Other · DOL Form 5500 · 2023
The Fletcher School Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $60,671
- Avg per participant Low balance/head
Official DOL plan name: The Fletcher School Tax Deferred Annuity Plan · Sponsored by The Fletcher School · North Carolina · Educational Services
$6M in assets, 94 participants
The Fletcher School's The Fletcher School Tax Deferred Annuity Plan reported $6M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #1,179 in Educational Services (3,735 peers)
2023 asset change
The Fletcher School Tax Deferred Annuity Plan surged 30.1% in 2023 ($4M → $6M) for 94 participants.
- #1,179
- in Educational Services (3,735 peers)
- +30.1%
- assets growth YoY
The Fletcher School Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers
The Fletcher School Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,703,114 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Fletcher School Tax Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fletcher School Tax Deferred Annuity Plan is a small filing (94 participants) on this national headcount ladder.
DOL schedule card
Filing strip 561340099 · The Fletcher School PY 2023 · Other
The Fletcher School Tax Deferred Annuity Plan · $6M · 94 · 47th
- EIN $6M
- RANK 94
- PHOTO 47th
- IND Other
- EOY near 403(b) Thrift Plan of Sunnyside Community Services, Inc.
- 5500 ind #1179
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 →
The Fletcher School Tax Deferred Annuity Plan in the asset neighbourhood
The Fletcher School years around the 2023 move
Sponsor-wide plan assets over time
All The Fletcher School plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 94 | $6M |
| 2024 | 1 | 95 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 561340099 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
The Fletcher School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Sunnyside Community Services, Inc. in NY ($6M); by covered participants it is Morrow Memorial Home for the Aged, Inc. in WI (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 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.