Money Purchase · DOL Form 5500 · 2023
Summit Country Day School, Inc. Money Purchase Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 248
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $95,054
- Avg per participant Below avg balance/head
Official DOL plan name: Summit Country Day School Employee's Pension Plan · Sponsored by Summit Country Day School, Inc. · Ohio · Educational Services
$24M in assets, 248 participants
Summit Country Day School, Inc.'s Summit Country Day School Employee's Pension Plan reported $24M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,221 in Educational Services (3,735 peers)
Coverage in Ohio
Summit Country Day School Employee's Pension Plan covers 248 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $24M.
- #2,221
- in Educational Services (3,735 peers)
- +15.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Summit Country Day School Employee's Pension Plan's outsized position by total assets
Summit Country Day School Employee's Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,573,366 Top 24% higher than 76% 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
Summit Country Day School Employee's Pension 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. Summit Country Day School Employee's Pension Plan sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Summit Country Day School Employee's Pension Plan reported net income rose from $842K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Summit Country Day School Employee's Pension Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Summit Country Day School Employee's Pension Plan reported participants rose from 237 in the plan year 2022 filing to 248 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 310537173 · Summit Country Day School, Inc. PY 2023 · Money Purchase
Summit Country Day School Employee's Pension Plan · $24M · 248 · 76th
- PHOTO $24M
- PHOTO 248
- PHOTO 76th
- PHOTO Money Purchase
- PHOTO near Comprehensive Healthcare Employee Pension Benefit Plan
- PHOTO ind #2221
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 Ohio →
Summit Country Day School Employee's Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 310537173 |
| Plan Effective Date | 1977-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Country Day School, Inc.)
Sponsor-wide plan assets over time
All Summit Country Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 26.0499311785875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 237 | $20M |
| 2023 | 1 | 248 | $24M |
| 2024 | 1 | 236 | $26M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
Summit Country Day School Employee's Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Comprehensive Healthcare Employee Pension Benefit Plan in WA ($23M); by covered participants it is Mdrc Pension Plan in NY (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Comprehensive Healthcare Employee Pension Benefit Plan (WA) $23M · 512
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan (CO) $23M · 90
- San Francisco Travel Association Money Purchase Plan (CA) $24M · 44
- Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust (IL) $23M · 1
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- Mdrc Pension Plan (NY) 249 · 1 off
- Fidelity Money Purchase Plan (IA) 249 · 1 off
- Delta Dental of Missouri Money Purchase Pension Plan (MO) 249 · 1 off
- University of Maryland Physicians, P.a. Money Purchase Pension Plan and Trust (MD) 249 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.