Profit Sharing · DOL Form 5500 · 2023
The Rumson Country Day School Profit Sharing Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 110
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $257,158
- Avg per participant Above avg balance/head
Official DOL plan name: The Rumson Country Day School DC Retirement Plan · Sponsored by The Rumson Country Day School · New Jersey · Educational Services
$28M in assets, 110 participants
The Rumson Country Day School's The Rumson Country Day School DC Retirement Plan reported $28M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,351 in Educational Services (3,735 peers)
Coverage in New Jersey
The Rumson Country Day School DC Retirement Plan covers 110 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $28M.
- #2,351
- in Educational Services (3,735 peers)
- +16.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Rumson Country Day School DC Retirement Plan's outsized position by total assets
The Rumson Country Day School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,287,347 Top 22% higher than 78% 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 Rumson Country Day 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. The Rumson Country Day School DC Retirement Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Rumson Country Day School DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Rumson Country Day School DC Retirement Plan reported participants rose from 90 in the plan year 2022 filing to 110 in the plan year 2023 filing.
- The Rumson Country Day School DC Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 210639372 · The Rumson Country Day School PY 2023 · Profit Sharing
The Rumson Country Day School DC Retirement Plan · $28M · 110 · 78th
- ASSETS $28M
- ASSETS 110
- ASSETS 78th
- ASSETS Profit Sharing
- ASSETS near I.B.E.W. Local 246 Retirement Plan
- ASSETS ind #2351
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 Jersey →
The Rumson Country Day School DC Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 210639372 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rumson Country Day School)
Sponsor-wide plan assets over time
All The Rumson Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 27.45589223740208% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $24M |
| 2023 | 1 | 110 | $28M |
| 2024 | 1 | 106 | $31M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
The Rumson Country Day School DC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is I.B.E.W. Local 246 Retirement Plan in OH ($28M); by covered participants it is Employee Benefit Plan of Legal Services of the Hudson Valley in NY (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 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.