Other · DOL Form 5500 · 2023

Jacksonville Country Day School, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
90
Participants Small participant base
61st
Percentile by assets National rank
$123,430
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jacksonville Country Day School, Inc. 403(b) Plan · Sponsored by Jacksonville Country Day School, Inc. · Florida · Educational Services

$11M in assets, 90 participants

Jacksonville Country Day School, Inc.'s Jacksonville Country Day School, Inc. 403(b) Plan reported $11M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,643 in Educational Services (3,735 peers)

Jacksonville Country Day School, Inc. multi-year trail

Jacksonville Country Day School, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Jacksonville Country Day School, Inc. 403(b) Plan at $11M / 90 participants.

#1,643
in Educational Services (3,735 peers)
+15.9%
assets growth YoY

Jacksonville Country Day School, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Jacksonville Country Day School, Inc. 403(b) Plan vs every filed plan by assets

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

$11,108,700 Top 39% higher than 61% 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

Jacksonville Country Day School, Inc. 403(b) 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. Jacksonville Country Day School, Inc. 403(b) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacksonville Country Day School, Inc. 403(b) Plan reported net income rose from $564K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jacksonville Country Day School, Inc. 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Jacksonville Country Day School, Inc. 403(b) Plan reported participants rose from 78 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590905430 · Jacksonville Country Day School, Inc. PY 2023 · Other

Jacksonville Country Day School, Inc. 403(b) Plan · $11M · 90 · 61st

  • EIN $11M
  • RANK 90
  • PHOTO 61st
  • IND Other
  • EOY near Stoneleigh-Burnham School 403(b) DC Plan
  • 5500 ind #1643

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 Florida →

Jacksonville Country Day School, Inc. 403(b) Plan in the asset neighbourhood

Stoneleigh-Burnham School 403(b) DC PlanStoneleigh-Burnham School 40…$11MSherrill House, Inc. 403(b) Retirement PlanSherrill House, Inc. 403(b) …$11MJacksonville Country Day School, Inc. 403(b) PlanJacksonville Country Day Sch…$11MLakeshore Community Services, Inc. Tsa Retirement Savings PlanLakeshore Community Services…$11MLittle Falls Hospital 403(b) Retirement PlanLittle Falls Hospital 403(b)…$11M
End-of-year total assets ($M) among Jacksonville Country Day School, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Jacksonville Country Day School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jacksonville Country Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.190160702256122% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.58M $12.2M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 90 $11M
2024 1 95 $12M

Jacksonville Country Day School, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN590905430
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Jacksonville Country Day School, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Jacksonville Country Day School, Inc. 403(b) Plan, Total assets ($B): 0.0111087 · Participants: 90Jacksonville Country Day School, Inc. 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Jacksonville Country Day School, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Jacksonville Country Day School, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Stoneleigh-Burnham School 403(b) DC Plan in MA ($11M); by covered participants it is San Diego Foundation Section 403(b) Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Jacksonville Country Day School, Inc. 403(b) Plan assets move in 2023?
Jacksonville Country Day School, Inc. 403(b) Plan grew sharply - up 15.9% during 2023, from $10M to $11M. Reported net income was $2M.
How have Jacksonville Country Day School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jacksonville Country Day School, Inc.'s sponsor-wide assets grew 27.2%, from $10M to $12M.
Which Other plans are similar in size to Jacksonville Country Day School, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Stoneleigh-Burnham School 403(b) DC Plan in MA ($11M, 50 participants).
Which Other plans cover a similar participant headcount to Jacksonville Country Day School, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is San Diego Foundation Section 403(b) Plan in CA (90 participants, $15M in assets).