Other · DOL Form 5500 · 2023
Spartanburg Day School Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $171,037
- Avg per participant Above avg balance/head
Official DOL plan name: Spartanburg Day School Defined Contribution Retirement Plan · Sponsored by Spartanburg Day School · South Carolina · Educational Services
$18M in assets, 103 participants
Spartanburg Day School's Spartanburg Day School Defined Contribution Retirement Plan reported $18M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #1,976 in Educational Services (3,735 peers)
Coverage in South Carolina
Spartanburg Day School Defined Contribution Retirement Plan covers 103 participants in South Carolina, about 28% of the average South Carolina filer (state average ~369 per filing). Assets: $18M.
- #1,976
- in Educational Services (3,735 peers)
- +15.0%
- assets growth YoY
Spartanburg Day School Defined Contribution Retirement Plan's outsized position by total assets
Spartanburg Day School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,616,774 Top 30% higher than 70% 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
Spartanburg 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. Spartanburg Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spartanburg 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.
- Spartanburg Day School Defined Contribution Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Spartanburg Day School Defined Contribution Retirement Plan reported participants fell from 107 in the plan year 2022 filing to 103 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 570371816 · Spartanburg Day School PY 2023 · Other
Spartanburg Day School Defined Contribution Retirement Plan · $18M · 103 · 70th
- PCT $18M
- PCT 103
- PCT 70th
- PCT Other
- PCT near Wesley Homes 403(b) Thrift Plan
- PCT ind #1976
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 South Carolina →
Spartanburg Day School Defined Contribution Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 570371816 |
| Plan Effective Date | 1962-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spartanburg Day School)
Sponsor-wide plan assets over time
All Spartanburg Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 28.875017977701056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $15M |
| 2023 | 1 | 103 | $18M |
| 2024 | 1 | 95 | $20M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
Spartanburg Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Wesley Homes 403(b) Thrift Plan in WA ($18M); by covered participants it is Marine Military Academy, Inc. Retirement Plan in TX (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Wesley Homes 403(b) Thrift Plan (WA) $18M · 408
- Hhi Retirement Savings Plan (MI) $18M · 423
- P.G. Chambers School 403(b) Plan (NJ) $18M · 179
- Saban Community Clinic 403(b) Employer Retirement Plan (CA) $18M · 313
Similar participant headcount
Nearest other-state filings by covered participants (103 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.