Other · DOL Form 5500 · 2023

Charlotte Latin Schools, Inc. Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
336
Participants Below avg headcount
87th
Percentile by assets National rank
$177,244
Avg per participant Above avg balance/head
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Official DOL plan name: Charlotte Latin Schools, Inc. Retirement Income Plan · Sponsored by Charlotte Latin Schools, Inc. · North Carolina · Educational Services

$60M in assets, 336 participants

Charlotte Latin Schools, Inc.'s Charlotte Latin Schools, Inc. Retirement Income Plan reported $60M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,882 in Educational Services (3,735 peers)

Coverage in North Carolina

Charlotte Latin Schools, Inc. Retirement Income Plan covers 336 participants in North Carolina, about 41% of the average North Carolina filer (state average ~819 per filing). Assets: $60M.

#2,882
in Educational Services (3,735 peers)
+12.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Charlotte Latin Schools, Inc. Retirement Income Plan's outsized position by total assets

Charlotte Latin Schools, Inc. Retirement Income Plan vs every filed plan by assets

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

$59,553,829 Top 13% higher than 87% 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

Charlotte Latin Schools, Inc. Retirement Income 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. Charlotte Latin Schools, Inc. Retirement Income Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charlotte Latin Schools, Inc. Retirement Income Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Charlotte Latin Schools, Inc. Retirement Income Plan end-of-year assets rose from $53M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Charlotte Latin Schools, Inc. Retirement Income Plan reported participants rose from 301 in the plan year 2022 filing to 336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560944449 · Charlotte Latin Schools, Inc. PY 2023 · Other

Charlotte Latin Schools, Inc. Retirement Income Plan · $60M · 336 · 87th

  • EBSA $60M
  • PART 336
  • TYPE 87th
  • NET Other
  • BOOK near Marlborough School Defined Contribution Retirement Plan
  • VS-ST ind #2882

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 →

Charlotte Latin Schools, Inc. Retirement Income Plan in the asset neighbourhood

The Seven Hills School Retirement PlanThe Seven Hills School Retir…$60MMarlborough School Defined Contribution Retirement PlanMarlborough School Defined C…$60MCharlotte Latin Schools, Inc. Retirement Income PlanCharlotte Latin Schools, Inc…$60MSt. Xavier High School Defined Contribution Retirement PlanSt. Xavier High School Defin…$59MBay Path University 403(b) Retirement PlanBay Path University 403(b) R…$59M
End-of-year total assets ($M) among Charlotte Latin Schools, Inc. Retirement Income Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$60M
Net Income$6M
Employer EIN560944449
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlotte Latin Schools, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$60M 11.95056858961128% vs 2022
2023 filing year
$52M$54M$56M$58M$60M$62M 20222023 $53.2M $59.6M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 301 $53M
2023 1 336 $60M

Nearby Other Plans in North Carolina

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

Charlotte Latin Schools, Inc. Retirement Income Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Charlotte Latin Schools, Inc. Retirement Income Plan, Total assets ($B): 0.059553829 · Participants: 336Charlotte Latin Schools, Inc. Retirement Income 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
Charlotte Latin Schools, Inc. Retirement Income Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Charlotte Latin Schools, Inc. Retirement Income Plan side-by-side with 3 peers →

Charlotte Latin Schools, Inc. Retirement Income Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Marlborough School Defined Contribution Retirement Plan in CA ($60M); by covered participants it is Community Services for Autistic Adults and Children 403(b) Plan in MD (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Charlotte Latin Schools, Inc. Retirement Income Plan assets move in 2023? ▼
Charlotte Latin Schools, Inc. Retirement Income Plan grew at a solid clip - up 12.0% during 2023, from $53M to $60M. Reported net income was $6M.
How have Charlotte Latin Schools, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Charlotte Latin Schools, Inc.'s sponsor-wide assets grew 12.0%, from $53M to $60M.
Where does Charlotte Latin Schools, Inc. Retirement Income Plan rank by assets among Form 5500 filers? ▼
Charlotte Latin Schools, Inc. Retirement Income Plan ranks in the 87th 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 Charlotte Latin Schools, Inc. Retirement Income Plan? ▼
Among Other plans in other states, the closest by assets is Marlborough School Defined Contribution Retirement Plan in CA ($60M, 133 participants).
Which Other plans cover a similar participant headcount to Charlotte Latin Schools, Inc. Retirement Income Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Services for Autistic Adults and Children 403(b) Plan in MD (336 participants, $10M 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 560944449.

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.