Other · DOL Form 5500 · 2023
Lake Forest Country Day School Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $122,399
- Avg per participant Near avg balance/head
Official DOL plan name: Lake Forest Country Day School 403b · Sponsored by Lake Forest Country Day School · Illinois · Educational Services
$14M in assets, 114 participants
Lake Forest Country Day School's Lake Forest Country Day School 403b reported $14M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #1,797 in Educational Services (3,735 peers)
Coverage in Illinois
Lake Forest Country Day School 403b covers 114 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $14M.
- #1,797
- in Educational Services (3,735 peers)
- +12.3%
- assets growth YoY
Lake Forest Country Day School 403b's mid-pack asset rank among Educational Services and all filers
Lake Forest Country Day School 403b vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,953,454 Top 34% higher than 66% 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
Lake Forest Country Day School 403b 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. Lake Forest Country Day School 403b sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lake Forest Country Day School 403b reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lake Forest Country Day School 403b reported participants rose from 98 in the plan year 2022 filing to 114 in the plan year 2023 filing.
- Lake Forest Country Day School 403b end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 362415685 · Lake Forest Country Day School PY 2023 · Other
Lake Forest Country Day School 403b · $14M · 114 · 66th
- NET $14M
- BOOK 114
- VS-ST 66th
- BOY Other
- SCH near National Society Daughters of the American Revolution 403(b) Plan
- EBSA ind #1797
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 Illinois →
Lake Forest Country Day School 403b in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 362415685 |
| Plan Effective Date | 2001-09-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest Country Day School)
Sponsor-wide plan assets over time
All Lake Forest Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 25.459051262794002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $12M |
| 2023 | 1 | 114 | $14M |
| 2024 | 1 | 153 | $16M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Lake Forest Country Day School 403b's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is National Society Daughters of the American Revolution 403(b) Plan in DC ($14M); by covered participants it is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 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.