Other · DOL Form 5500 · 2023

Community School of Naples Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
273
Participants Below avg headcount
77th
Percentile by assets National rank
$96,000
Avg per participant Below avg balance/head
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Official DOL plan name: Community School of Naples DC Retirement Plan · Sponsored by Community School of Naples · Florida · Educational Services

$26M in assets, 273 participants

Community School of Naples's Community School of Naples DC Retirement Plan reported $26M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,298 in Educational Services (3,735 peers)

Coverage in Florida

Community School of Naples DC Retirement Plan covers 273 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $26M.

#2,298
in Educational Services (3,735 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community School of Naples DC Retirement Plan's outsized position by total assets

Community School of Naples DC Retirement Plan vs every filed plan by assets

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

$26,207,959 Top 23% higher than 77% 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

Community School of Naples DC 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. Community School of Naples DC Retirement Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community School of Naples DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Community School of Naples DC Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Community School of Naples DC Retirement Plan reported participants rose from 262 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591920297 · Community School of Naples PY 2023 · Other

Community School of Naples DC Retirement Plan · $26M · 273 · 77th

  • SCH $26M
  • SCH 273
  • SCH 77th
  • SCH Other
  • SCH near 92nd Street Y 403(b) Plan
  • SCH ind #2298

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 Florida →

Community School of Naples DC Retirement Plan in the asset neighbourhood

New England Life Care, Inc. 403(b) Retirement PlanNew England Life Care, Inc. …$26MClearbrook Pension Savings PlanClearbrook Pension Savings P…$26MPuget Sound Kidney Centers Tax-Sheltered Annuity PlanPuget Sound Kidney Centers T…$26MCommunity School of Naples DC Retirement PlanCommunity School of Naples D…$26M92nd Street Y 403(b) Plan$26M
End-of-year total assets ($M) among Community School of Naples DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN591920297
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community School of Naples)

Sponsor-wide plan assets over time

All Community School of Naples plans reported in each filing year

Latest sponsor-wide plan assets
$29M 30.16722163637559% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.1M $28.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 262 $22M
2023 1 273 $26M
2024 1 254 $29M

Nearby Other Plans in Florida

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

Community School of Naples DC Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Community School of Naples DC Retirement Plan, Total assets ($B): 0.026207959 · Participants: 273Community School of Naples DC Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Community School of Naples DC Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Community School of Naples DC Retirement Plan side-by-side with 3 peers →

Community School of Naples DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is 92nd Street Y 403(b) Plan in NY ($26M); by covered participants it is Human Rights Watch Retirement Savings Plan in NY (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Community School of Naples DC Retirement Plan assets move in 2023? ▼
Community School of Naples DC Retirement Plan grew sharply - up 18.7% during 2023, from $22M to $26M. Reported net income was $4M.
How have Community School of Naples plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community School of Naples's sponsor-wide assets grew 30.2%, from $22M to $29M.
Where does Community School of Naples DC Retirement Plan rank by assets among Form 5500 filers? ▼
Community School of Naples DC Retirement Plan ranks in the 77th 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 Community School of Naples DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 92nd Street Y 403(b) Plan in NY ($26M, 509 participants).
Which Other plans cover a similar participant headcount to Community School of Naples DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Human Rights Watch Retirement Savings Plan in NY (273 participants, $101M 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 591920297.

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.