Other · DOL Form 5500 · 2023
Miami Country Day School Retirement Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 370
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $142,645
- Avg per participant Near avg balance/head
Official DOL plan name: Miami Country Day School Retirement Plan · Sponsored by Miami Country Day School · Florida · Educational Services
$53M in assets, 370 participants
Miami Country Day School's Miami Country Day School Retirement Plan reported $53M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,809 in Educational Services (3,735 peers)
Where Miami Country Day School Retirement Plan sits by assets
Miami Country Day School Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 370 participants (~$142,645/participant), up 13.9% in 2023.
- #2,809
- in Educational Services (3,735 peers)
- +13.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Miami Country Day School Retirement Plan's outsized position by total assets
Miami Country Day School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,778,674 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Miami Country 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. Miami Country Day School Retirement Plan sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Miami Country Day School Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Miami Country Day School Retirement Plan reported net income rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Miami Country Day School Retirement Plan reported participants rose from 360 in the plan year 2022 filing to 370 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591278987 · Miami Country Day School PY 2023 · Other
Miami Country Day School Retirement Plan · $53M · 370 · 86th
- RANK $53M
- RANK 370
- RANK 86th
- RANK Other
- RANK near Boilermakers Local Lodge No. 5 Annuity Fund
- RANK ind #2809
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 Florida →
Miami Country Day School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 591278987 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miami Country Day School)
Sponsor-wide plan assets over time
All Miami Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 25.77468741985284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 360 | $46M |
| 2023 | 1 | 370 | $53M |
| 2024 | 1 | 384 | $58M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Miami Country Day School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Boilermakers Local Lodge No. 5 Annuity Fund in NY ($53M); by covered participants it is The Berkeley Carroll School Retirement Plan in NY (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (370 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.