Other · DOL Form 5500 · 2024

Episcopal Day School, Inc. Retirement Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$34,232
Avg per participant Low balance/head
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Official DOL plan name: Episcopal Day School, Inc. 335001 · Sponsored by Episcopal Day School, Inc. · North Carolina · Educational Services

$137K in assets, 4 participants

Episcopal Day School, Inc.'s Episcopal Day School, Inc. 335001 reported $137K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #221 in Educational Services (3,638 peers)

Episcopal Day School, Inc. multi-year trail

Episcopal Day School, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Episcopal Day School, Inc. 335001 at $137K / 4 participants.

#221
in Educational Services (3,638 peers)
+18.4%
assets growth YoY

Episcopal Day School, Inc. 335001 among the smaller filed plans by assets

Episcopal Day School, Inc. 335001 vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$136,929 8th percentile higher than 8% of 123,620 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 2024

Episcopal Day School, Inc. 335001 among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Episcopal Day School, Inc. 335001 is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Episcopal Day School, Inc. 335001 end-of-year assets rose from $116K in the plan year 2023 filing to $137K in the plan year 2024 filing.
  • Episcopal Day School, Inc. 335001 reported net income rose from $20K in the plan year 2023 filing to $21K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030518244 · Episcopal Day School, Inc. PY 2024 · Other

Episcopal Day School, Inc. 335001 · $137K · 4 · 8th

  • IND $137K
  • IND 4
  • IND 8th
  • IND Other
  • IND near Ywca of Minneapolis 403(b) Plan
  • IND ind #221

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 →

Episcopal Day School, Inc. 335001 in the asset neighbourhood

Episcopal Day School, Inc. 335001Episcopal Day School, Inc. 3…$137KYwca of Minneapolis 403(b) PlanYwca of Minneapolis 403(b) P…$135KDiscovery School 403(b) Tda PlanDiscovery School 403(b) Tda …$141KNeal E. Donahue Cpa Inc Retirement PlanNeal E. Donahue Cpa Inc Reti…$134KOhio South Youth Soccer Association 403(b) PlanOhio South Youth Soccer Asso…$132K
End-of-year total assets ($M) among Episcopal Day School, Inc. 335001 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Episcopal Day School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Episcopal Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.60971230798055% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.94M $2.81M ▲ +44.8%
Year Plans Participants Total Assets
2022 2 35 $2M
2023 2 40 $2M
2024 2 44 $3M

Episcopal Day School, Inc. filing trail (2024)

Total Assets (Beginning of Year)$116K
Net Assets (End of Year)$137K
Net Income$21K
Employer EIN030518244
Plan Effective Date2003-07-12
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Episcopal Day School, Inc. 335001 vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Episcopal Day School, Inc. 335001, Total assets ($B): 0.000136929 · Participants: 4Episcopal Day School, Inc. 335001The Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Episcopal Day School, Inc. 335001 vs. nearby Other plans in North Carolina, assets vs. participants
Compare Episcopal Day School, Inc. 335001 side-by-side with 3 peers →

Episcopal Day School, Inc. 335001's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Ywca of Minneapolis 403(b) Plan in MN ($135K); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Episcopal Day School, Inc. 335001 assets move in 2024? ▼
Episcopal Day School, Inc. 335001 grew sharply - up 18.4% during 2024, from $116K to $137K. Reported net income was $21K.
How have Episcopal Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Day School, Inc.'s sponsor-wide assets grew 44.6%, from $2M to $3M.
Where does Episcopal Day School, Inc. 335001 rank by assets among Form 5500 filers? ▼
Episcopal Day School, Inc. 335001 ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Episcopal Day School, Inc. 335001? ▼
Among Other plans in other states, the closest by assets is Ywca of Minneapolis 403(b) Plan in MN ($135K, 149 participants).
Which Other plans cover a similar participant headcount to Episcopal Day School, Inc. 335001? ▼
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030518244.

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.