Other · DOL Form 5500 · 2023

Phoenix Country Day School Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
162
Participants Small participant base
84th
Percentile by assets National rank
$260,846
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Country Day School 403b Retirement Plan · Sponsored by Phoenix Country Day School · Arizona · Educational Services

$42M in assets, 162 participants

Phoenix Country Day School's Phoenix Country Day School 403b Retirement Plan reported $42M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,642 in Educational Services (3,735 peers)

Coverage in Arizona

Phoenix Country Day School 403b Retirement Plan covers 162 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $42M.

#2,642
in Educational Services (3,735 peers)
+14.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phoenix Country Day School 403b Retirement Plan's outsized position by total assets

Phoenix Country Day School 403b Retirement Plan vs every filed plan by assets

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

$42,257,011 Top 16% higher than 84% 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

Phoenix Country Day School 403b 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. Phoenix Country Day School 403b Retirement Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Country Day School 403b Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Phoenix Country Day School 403b Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860172671 · Phoenix Country Day School PY 2023 · Other

Phoenix Country Day School 403b Retirement Plan · $42M · 162 · 84th

  • 5500 $42M
  • ASSETS 162
  • PCT 84th
  • EIN Other
  • RANK near Centenary University Defined Contribution Retireme
  • PHOTO ind #2642

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 Arizona →

Phoenix Country Day School 403b Retirement Plan in the asset neighbourhood

Felician University Retirement PlanFelician University Retireme…$42MAsbury Theological Seminary 403(b) DC PlanAsbury Theological Seminary …$42MCentenary University Defined Contribution RetiremeCentenary University Defined…$42MPhoenix Country Day School 403b Retirement PlanPhoenix Country Day School 4…$42MThe University of Connecticut Foundation, Inc. Retirement Annuity PlanThe University of Connecticu…$42M
End-of-year total assets ($M) among Phoenix Country Day School 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN860172671
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Country Day School)

Sponsor-wide plan assets over time

All Phoenix Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.891294975559045% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $47.7M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 161 $37M
2023 1 162 $42M
2024 1 159 $48M

Nearby Other Plans in Arizona

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

Phoenix Country Day School 403b Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Phoenix Country Day School 403b Retirement Plan, Total assets ($B): 0.042257011 · Participants: 162Phoenix Country Day School 403b Retirement PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Medical Center Employee Retirement Plan
Phoenix Country Day School 403b Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Phoenix Country Day School 403b Retirement Plan side-by-side with 3 peers →

Phoenix Country Day School 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Centenary University Defined Contribution Retireme in NJ ($42M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Phoenix Country Day School 403b Retirement Plan assets move in 2023? ▼
Phoenix Country Day School 403b Retirement Plan grew at a solid clip - up 14.1% during 2023, from $37M to $42M. Reported net income was $5M.
How have Phoenix Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Country Day School's sponsor-wide assets grew 28.9%, from $37M to $48M.
Where does Phoenix Country Day School 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Phoenix Country Day School 403b Retirement Plan ranks in the 84th 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 Phoenix Country Day School 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Centenary University Defined Contribution Retireme in NJ ($42M, 122 participants).
Which Other plans cover a similar participant headcount to Phoenix Country Day School 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Stony Brook School Defined Contribution Plan in NY (162 participants, $24M 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 860172671.

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.