Other · DOL Form 5500 · 2022

Independent School Collaborative Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
441
Participants Below avg headcount
88th
Percentile by assets National rank
$117,279
Avg per participant Below avg balance/head
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Official DOL plan name: Independent School Collaborative Multiple Employer Plan · Sponsored by Independent School Collaborative · North Carolina · Educational Services

$52M in assets, 441 participants

Independent School Collaborative's Independent School Collaborative Multiple Employer Plan reported $52M in total assets and 441 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,146 in Educational Services (4,024 peers)

Where Independent School Collaborative Multiple Employer Plan sits by assets

Independent School Collaborative Multiple Employer Plan sits in the top quartile of all filed plans by assets, $52M for 441 participants (~$117,279/participant).

#3,146
in Educational Services (4,024 peers)
-$2M
reported net income
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independent School Collaborative Multiple Employer Plan's outsized position by total assets

Independent School Collaborative Multiple Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$51,720,042 Top 12% higher than 88% of 139,123 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 2022

Independent School Collaborative Multiple Employer Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent School Collaborative Multiple Employer Plan sits mid-pack in the medium band (441 participants).

DOL schedule card

Filing strip 883645602 · Independent School Collaborative PY 2022 · Other

Independent School Collaborative Multiple Employer Plan · $52M · 441 · 88th

  • RANK $52M
  • PHOTO 441
  • IND 88th
  • EOY Other
  • 5500 near Franklin W. Olin College of Engineering 403(b) Retirement Plan
  • ASSETS ind #3146

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 →

Independent School Collaborative Multiple Employer Plan in the asset neighbourhood

Greenhill School 403(b) Plan$52MNorfolk Academy Pre-Tax Savings and Retirement PlanNorfolk Academy Pre-Tax Savi…$52MIndependent School Collaborative Multiple Employer PlanIndependent School Collabora…$52MFranklin W. Olin College of Engineering 403(b) Retirement PlanFranklin W. Olin College of …$52M403(b) Thrift Plan for Neighborcare Health403(b) Thrift Plan for Neigh…$52M
End-of-year total assets ($M) among Independent School Collaborative Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$52M
Net Income-$2M
Employer EIN883645602
Plan Effective Date2022-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent School Collaborative)

Sponsor-wide plan assets over time

All Independent School Collaborative plans reported in each filing year

Latest sponsor-wide plan assets
$449M 768.1332238670649% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $51.7M $449M ▲ +768.1%
Year Plans Participants Total Assets
2022 1 441 $52M
2023 1 2,114 $281M
2024 1 3,563 $449M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Independent School Collaborative Multiple Employer Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Independent School Collaborative Multiple Employer Plan, Total assets ($B): 0.051720042 · Participants: 441Independent School Collaborative Multiple Employer PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Independent School Collaborative Multiple Employer Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Independent School Collaborative Multiple Employer Plan side-by-side with 3 peers →

Independent School Collaborative Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA ($52M); by covered participants it is California Institute of the Arts Retirement Plan in CA (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Independent School Collaborative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent School Collaborative's sponsor-wide assets grew 768.1%, from $52M to $449M.
Where does Independent School Collaborative Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Independent School Collaborative Multiple Employer Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Independent School Collaborative Multiple Employer Plan? ▼
Among Other plans in other states, the closest by assets is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA ($52M, 129 participants).
Which Other plans cover a similar participant headcount to Independent School Collaborative Multiple Employer Plan? ▼
Among Other plans in other states, the closest by covered participants is California Institute of the Arts Retirement Plan in CA (441 participants, $77M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 883645602.

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.