401(k) · DOL Form 5500 · 2023

Carrollwood Day School 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
212
Participants Below avg headcount
66th
Percentile by assets National rank
$68,401
Avg per participant Below avg balance/head
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Official DOL plan name: Carrollwood Day School 401(k) Profit Sharing Plan · Sponsored by Carrollwood Day School · Florida · Educational Services

$15M in assets, 212 participants

Carrollwood Day School's Carrollwood Day School 401(k) Profit Sharing Plan reported $15M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,826 in Educational Services (3,735 peers)

Coverage in Florida

Carrollwood Day School 401(k) Profit Sharing Plan covers 212 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#1,826
in Educational Services (3,735 peers)
+28.3%
assets growth YoY

Carrollwood Day School 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Carrollwood Day School 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,500,929 Top 34% higher than 66% 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

Carrollwood Day School 401(k) Profit Sharing 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. Carrollwood Day School 401(k) Profit Sharing Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrollwood Day School 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carrollwood Day School 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Carrollwood Day School 401(k) Profit Sharing Plan reported participants rose from 194 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311581952 · Carrollwood Day School PY 2023 · 401(k)

Carrollwood Day School 401(k) Profit Sharing Plan · $15M · 212 · 66th

  • PHOTO $15M
  • PHOTO 212
  • PHOTO 66th
  • PHOTO 401(k)
  • PHOTO near Canton School Employees Federal Credit Union 401(k) Plan
  • PHOTO ind #1826

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 →

Carrollwood Day School 401(k) Profit Sharing Plan in the asset neighbourhood

Carrollwood Day School 401(k) Profit Sharing PlanCarrollwood Day School 401(k…$15MCanton School Employees Federal Credit Union 401(k) PlanCanton School Employees Fede…$15MAlscott, Inc 401(k) Retirement PlanAlscott, Inc 401(k) Retireme…$15MLmt Mercer Group, Inc. 401(k) PlanLmt Mercer Group, Inc. 401(k…$15MBermo, Inc. Profit Sharing Plan and TrustBermo, Inc. Profit Sharing P…$14M
End-of-year total assets ($M) among Carrollwood Day School 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN311581952
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrollwood Day School)

Sponsor-wide plan assets over time

All Carrollwood Day School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.048620622775776% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.3M $16.8M ▼ -21.1%
Year Plans Participants Total Assets
2022 2 391 $21M
2023 1 212 $15M
2024 1 248 $17M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carrollwood Day School 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Carrollwood Day School 401(k) Profit Sharing Plan, Total assets ($B): 0.014500929 · Participants: 212Carrollwood Day School 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Carrollwood Day School 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carrollwood Day School 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carrollwood Day School 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Canton School Employees Federal Credit Union 401(k) Plan in OH ($15M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Carrollwood Day School 401(k) Profit Sharing Plan assets move in 2023? ▼
Carrollwood Day School 401(k) Profit Sharing Plan grew sharply - up 28.3% during 2023, from $11M to $15M. Reported net income was $3M.
How have Carrollwood Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrollwood Day School's sponsor-wide assets declined 21.0%, from $21M to $17M.
Which 401(k) plans are similar in size to Carrollwood Day School 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canton School Employees Federal Credit Union 401(k) Plan in OH ($15M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Carrollwood Day School 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 311581952.

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.