Other · DOL Form 5500 · 2022
Independent School Collaborative Retirement Plan
Data updated 2026-08-11
- $52M
- Total assets
- 441
- Participants
- 88th
- Percentile by assets
- $117,279
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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).
- $52M
- total plan assets (2022 EOY)
- 441
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $117,279
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Independent School Collaborative Multiple Employer Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$2M |
| Employer EIN | 883645602 |
| Plan Effective Date | 2022-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independent School Collaborative)
| 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
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Similar-Sized Other Plans Nationally
Other plans in other states closest to Independent School Collaborative Multiple Employer Plan by total assets, not by location.
Frequently Asked Questions
How have Independent School Collaborative plan assets changed over time? ▼
Where does Independent School Collaborative Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Independent School Collaborative Multiple Employer Plan? ▼
Next read for Independent School Collaborative Multipl…
Scale reading
Ways to act on Independent School Collaborative Multiple Employer Plan's numbers.
- By total assets, Independent School Collaborative Multiple Employer Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Independent School Collaborative's sponsor-wide assets have grown 768.1% since 2022 across 3 plan years on file. More Educational Services plans