Other · DOL Form 5500 · 2023
Charlotte Country Day School Retirement Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 384
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $214,756
- Avg per participant Above avg balance/head
Official DOL plan name: Charlotte Country Day School Retirement Plan · Sponsored by Charlotte Country Day School · North Carolina · Educational Services
$82M in assets, 384 participants
Charlotte Country Day School's Charlotte Country Day School Retirement Plan reported $82M in total assets and 384 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,065 in Educational Services (3,735 peers)
Coverage in North Carolina
Charlotte Country Day School Retirement Plan covers 384 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $82M.
- #3,065
- in Educational Services (3,735 peers)
- +16.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Charlotte Country Day School Retirement Plan's outsized position by total assets
Charlotte Country Day School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$82,466,448 Top 10% higher than 90% 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
Charlotte Country Day School Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlotte Country Day School Retirement Plan sits mid-pack in the medium band (384 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charlotte Country Day School Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Charlotte Country Day School Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Charlotte Country Day School Retirement Plan reported participants rose from 353 in the plan year 2022 filing to 384 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560623935 · Charlotte Country Day School PY 2023 · Other
Charlotte Country Day School Retirement Plan · $82M · 384 · 90th
- BOOK $82M
- VS-ST 384
- BOY 90th
- SCH Other
- EBSA near Drury University 403(b) Retirement Plan
- PART ind #3065
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 Country Day School Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $12M |
| Employer EIN | 560623935 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Country Day School)
Sponsor-wide plan assets over time
All Charlotte Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 28.384291232910176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 353 | $71M |
| 2023 | 1 | 384 | $82M |
| 2024 | 1 | 408 | $91M |
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 $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
Charlotte Country Day School Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Drury University 403(b) Retirement Plan in MO ($82M); by covered participants it is Samaritan Healthcare & Hospice, Inc. 403(b) Plan in NJ (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
Similar participant headcount
Nearest other-state filings by covered participants (384 participants); asset peers above are excluded.
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan (NJ) 384 · 0 off
- Lake Highland Preparatory School 403(b) Plan (FL) 384 · 0 off
- Lindengrove, Inc. Tda Retirement Savings Plan (WI) 385 · 1 off
- Fellowship Health Resources, Inc. 403(b) Plan (PA) 385 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.