Other · DOL Form 5500 · 2024

Charlotte Country Day School Retirement Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
408
Participants Below avg headcount
90th
Percentile by assets National rank
$222,998
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charlotte Country Day School Retirement Plan · Sponsored by Charlotte Country Day School · North Carolina · Educational Services

$91M in assets, 408 participants

Charlotte Country Day School's Charlotte Country Day School Retirement Plan reported $91M in total assets and 408 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,976 in Educational Services (3,638 peers)

Coverage in North Carolina

Charlotte Country Day School Retirement Plan covers 408 participants in North Carolina, about 50% of the average North Carolina filer (state average ~819 per filing). Assets: $91M.

#2,976
in Educational Services (3,638 peers)
+10.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Charlotte Country Day School Retirement Plan's outsized position by total assets

Charlotte Country Day School Retirement Plan vs every filed plan by assets

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

$90,983,142 Top 10% higher than 90% 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

Charlotte Country Day School Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charlotte Country Day School Retirement Plan sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charlotte Country Day School Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Charlotte Country Day School Retirement Plan end-of-year assets rose from $82M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Charlotte Country Day School Retirement Plan reported participants rose from 384 in the plan year 2023 filing to 408 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560623935 · Charlotte Country Day School PY 2024 · Other

Charlotte Country Day School Retirement Plan · $91M · 408 · 90th

  • NET $91M
  • BOOK 408
  • VS-ST 90th
  • BOY Other
  • SCH near Bellevue University Defined Contribution Retirement Plan
  • EBSA ind #2976

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 →

Charlotte Country Day School Retirement Plan in the asset neighbourhood

Citizens Memorial Health Care System Matched Savings PlanCitizens Memorial Health Car…$91MBellevue University Defined Contribution Retirement PlanBellevue University Defined …$91MCharlotte Country Day School Retirement PlanCharlotte Country Day School…$91MGica Multiple Employer Plan$91MHopkins School Defined Contribution Retirement PlanHopkins School Defined Contr…$91M
End-of-year total assets ($M) among Charlotte Country Day School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$91M
Net Income$9M
Employer EIN560623935
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlotte Country Day School)

Sponsor-wide plan assets over time

All Charlotte Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$91M 28.384291232910176% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.9M $91M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 353 $71M
2023 1 384 $82M
2024 1 408 $91M

Nearby Other Plans in North Carolina

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

Charlotte Country Day School Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Charlotte Country Day School Retirement Plan, Total assets ($B): 0.090983142 · Participants: 408Charlotte Country Day School Retirement PlanThe 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
Charlotte Country Day School Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Charlotte Country Day School Retirement Plan side-by-side with 3 peers →

Charlotte Country Day School Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Bellevue University Defined Contribution Retirement Plan in NE ($91M); by covered participants it is Amery Hospital & Clinic 403(b)Plan in MN (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Charlotte Country Day School Retirement Plan assets move in 2024? ▼
Charlotte Country Day School Retirement Plan grew at a solid clip - up 10.3% during 2024, from $82M to $91M. Reported net income was $9M.
How have Charlotte Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlotte Country Day School's sponsor-wide assets grew 28.4%, from $71M to $91M.
Where does Charlotte Country Day School Retirement Plan rank by assets among Form 5500 filers? ▼
Charlotte Country Day School Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Charlotte Country Day School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bellevue University Defined Contribution Retirement Plan in NE ($91M, 1,400 participants).
Which Other plans cover a similar participant headcount to Charlotte Country Day School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Amery Hospital & Clinic 403(b)Plan in MN (408 participants, $34M 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 560623935.

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.