401(k) · DOL Form 5500 · 2023

Carolina Day School, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
223
Participants Below avg headcount
67th
Percentile by assets National rank
$67,049
Avg per participant Below avg balance/head
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Official DOL plan name: Carolina Day School Defined Contribution Retirement Plan · Sponsored by Carolina Day School, Inc. · North Carolina · Educational Services

$15M in assets, 223 participants

Carolina Day School, Inc.'s Carolina Day School Defined Contribution Retirement Plan reported $15M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,853 in Educational Services (3,735 peers)

Coverage in North Carolina

Carolina Day School Defined Contribution Retirement Plan covers 223 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#1,853
in Educational Services (3,735 peers)
+14.9%
assets growth YoY

Carolina Day School Defined Contribution Retirement Plan's outsized position by total assets

Carolina Day School Defined Contribution Retirement Plan vs every filed plan by assets

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

$14,951,993 Top 33% higher than 67% 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

Carolina Day School Defined Contribution 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 Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Day School Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carolina Day School Defined Contribution Retirement Plan reported participants rose from 185 in the plan year 2022 filing to 223 in the plan year 2023 filing.
  • Carolina Day School Defined Contribution Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560125490 · Carolina Day School, Inc. PY 2023 · 401(k)

Carolina Day School Defined Contribution Retirement Plan · $15M · 223 · 67th

  • PHOTO $15M
  • IND 223
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Pflow Industries, Inc. 401(k) Plan
  • PCT ind #1853

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 Day School Defined Contribution Retirement Plan in the asset neighbourhood

Carolina Day School Defined Contribution Retirement PlanCarolina Day School Defined …$15MPflow Industries, Inc. 401(k) PlanPflow Industries, Inc. 401(k…$15MRetirement Plan for Employees of Euro Foods, Inc. D/B/a Citterio U.S.a. CorporationRetirement Plan for Employee…$15MByrne & Jones Enterprises 401(k) PlanByrne & Jones Enterprises 40…$15MAlpine Management Services III 401(k) Profit Sharing Plan & TrustAlpine Management Services I…$15M
End-of-year total assets ($M) among Carolina Day School Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN560125490
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Day School, Inc.)

Sponsor-wide plan assets over time

All Carolina Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.25700295841295% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $16.2M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 185 $13M
2023 1 223 $15M
2024 1 168 $16M

Nearby 401(k) Plans in North Carolina

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

Carolina Day School Defined Contribution Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Day School Defined Contribution Retirement Plan, Total assets ($B): 0.014951993 · Participants: 223Carolina Day School Defined Contribution Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Carolina Day School Defined Contribution Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Day School Defined Contribution Retirement Plan side-by-side with 3 peers →

Carolina Day School Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Pflow Industries, Inc. 401(k) Plan in WI ($15M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Carolina Day School Defined Contribution Retirement Plan assets move in 2023? ▼
Carolina Day School Defined Contribution Retirement Plan grew at a solid clip - up 14.9% during 2023, from $13M to $15M. Reported net income was $2M.
How have Carolina Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Day School, Inc.'s sponsor-wide assets grew 24.3%, from $13M to $16M.
Which 401(k) plans are similar in size to Carolina Day School Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pflow Industries, Inc. 401(k) Plan in WI ($15M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Day School Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 560125490.

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.