Other · DOL Form 5500 · 2023
Independent School Collaborative Retirement Plan
Data updated 2026-08-25
- $281M
- Total assets Near avg plan size
- 2,114
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $132,719
- Avg per participant Near avg balance/head
Official DOL plan name: Independent School Collaborative Multiple Employer Plan · Sponsored by Independent School Collaborative · North Carolina · Educational Services
$281M in assets, 2,114 participants
Independent School Collaborative's Independent School Collaborative Multiple Employer Plan reported $281M in total assets and 2,114 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,493 in Educational Services (3,735 peers)
Coverage in North Carolina
Independent School Collaborative Multiple Employer Plan covers 2,114 participants in North Carolina, 2.6x the typical North Carolina plan (state average ~819 per filing). Assets: $281M.
- #3,493
- in Educational Services (3,735 peers)
- +442.5%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$280,567,748 Top 4% higher than 96% 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
Independent School Collaborative Multiple Employer Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent School Collaborative Multiple Employer Plan lands in the large band (2,114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Independent School Collaborative Multiple Employer Plan reported net income rose from -$2M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Independent School Collaborative Multiple Employer Plan end-of-year assets rose from $52M in the plan year 2022 filing to $281M in the plan year 2023 filing.
- Independent School Collaborative Multiple Employer Plan reported participants rose from 441 in the plan year 2022 filing to 2,114 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 883645602 · Independent School Collaborative PY 2023 · Other
Independent School Collaborative Multiple Employer Plan · $281M · 2,114 · 96th
- PART $281M
- TYPE 2,114
- NET 96th
- BOOK Other
- VS-ST near West Virginia University Medical Corporation 403(b) Plan
- BOY ind #3493
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
North Carolina filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $281M |
| Net Income | $22M |
| Employer EIN | 883645602 |
| Plan Effective Date | 2022-12-01 |
| Filing Status | FILING 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
| 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.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
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 West Virginia University Medical Corporation 403(b) Plan in WV ($282M); by covered participants it is 403(b) Thrift Plan for Cw Group, Inc. in CT (2,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($281M here).
- West Virginia University Medical Corporation 403(b) Plan (WV) $282M · 1,761
- Loma Linda University Faculty Medical Group Tsa Plan (CA) $279M · 3,806
- Frederick Health 403(b) Plan (MD) $283M · 3,374
- Swedish Health Services 403(b) Retirement Plan (WA) $278M · 1,068
Similar participant headcount
Nearest other-state filings by covered participants (2,114 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Cw Group, Inc. (CT) 2,126 · 12 off
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) 2,128 · 14 off
- Citizens Memorial Health Care System Matched Savings Plan (MO) 2,136 · 22 off
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan (PA) 2,136 · 22 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.