401(k) · DOL Form 5500 · 2023

Cardigan Mountain School 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
127
Participants Small participant base
76th
Percentile by assets National rank
$196,850
Avg per participant Above avg balance/head
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Official DOL plan name: Cardigan Mountain School DC Retirement Plan · Sponsored by Cardigan Mountain School · New Hampshire · Educational Services

$25M in assets, 127 participants

Cardigan Mountain School's Cardigan Mountain School DC Retirement Plan reported $25M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,268 in Educational Services (3,735 peers)

Coverage in New Hampshire

Cardigan Mountain School DC Retirement Plan covers 127 participants in New Hampshire, about 42% of the average New Hampshire filer (state average ~301 per filing). Assets: $25M.

#2,268
in Educational Services (3,735 peers)
+13.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cardigan Mountain School DC Retirement Plan's outsized position by total assets

Cardigan Mountain School DC Retirement Plan vs every filed plan by assets

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

$24,999,907 Top 24% higher than 76% 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

Cardigan Mountain School 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. Cardigan Mountain School DC Retirement Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardigan Mountain School DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cardigan Mountain School DC Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Cardigan Mountain School DC Retirement Plan reported participants fell from 130 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020223580 · Cardigan Mountain School PY 2023 · 401(k)

Cardigan Mountain School DC Retirement Plan · $25M · 127 · 76th

  • BOOK $25M
  • VS-ST 127
  • BOY 76th
  • SCH 401(k)
  • EBSA near I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan
  • PART ind #2268

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 New Hampshire →

Cardigan Mountain School DC Retirement Plan in the asset neighbourhood

Cardigan Mountain School DC Retirement PlanCardigan Mountain School DC …$25MI.G. Burton and Co., Inc. Salary Deferral 401(k) Ps PlanI.G. Burton and Co., Inc. Sa…$25MAnderson & Vreeland, Inc. Profit Sharing PlanAnderson & Vreeland, Inc. Pr…$25MEnstructure 401(k) Plan$25MYunex LLC Savings Plan$25M
End-of-year total assets ($M) among Cardigan Mountain School DC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN020223580
Plan Effective Date1979-09-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardigan Mountain School)

Sponsor-wide plan assets over time

All Cardigan Mountain School plans reported in each filing year

Latest sponsor-wide plan assets
$27M 23.5836005802268% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.9M $27.1M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 130 $22M
2023 1 127 $25M
2024 1 126 $27M

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cardigan Mountain School DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Cardigan Mountain School DC Retirement Plan, Total assets ($M): 24.999907 · Participants: 127Cardigan Mountain School DC Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Cardigan Mountain School DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Cardigan Mountain School DC Retirement Plan side-by-side with 3 peers →

Cardigan Mountain School DC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan in DE ($25M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Cardigan Mountain School DC Retirement Plan assets move in 2023? ▼
Cardigan Mountain School DC Retirement Plan grew at a solid clip - up 13.9% during 2023, from $22M to $25M. Reported net income was $3M.
How have Cardigan Mountain School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardigan Mountain School's sponsor-wide assets grew 23.6%, from $22M to $27M.
Where does Cardigan Mountain School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Cardigan Mountain School DC Retirement Plan ranks in the 76th 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 401(k) plans are similar in size to Cardigan Mountain School DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan in DE ($25M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Cardigan Mountain School DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A 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 020223580.

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.