Other · DOL Form 5500 · 2023

Providence Day School, Inc Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
392
Participants Below avg headcount
89th
Percentile by assets National rank
$178,898
Avg per participant Above avg balance/head
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Official DOL plan name: Providence Day School Defined Contribution Plan · Sponsored by Providence Day School, Inc · North Carolina · Educational Services

$70M in assets, 392 participants

Providence Day School, Inc's Providence Day School Defined Contribution Plan reported $70M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,976 in Educational Services (3,735 peers)

Coverage in North Carolina

Providence Day School Defined Contribution Plan covers 392 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $70M.

#2,976
in Educational Services (3,735 peers)
+8.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Providence Day School Defined Contribution Plan's outsized position by total assets

Providence Day School Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$70,127,973 Top 11% higher than 89% of 127,068 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 2023

Providence Day School Defined Contribution 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. Providence Day School Defined Contribution Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Providence Day School Defined Contribution Plan reported net income fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Providence Day School Defined Contribution Plan end-of-year assets rose from $65M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Providence Day School Defined Contribution Plan reported participants rose from 380 in the plan year 2022 filing to 392 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560952382 · Providence Day School, Inc PY 2023 · Other

Providence Day School Defined Contribution Plan · $70M · 392 · 89th

  • EOY $70M
  • 5500 392
  • ASSETS 89th
  • PCT Other
  • EIN near Tabor Academy Defined Contribution Plan
  • RANK ind #2976

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 →

Providence Day School Defined Contribution Plan in the asset neighbourhood

Bd Savings Plan for Puerto Rico EmployeesBd Savings Plan for Puerto R…$70MWayne Memorial Defined Contribution 403(b) PlanWayne Memorial Defined Contr…$70MProvidence Day School Defined Contribution PlanProvidence Day School Define…$70MTabor Academy Defined Contribution PlanTabor Academy Defined Contri…$70MAmerican Society for Microbiology DC Retirement PlanAmerican Society for Microbi…$70M
End-of-year total assets ($M) among Providence Day School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$70M
Net Income$5M
Employer EIN560952382
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Providence Day School, Inc)

Sponsor-wide plan assets over time

All Providence Day School, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$76M 17.88007244971015% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.7M $76.3M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 380 $65M
2023 1 392 $70M
2024 1 406 $76M

Nearby Other Plans in North Carolina

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

Providence Day School Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Providence Day School Defined Contribution Plan, Total assets ($B): 0.070127973 · Participants: 392Providence Day School Defined Contribution PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Providence Day School Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Providence Day School Defined Contribution Plan side-by-side with 3 peers →

Providence Day School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Tabor Academy Defined Contribution Plan in MA ($70M); by covered participants it is Food for the Poor 403b Plan in FL (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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.

Frequently Asked Questions

How did Providence Day School Defined Contribution Plan assets move in 2023? ▼
Providence Day School Defined Contribution Plan grew at a solid clip - up 8.3% during 2023, from $65M to $70M. Reported net income was $5M.
How have Providence Day School, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Providence Day School, Inc's sponsor-wide assets grew 17.9%, from $65M to $76M.
Where does Providence Day School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Providence Day School Defined Contribution Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Providence Day School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Tabor Academy Defined Contribution Plan in MA ($70M, 210 participants).
Which Other plans cover a similar participant headcount to Providence Day School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Food for the Poor 403b Plan in FL (392 participants, $26M in assets).

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 560952382.

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.