Other · DOL Form 5500 · 2024

Episcopal Day School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
40
Participants Small participant base
33rd
Percentile by assets National rank
$66,813
Avg per participant Below avg balance/head
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Official DOL plan name: Episcopal Day School, Inc · Sponsored by Episcopal Day School · North Carolina · Educational Services

$3M in assets, 40 participants

Episcopal Day School's Episcopal Day School, Inc reported $3M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

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

Episcopal Day School multi-year trail

Episcopal Day School's plans moved +44.6% in assets from 2022 to 2024; this filing shows Episcopal Day School, Inc at $3M / 40 participants.

#742
in Educational Services (3,638 peers)
+17.4%
assets growth YoY

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

Episcopal Day School, Inc vs every filed plan by assets

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

$2,672,508 33rd percentile higher than 33% 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 among smaller 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 is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Episcopal Day School, Inc end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Episcopal Day School, Inc reported participants rose from 36 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Episcopal Day School, Inc reported net income fell from $429K in the plan year 2023 filing to $397K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030518244 · Episcopal Day School PY 2024 · Other

Episcopal Day School, Inc · $3M · 40 · 33rd

  • ASSETS $3M
  • PCT 40
  • EIN 33rd
  • RANK Other
  • PHOTO near Friendship Home of Lincoln, Inc. 403(b) Plan
  • IND ind #742

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 in the asset neighbourhood

Cloverwood Senior Living Inc. 403(b) PlanCloverwood Senior Living Inc…$3MTax Deferred Annuity Plan$3MEpiscopal Day School, Inc$3MFriendship Home of Lincoln, Inc. 403(b) PlanFriendship Home of Lincoln, …$3MWisconsin Women's Business Initiative Corp Tax Deferred Annuity PlanWisconsin Women's Business I…$3M
End-of-year total assets ($M) among Episcopal Day School, Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Episcopal Day School multi-year asset trail

Sponsor-wide plan assets over time

All Episcopal Day School 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 filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$397K
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 vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Episcopal Day School, Inc, Total assets ($B): 0.002672508 · Participants: 40Episcopal Day School, IncThe 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 vs. nearby Other plans in North Carolina, assets vs. participants
Compare Episcopal Day School, Inc side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is Friendship Home of Lincoln, Inc. 403(b) Plan in NE ($3M); by covered participants it is North Country School DC Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 assets move in 2024? ▼
Episcopal Day School, Inc grew sharply - up 17.4% during 2024, from $2M to $3M. Reported net income was $397K.
How have Episcopal Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Day School's sponsor-wide assets grew 44.6%, from $2M to $3M.
Which Other plans are similar in size to Episcopal Day School, Inc? ▼
Among Other plans in other states, the closest by assets is Friendship Home of Lincoln, Inc. 403(b) Plan in NE ($3M, 42 participants).
Which Other plans cover a similar participant headcount to Episcopal Day School, Inc? ▼
Among Other plans in other states, the closest by covered participants is North Country School DC Plan in NY (40 participants, $6M 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.