Other · DOL Form 5500 · 2023
Cincinnati Country Day School Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $96,147
- Avg per participant Below avg balance/head
Official DOL plan name: Cincinnati Country Day School Tiaa Cref Retirement Plan · Sponsored by Cincinnati Country Day School · Ohio · Educational Services
$22M in assets, 234 participants
Cincinnati Country Day School's Cincinnati Country Day School Tiaa Cref Retirement Plan reported $22M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,178 in Educational Services (3,735 peers)
Coverage in Ohio
Cincinnati Country Day School Tiaa Cref Retirement Plan covers 234 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $22M.
- #2,178
- in Educational Services (3,735 peers)
- +9.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Cincinnati Country Day School Tiaa Cref Retirement Plan's outsized position by total assets
Cincinnati Country Day School Tiaa Cref Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,498,404 Top 25% higher than 75% 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
Cincinnati Country Day School Tiaa Cref 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. Cincinnati Country Day School Tiaa Cref Retirement Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cincinnati Country Day School Tiaa Cref Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cincinnati Country Day School Tiaa Cref Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Cincinnati Country Day School Tiaa Cref Retirement Plan reported participants fell from 240 in the plan year 2022 filing to 234 in the plan year 2023 filing.
DOL schedule card
Filing strip 310536970 · Cincinnati Country Day School PY 2023 · Other
Cincinnati Country Day School Tiaa Cref Retirement Plan · $22M · 234 · 75th
- EOY $22M
- EOY 234
- EOY 75th
- EOY Other
- EOY near Sma Healthcare, Inc. 403(b) Plan
- EOY ind #2178
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 Ohio →
Cincinnati Country Day School Tiaa Cref Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 310536970 |
| Plan Effective Date | 1962-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cincinnati Country Day School)
Sponsor-wide plan assets over time
All Cincinnati Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 18.042145879195033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $21M |
| 2023 | 1 | 234 | $22M |
| 2024 | 1 | 251 | $24M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Cincinnati Country Day School Tiaa Cref Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Sma Healthcare, Inc. 403(b) Plan in FL ($23M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Sma Healthcare, Inc. 403(b) Plan (FL) $23M · 1,002
- Tabor College Retirement Plan (KS) $22M · 143
- Iliff School of Theology Retirement Plan (CO) $22M · 38
- Chapin Hall Center for Children 403(b) Plan (IL) $23M · 152
Similar participant headcount
Nearest other-state filings by covered participants (234 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.