Other · DOL Form 5500 · 2023

Cape Henry Collegiate School Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
178
Participants Small participant base
79th
Percentile by assets National rank
$170,348
Avg per participant Above avg balance/head
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Official DOL plan name: Cape Henry Collegiate Retirement Plan · Sponsored by Cape Henry Collegiate School · Virginia · Educational Services

$30M in assets, 178 participants

Cape Henry Collegiate School's Cape Henry Collegiate Retirement Plan reported $30M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,412 in Educational Services (3,735 peers)

Coverage in Virginia

Cape Henry Collegiate Retirement Plan covers 178 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $30M.

#2,412
in Educational Services (3,735 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cape Henry Collegiate Retirement Plan's outsized position by total assets

Cape Henry Collegiate Retirement Plan vs every filed plan by assets

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

$30,321,970 Top 21% higher than 79% 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

Cape Henry Collegiate Retirement 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. Cape Henry Collegiate Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cape Henry Collegiate Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cape Henry Collegiate Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Cape Henry Collegiate Retirement Plan reported participants fell from 189 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540793766 · Cape Henry Collegiate School PY 2023 · Other

Cape Henry Collegiate Retirement Plan · $30M · 178 · 79th

  • EBSA $30M
  • EBSA 178
  • EBSA 79th
  • EBSA Other
  • EBSA near 403(b) Thrift Plan for Employees of the Hagedorn Little Village School
  • EBSA ind #2412

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 →

Cape Henry Collegiate Retirement Plan in the asset neighbourhood

Sewickley Academy DC Plan$30M403(b) Thrift Plan for Employees of the Hagedorn Little Village School403(b) Thrift Plan for Emplo…$30MCape Henry Collegiate Retirement PlanCape Henry Collegiate Retire…$30MAga Institute Retirement Plan$30MCoker University 403(b) Defined Contribution PlanCoker University 403(b) Defi…$30M
End-of-year total assets ($M) among Cape Henry Collegiate Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN540793766
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Henry Collegiate School)

Sponsor-wide plan assets over time

All Cape Henry Collegiate School plans reported in each filing year

Latest sponsor-wide plan assets
$33M 25.00286318589289% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.1M $32.7M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 189 $26M
2023 1 178 $30M
2024 1 183 $33M

Nearby Other Plans in Virginia

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

Cape Henry Collegiate Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Cape Henry Collegiate Retirement Plan, Total assets ($B): 0.03032197 · Participants: 178Cape Henry Collegiate 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
Cape Henry Collegiate Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Cape Henry Collegiate Retirement Plan side-by-side with 3 peers →

Cape Henry Collegiate Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Hagedorn Little Village School in NY ($30M); by covered participants it is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Cape Henry Collegiate Retirement Plan assets move in 2023? ▼
Cape Henry Collegiate Retirement Plan grew sharply - up 16.1% during 2023, from $26M to $30M. Reported net income was $4M.
How have Cape Henry Collegiate School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Henry Collegiate School's sponsor-wide assets grew 25.0%, from $26M to $33M.
Where does Cape Henry Collegiate Retirement Plan rank by assets among Form 5500 filers? ▼
Cape Henry Collegiate Retirement Plan ranks in the 79th 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 Cape Henry Collegiate Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Hagedorn Little Village School in NY ($30M, 449 participants).
Which Other plans cover a similar participant headcount to Cape Henry Collegiate Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants, $72M 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 540793766.

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.