401(k) · DOL Form 5500 · 2023

Davidson Day School 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
137
Participants Small participant base
46th
Percentile by assets National rank
$40,830
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davidson Day School Retirement Plan · Sponsored by Davidson Day School · North Carolina · Educational Services

$6M in assets, 137 participants

Davidson Day School's Davidson Day School Retirement Plan reported $6M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,166 in Educational Services (3,735 peers)

Coverage in North Carolina

Davidson Day School Retirement Plan covers 137 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#1,166
in Educational Services (3,735 peers)
+20.1%
assets growth YoY

Davidson Day School Retirement Plan's mid-pack asset rank among Educational Services and all filers

Davidson Day School Retirement Plan vs every filed plan by assets

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

$5,593,766 46th percentile higher than 46% 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

Davidson Day School 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. Davidson Day School Retirement Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davidson Day School Retirement Plan reported net income rose from $679K in the plan year 2022 filing to $936K in the plan year 2023 filing.
  • Davidson Day School Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Davidson Day School Retirement Plan reported participants rose from 125 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 111976223 · Davidson Day School PY 2023 · 401(k)

Davidson Day School Retirement Plan · $6M · 137 · 46th

  • PART $6M
  • PART 137
  • PART 46th
  • PART 401(k)
  • PART near Vibrant Technologies, Inc. 401(k) Profit Sharing Plan & Trust
  • PART ind #1166

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 North Carolina →

Davidson Day School Retirement Plan in the asset neighbourhood

Davidson Day School Retirement PlanDavidson Day School Retireme…$6MVibrant Technologies, Inc. 401(k) Profit Sharing Plan & TrustVibrant Technologies, Inc. 4…$6MHourly Employee 401(k) Thrift Plan of Pcl Infrastructure Management, Inc.Hourly Employee 401(k) Thrif…$6MGlm Energy Services, LLC 401(k) PlanGlm Energy Services, LLC 401…$6MPcm Credit Union 401(k) Plan$6M
End-of-year total assets ($M) among Davidson Day School Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$936K
Employer EIN111976223
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davidson Day School)

Sponsor-wide plan assets over time

All Davidson Day School plans reported in each filing year

Latest sponsor-wide plan assets
$7M 42.13191637817674% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.66M $6.62M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 125 $5M
2023 1 137 $6M
2024 1 145 $7M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Davidson Day School Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Davidson Day School Retirement Plan, Total assets ($B): 0.005593766 · Participants: 137Davidson Day School Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Davidson Day School Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Davidson Day School Retirement Plan side-by-side with 3 peers →

Davidson Day School Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Vibrant Technologies, Inc. 401(k) Profit Sharing Plan & Trust in MN ($6M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Davidson Day School Retirement Plan assets move in 2023? ▼
Davidson Day School Retirement Plan grew sharply - up 20.1% during 2023, from $5M to $6M. Reported net income was $936K.
How have Davidson Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davidson Day School's sponsor-wide assets grew 42.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Davidson Day School Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vibrant Technologies, Inc. 401(k) Profit Sharing Plan & Trust in MN ($6M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Davidson Day School Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 111976223.

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.