Other · DOL Form 5500 · 2023

Communities in Schools Charlotte Mecklenberg, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
120
Participants Small participant base
44th
Percentile by assets National rank
$41,068
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Communities in Schools Retirement Plan · Sponsored by Communities in Schools Charlotte Mecklenberg, Inc. · North Carolina · Educational Services

$5M in assets, 120 participants

Communities in Schools Charlotte Mecklenberg, Inc.'s Communities in Schools Retirement Plan reported $5M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,097 in Educational Services (3,735 peers)

Coverage in North Carolina

Communities in Schools Retirement Plan covers 120 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#1,097
in Educational Services (3,735 peers)
+12.0%
assets growth YoY

Communities in Schools Retirement Plan's mid-pack asset rank among Educational Services and all filers

Communities in Schools Retirement Plan vs every filed plan by assets

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

$4,928,172 44th percentile higher than 44% 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

Communities in Schools 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. Communities in Schools Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Communities in Schools Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Communities in Schools Retirement Plan reported net income fell from $600K in the plan year 2022 filing to $530K in the plan year 2023 filing.
  • Communities in Schools Retirement Plan reported participants rose from 115 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581661795 · Communities in Schools Charlotte Mecklenberg, Inc. PY 2023 · Other

Communities in Schools Retirement Plan · $5M · 120 · 44th

  • SCH $5M
  • EBSA 120
  • PART 44th
  • TYPE Other
  • NET near Central Missouri Community Action Er 403(b) Plan
  • BOOK ind #1097

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 →

Communities in Schools Retirement Plan in the asset neighbourhood

Communities in Schools Retirement PlanCommunities in Schools Retir…$5MCentral Missouri Community Action Er 403(b) PlanCentral Missouri Community A…$5MFamily Forum, Inc. 403(b) PlanFamily Forum, Inc. 403(b) Pl…$5MMountain Laurel Medical Center 403(b) PlanMountain Laurel Medical Cent…$5MAlternative Family Services Tax Sheltered Annuity PlanAlternative Family Services …$5M
End-of-year total assets ($M) among Communities in Schools Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$530K
Employer EIN581661795
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Communities in Schools Charlotte Mecklenberg, Inc.)

Sponsor-wide plan assets over time

All Communities in Schools Charlotte Mecklenberg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 10.050739793325775% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M 202220232024 $4.4M $4.84M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 115 $4M
2023 1 120 $5M
2024 1 116 $5M

Nearby Other Plans in North Carolina

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

Communities in Schools Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Communities in Schools Retirement Plan, Total assets ($B): 0.004928172 · Participants: 120Communities in Schools Retirement 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
Communities in Schools Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Communities in Schools Retirement Plan side-by-side with 3 peers →

Communities in Schools Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Central Missouri Community Action Er 403(b) Plan in MO ($5M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Communities in Schools Retirement Plan assets move in 2023? ▼
Communities in Schools Retirement Plan grew at a solid clip - up 12.0% during 2023, from $4M to $5M. Reported net income was $530K.
How have Communities in Schools Charlotte Mecklenberg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Communities in Schools Charlotte Mecklenberg, Inc.'s sponsor-wide assets grew 10.1%, from $4M to $5M.
Which Other plans are similar in size to Communities in Schools Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Central Missouri Community Action Er 403(b) Plan in MO ($5M, 202 participants).
Which Other plans cover a similar participant headcount to Communities in Schools Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Detroit Educational Television Foundation 403(b) Plan in MI (120 participants, $30M 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 581661795.

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.