Other · DOL Form 5500 · 2023

Episcopal Day School Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 36
Participants Small participant base: 32nd
Percentile by assets National rank: $63,215
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Episcopal Day School, Inc. · Sponsored by Episcopal Day School · North Carolina · Educational Services

$2M in assets, 36 participants

Episcopal Day School's Episcopal Day School, Inc. reported $2M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#770 in Educational Services (3,735 peers)

Episcopal Day School multi-year trail

Episcopal Day School's plans moved +44.6% in assets from 2022 to 2024; this filing shows Episcopal Day School, Inc. at $2M / 36 participants.

#770
in Educational Services (3,735 peers): +23.2%
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

$2,275,729 32nd percentile higher than 32% of 127,068 filed plans

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 smaller 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 small filing (36 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Episcopal Day School, Inc. reported net income rose from -$136K in the plan year 2022 filing to $429K in the plan year 2023 filing.
Episcopal Day School, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Episcopal Day School, Inc. reported participants rose from 31 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030518244 · Episcopal Day School PY 2023 · Other

Episcopal Day School, Inc. · $2M · 36 · 32nd

RANK $2M
PHOTO 36
IND 32nd
EOY Other
5500 near Family Resources 403(b) Thrift Plan
ASSETS ind #770

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 →

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 multi-year asset trail

Latest sponsor-wide plan assets: $3M 44.60971230798055% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	35	$2M
2023	2	40	$2M
2024	2	44	$3M

Episcopal Day School filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$429K
Employer EIN	030518244
Plan Effective Date	2003-07-12
Filing Status	FILING 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

The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
Wake Forest University Retirement Plan $798M · 3,092
Caromont Health, Inc. Retirement Savings Plan $444M · 4,458

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 Family Resources 403(b) Thrift Plan in PA ($2M); by covered participants it is Monroe Community College Association, Inc. 403(b) Defined Contribution Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Family Resources 403(b) Thrift Plan (PA) $2M · 69
403(b) Thrift Plan of Excelth, Incorporated (LA) $2M · 117
Iowa Health Physicians 403(b) Plan (IA) $2M · 27
The Seed School of Miami 403(b) Retirement Plan (FL) $2M · 85

Similar participant headcount

Nearest other-state filings by covered participants (36 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 23.2% during 2023, from $2M to $2M. Reported net income was $429K.

How have Episcopal Day School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Episcopal Day School's sponsor-wide assets grew 44.6%, from $2M to $3M.

Which Other plans are similar in size to Episcopal Day School, Inc.? ▼

Among Other plans in other states, the closest by assets is Family Resources 403(b) Thrift Plan in PA ($2M, 69 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 Monroe Community College Association, Inc. 403(b) Defined Contribution Plan in NY (36 participants, $10M 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.