nearby Other plans in North Carolina, assets vs. participants
Compare Episcopal Day School, Inc. side-by-side with 3 peers →

Episcopal Day School, Inc.'s out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Abuse Network, Inc. in PA ($119K); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Episcopal Day School, Inc. assets move in 2023? ▼
Episcopal Day School, Inc. grew sharply - up 20.5% during 2023, from $96K to $116K. Reported net income was $20K.
How have Episcopal Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Day School, Inc.'s sponsor-wide assets grew 44.6%, from $2M to $3M.
Where does Episcopal Day School, Inc. rank by assets among Form 5500 filers? ▼
Episcopal Day School, Inc. ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Episcopal Day School, Inc.? ▼
Among Other plans in other states, the closest by assets is The Abuse Network, Inc. in PA ($119K, 17 participants).
Which Other plans cover a similar participant headcount to Episcopal Day School, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030518244.

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.