Other
2023 plan-year Other DOL Form 5500

Miami Country Day School Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Miami Country Day School ยท Florida ยท Educational Services

What the 2023 filing shows

Miami Country Day School Retirement Plan holds $53M for 370 participants - about $142,645 per participant, up 13.9% over the 2023 plan year.

$53M
total plan assets (2023 EOY)
370
covered participants
$142,645
avg assets per participant
+13.9%
assets growth YoY
Total Assets (2023)
$53M
Participants
370
State
Industry
Educational Services

What the Filing Says About Miami Country Day School Retirement Plan

Miami Country Day School Retirement Plan is a Other retirement plan sponsored by Miami Country Day School, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers 370 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 591278987, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2023 to $53M at year-end โ€” a gain of 13.9%. Net assets (after liabilities) closed the year at $53M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$46M
Total Assets (End of Year)$53M
Net Assets (End of Year)$53M
Net Income$6M
Plan TypeOther
Employer EIN591278987
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miami Country Day School)

Year Plans Participants Total Assets
2022 1 360 $46M
2023 1 370 $53M

Nearby Other Plans in Florida

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

Frequently Asked Questions

How much money is in the Miami Country Day School Retirement Plan?
As of the 2023 Form 5500 filing, Miami Country Day School Retirement Plan holds $53M in total assets with 370 participants. It is sponsored by Miami Country Day School.
What type of plan is Miami Country Day School Retirement Plan?
Miami Country Day School Retirement Plan is a Other plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 591278987.
Who sponsors the Miami Country Day School Retirement Plan?
Miami Country Day School Retirement Plan is sponsored by Miami Country Day School, located in Florida. The sponsor's EIN is 591278987 and the plan operates in the Educational Services industry.
How did Miami Country Day School Retirement Plan perform in 2023?
Miami Country Day School Retirement Plan grew by 13.9% during 2023, moving from $46M to $53M in total assets. Net income was $6M.
Where can I find official filings for Miami Country Day School Retirement Plan?
Official Form 5500 filings for Miami Country Day School Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591278987 or plan name at efast.dol.gov.
How does Miami Country Day School Retirement Plan compare to other plans?
You can compare Miami Country Day School Retirement Plan against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 591278987.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.