Other · DOL Form 5500 · 2023

Spartanburg Day School Retirement Plan

Data updated 2026-08-11

$18M
Total assets
103
Participants
70th
Percentile by assets
$171,037
Avg per participant
PlainRetire home → About this data

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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$18M
total plan assets (2023 EOY)
103
covered participants
70th
percentile by assets (of 127,072 plans)
$171,037
avg assets per participant

Where Spartanburg Day School Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
South Carolina
Industry
Educational Services

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. Spartanburg Day School Defined Contribution Retirement Plan reports 103 participants - about 28% of that state average ($18M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN570371816
Plan Effective Date1962-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spartanburg Day School)

$14M$16M$18M$20M$22M 202220232024 $15.3M $19.7M ▲ +28.9%
Total plan assets by year, all Spartanburg Day School plans on file
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.

Spartanburg Day School Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Spartanburg Day Scho…, Total assets ($M): 17.616774 · Participants: 103Spartanburg Day Scho…Prisma Health 401(a)…, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a)…Roper St. Francis He…, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis He…Furman University De…, Total assets ($M): 324.64641 · Participants: 1710Furman University De…Anmed Health Retirem…, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirem…Tidelands Health 403…, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403…
Spartanburg Day School Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Spartanburg Day School Defined Contribut… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Spartanburg Day School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Spartanburg Day School Defined Contribution Retirement Plan assets move in 2023? ▼
Spartanburg Day School Defined Contribution Retirement Plan grew sharply - up 15.0% during 2023, from $15M to $18M. Reported net income was $2M.
How have Spartanburg Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spartanburg Day School's sponsor-wide assets grew 28.9%, from $15M to $20M.
Which Other plans are similar in size to Spartanburg Day School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wesley Homes 403(b) Thrift Plan in WA ($18M, 408 participants).

Next read for Spartanburg Day School Defined Contribut…

Filing takeaways

Ways to act on Spartanburg Day School Defined Contribution Retirement Plan's numbers.

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 570371816.

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.