Other · DOL Form 5500 · 2023

Forsyth Country Day School Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
176
Participants Small participant base
81st
Percentile by assets National rank
$201,070
Avg per participant Above avg balance/head
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Official DOL plan name: Forsyth Country Day School Defined Contribution Re · Sponsored by Forsyth Country Day School · North Carolina · Educational Services

$35M in assets, 176 participants

Forsyth Country Day School's Forsyth Country Day School Defined Contribution Re reported $35M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,522 in Educational Services (3,735 peers)

Coverage in North Carolina

Forsyth Country Day School Defined Contribution Re covers 176 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.

#2,522
in Educational Services (3,735 peers)
+13.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Forsyth Country Day School Defined Contribution Re's outsized position by total assets

Forsyth Country Day School Defined Contribution Re vs every filed plan by assets

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

$35,388,280 Top 19% higher than 81% 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

Forsyth Country Day School Defined Contribution Re 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. Forsyth Country Day School Defined Contribution Re sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forsyth Country Day School Defined Contribution Re reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Forsyth Country Day School Defined Contribution Re end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Forsyth Country Day School Defined Contribution Re reported participants rose from 160 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560940956 · Forsyth Country Day School PY 2023 · Other

Forsyth Country Day School Defined Contribution Re · $35M · 176 · 81st

  • PCT $35M
  • EIN 176
  • RANK 81st
  • PHOTO Other
  • IND near Chesapeake Bay Foundation, Inc. 403(b) Plan
  • EOY ind #2522

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 →

Forsyth Country Day School Defined Contribution Re in the asset neighbourhood

Douglas a. Thom Clinic, Inc. Retirement PlanDouglas a. Thom Clinic, Inc.…$35MChesapeake Bay Foundation, Inc. 403(b) PlanChesapeake Bay Foundation, I…$35MForsyth Country Day School Defined Contribution ReForsyth Country Day School D…$35MWhitney Museum of American Art 403(b) Retirement PlanWhitney Museum of American A…$35MBirch Wathen Lenox School Defined Contribution Retirement PlanBirch Wathen Lenox School De…$35M
End-of-year total assets ($M) among Forsyth Country Day School Defined Contribution Re and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN560940956
Plan Effective Date1970-05-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Forsyth Country Day School)

Sponsor-wide plan assets over time

All Forsyth Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$38M 21.668056087122032% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.2M $38M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 160 $31M
2023 1 176 $35M
2024 1 174 $38M

Nearby Other Plans in North Carolina

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

Forsyth Country Day School Defined Contribution Re vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Forsyth Country Day School Defined Contribution Re, Total assets ($B): 0.03538828 · Participants: 176Forsyth Country Day School Defined Contribution ReThe 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
Forsyth Country Day School Defined Contribution Re vs. nearby Other plans in North Carolina, assets vs. participants
Compare Forsyth Country Day School Defined Contribution Re side-by-side with 3 peers →

Forsyth Country Day School Defined Contribution Re's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Chesapeake Bay Foundation, Inc. 403(b) Plan in MD ($35M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (176 participants). Same-state nearby plans are listed separately above.

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 Forsyth Country Day School Defined Contribution Re assets move in 2023? ▼
Forsyth Country Day School Defined Contribution Re grew at a solid clip - up 13.5% during 2023, from $31M to $35M. Reported net income was $4M.
How have Forsyth Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forsyth Country Day School's sponsor-wide assets grew 21.7%, from $31M to $38M.
Where does Forsyth Country Day School Defined Contribution Re rank by assets among Form 5500 filers? ▼
Forsyth Country Day School Defined Contribution Re ranks in the 81st 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 Forsyth Country Day School Defined Contribution Re? ▼
Among Other plans in other states, the closest by assets is Chesapeake Bay Foundation, Inc. 403(b) Plan in MD ($35M, 214 participants).
Which Other plans cover a similar participant headcount to Forsyth Country Day School Defined Contribution Re? ▼
Among Other plans in other states, the closest by covered participants is Covenant College Retirement Plan Defined Contribution in GA (176 participants, $35M 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 560940956.

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.