Other · DOL Form 5500 · 2023
Carolina Friends School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $176,157
- Avg per participant Above avg balance/head
Official DOL plan name: Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Carolina Friends School · North Carolina · Educational Services
$21M in assets, 121 participants
Carolina Friends School's Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reported $21M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,124 in Educational Services (3,735 peers)
Coverage in North Carolina
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan covers 121 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $21M.
- #2,124
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,315,049 Top 26% higher than 74% 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
Carolina Friends School Defined Contribution and Tax Deferred Annuity 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. Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 106 in the plan year 2022 filing to 121 in the plan year 2023 filing.
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560812560 · Carolina Friends School PY 2023 · Other
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan · $21M · 121 · 74th
- EBSA $21M
- EBSA 121
- EBSA 74th
- EBSA Other
- EBSA near Wellington School DC Retirement Plan
- EBSA ind #2124
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 →
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 560812560 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Friends School)
Sponsor-wide plan assets over time
All Carolina Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 24.192055463207293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $19M |
| 2023 | 1 | 121 | $21M |
| 2024 | 1 | 135 | $24M |
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
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Wellington School DC Retirement Plan in OH ($21M); by covered participants it is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Canterbury School, Inc. 403(b) Retirement Plan (FL) 121 · 0 off
- Lisner-Louise-Dickson-Hurt Home 403 (B) Plan (DC) 121 · 0 off
- Piedmont Community Actions, Inc. 403(b) Plan (SC) 121 · 0 off
- 403(b) Thrift Plan of Human Development Commission (MI) 121 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.