Other · DOL Form 5500 · 2023

Durham Academy, Inc. Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
413
Participants Below avg headcount
88th
Percentile by assets National rank
$155,789
Avg per participant Above avg balance/head
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Official DOL plan name: Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Durham Academy, Inc. · North Carolina · Educational Services

$64M in assets, 413 participants

Durham Academy, Inc.'s Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan reported $64M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,927 in Educational Services (3,735 peers)

Where Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits by assets

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $64M for 413 participants (~$155,789/participant), up 12.8% in 2023.

#2,927
in Educational Services (3,735 peers)
+12.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets

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

$64,340,989 Top 12% higher than 88% 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

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity 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. Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560538019 · Durham Academy, Inc. PY 2023 · Other

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan · $64M · 413 · 88th

  • EBSA $64M
  • EBSA 413
  • EBSA 88th
  • EBSA Other
  • EBSA near Tax Deferred Annuity Plan of Visiting Nurse
  • EBSA ind #2927

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 →

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood

Pine Crest Preparatory School, Inc. 403(b) PlanPine Crest Preparatory Schoo…$64MTax Deferred Annuity Plan of Visiting NurseTax Deferred Annuity Plan of…$64MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$64MUniversity of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$64MSan Francisco Museum of Modern Art Retirement PlanSan Francisco Museum of Mode…$64M
End-of-year total assets ($M) among Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN560538019
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Durham Academy, Inc.)

Sponsor-wide plan assets over time

All Durham Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 23.984401682598644% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.1M $70.7M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 409 $57M
2023 1 413 $64M
2024 1 486 $71M

Nearby Other Plans in North Carolina

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

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.064340989 · Participants: 413Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanThe 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
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan side-by-side with 3 peers →

Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Tax Deferred Annuity Plan of Visiting Nurse in NJ ($64M); by covered participants it is Robert F. Kennedy Community Alliance 403(b) Plan in MA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan assets move in 2023? ▼
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan grew at a solid clip - up 12.8% during 2023, from $57M to $64M. Reported net income was $7M.
How have Durham Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Durham Academy, Inc.'s sponsor-wide assets grew 24.0%, from $57M to $71M.
Where does Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Visiting Nurse in NJ ($64M, 848 participants).
Which Other plans cover a similar participant headcount to Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Robert F. Kennedy Community Alliance 403(b) Plan in MA (413 participants, $25M 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 560538019.

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.