Other · DOL Form 5500 · 2023

Mountain Island Charter School Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
229
Participants Below avg headcount
40th
Percentile by assets National rank
$17,617
Avg per participant Low balance/head
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Official DOL plan name: Mountain Island Charter School 403b Plan · Sponsored by Mountain Island Charter School · North Carolina · Educational Services

$4M in assets, 229 participants

Mountain Island Charter School's Mountain Island Charter School 403b Plan reported $4M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,001 in Educational Services (3,735 peers)

Coverage in North Carolina

Mountain Island Charter School 403b Plan covers 229 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#1,001
in Educational Services (3,735 peers)
+27.1%
assets growth YoY

Mountain Island Charter School 403b Plan's mid-pack asset rank among Educational Services and all filers

Mountain Island Charter School 403b Plan vs every filed plan by assets

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

$4,034,371 40th percentile higher than 40% 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

Mountain Island Charter School 403b 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. Mountain Island Charter School 403b Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountain Island Charter School 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mountain Island Charter School 403b Plan reported net income rose from $805K in the plan year 2022 filing to $860K in the plan year 2023 filing.
  • Mountain Island Charter School 403b Plan reported participants rose from 220 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800467949 · Mountain Island Charter School PY 2023 · Other

Mountain Island Charter School 403b Plan · $4M · 229 · 40th

  • 5500 $4M
  • 5500 229
  • 5500 40th
  • 5500 Other
  • 5500 near Escuela Bilingue Internacional 403(b) Retirement Plan
  • 5500 ind #1001

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 →

Mountain Island Charter School 403b Plan in the asset neighbourhood

Escuela Bilingue Internacional 403(b) Retirement PlanEscuela Bilingue Internacion…$4MDistrict 7 Hrdc Retirement PlanDistrict 7 Hrdc Retirement P…$4M403(b) Thrift Plan of Ashtabula County Community Action Agency403(b) Thrift Plan of Ashtab…$4MMountain Island Charter School 403b PlanMountain Island Charter Scho…$4MNcrp Tax Sheltered Annuity PlanNcrp Tax Sheltered Annuity P…$4M
End-of-year total assets ($M) among Mountain Island Charter School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$860K
Employer EIN800467949
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain Island Charter School)

Sponsor-wide plan assets over time

All Mountain Island Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.48228641407726% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.17M $5.16M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 220 $3M
2023 1 229 $4M
2024 1 284 $5M

Nearby Other Plans in North Carolina

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

Mountain Island Charter School 403b Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Mountain Island Charter School 403b Plan, Total assets ($B): 0.004034371 · Participants: 229Mountain Island Charter School 403b PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Mountain Island Charter School 403b Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Mountain Island Charter School 403b Plan side-by-side with 3 peers →

Mountain Island Charter School 403b Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Escuela Bilingue Internacional 403(b) Retirement Plan in CA ($4M); by covered participants it is Caring People Alliance Defined Contribution Retirement Plan in PA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Mountain Island Charter School 403b Plan assets move in 2023? ▼
Mountain Island Charter School 403b Plan grew sharply - up 27.1% during 2023, from $3M to $4M. Reported net income was $860K.
How have Mountain Island Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Island Charter School's sponsor-wide assets grew 62.5%, from $3M to $5M.
Which Other plans are similar in size to Mountain Island Charter School 403b Plan? ▼
Among Other plans in other states, the closest by assets is Escuela Bilingue Internacional 403(b) Retirement Plan in CA ($4M, 100 participants).
Which Other plans cover a similar participant headcount to Mountain Island Charter School 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Caring People Alliance Defined Contribution Retirement Plan in PA (229 participants, $5M 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 800467949.

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.