Other · DOL Form 5500 · 2023

Burgundy Farm Country Day School Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
76
Participants Small participant base
72nd
Percentile by assets National rank
$260,673
Avg per participant Above avg balance/head
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Official DOL plan name: Burgundy Farm Country Day School Defined Retirement Plan · Sponsored by Burgundy Farm Country Day School · Virginia · Educational Services

$20M in assets, 76 participants

Burgundy Farm Country Day School's Burgundy Farm Country Day School Defined Retirement Plan reported $20M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,065 in Educational Services (3,735 peers)

Burgundy Farm Country Day School multi-year trail

Burgundy Farm Country Day School's plans moved -31.0% in assets from 2022 to 2024; this filing shows Burgundy Farm Country Day School Defined Retirement Plan at $20M / 76 participants.

#2,065
in Educational Services (3,735 peers)
+13.3%
assets growth YoY

Burgundy Farm Country Day School Defined Retirement Plan's outsized position by total assets

Burgundy Farm Country Day School Defined Retirement Plan vs every filed plan by assets

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

$19,811,135 Top 28% higher than 72% 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

Burgundy Farm Country Day School Defined Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burgundy Farm Country Day School Defined Retirement Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burgundy Farm Country Day School Defined Retirement Plan reported net income rose from $489K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Burgundy Farm Country Day School Defined Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540540100 · Burgundy Farm Country Day School PY 2023 · Other

Burgundy Farm Country Day School Defined Retirement Plan · $20M · 76 · 72nd

  • TYPE $20M
  • TYPE 76
  • TYPE 72nd
  • TYPE Other
  • TYPE near Lubbock Christian University 403(b) Plan
  • TYPE ind #2065

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 Virginia →

Burgundy Farm Country Day School Defined Retirement Plan in the asset neighbourhood

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift PlanDeaconess Health System, Inc…$20MBurgundy Farm Country Day School Defined Retirement PlanBurgundy Farm Country Day Sc…$20MLubbock Christian University 403(b) PlanLubbock Christian University…$20MEventide 403(b) Tax Deferred Savings PlanEventide 403(b) Tax Deferred…$20MEden Autism Services, Inc. 403(b) Retirement PlanEden Autism Services, Inc. 4…$20M
End-of-year total assets ($M) among Burgundy Farm Country Day School Defined Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Burgundy Farm Country Day School multi-year asset trail

Sponsor-wide plan assets over time

All Burgundy Farm Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.04270239006115% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $17.5M $12.1M ▼ -31.1%
Year Plans Participants Total Assets
2022 1 76 $17M
2023 1 76 $20M
2024 1 72 $12M

Burgundy Farm Country Day School filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN540540100
Plan Effective Date2002-10-22
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

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

Burgundy Farm Country Day School Defined Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Burgundy Farm Country Day School Defined Retirement Plan, Total assets ($B): 0.019811135 · Participants: 76Burgundy Farm Country Day School Defined Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Burgundy Farm Country Day School Defined Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Burgundy Farm Country Day School Defined Retirement Plan side-by-side with 3 peers →

Burgundy Farm Country Day School Defined Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Lubbock Christian University 403(b) Plan in TX ($20M); by covered participants it is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Burgundy Farm Country Day School Defined Retirement Plan assets move in 2023? ▼
Burgundy Farm Country Day School Defined Retirement Plan grew at a solid clip - up 13.3% during 2023, from $17M to $20M. Reported net income was $2M.
How have Burgundy Farm Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgundy Farm Country Day School's sponsor-wide assets declined 31.0%, from $17M to $12M.
Which Other plans are similar in size to Burgundy Farm Country Day School Defined Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lubbock Christian University 403(b) Plan in TX ($20M, 376 participants).
Which Other plans cover a similar participant headcount to Burgundy Farm Country Day School Defined Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH (76 participants, $4M 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 540540100.

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.