Other · DOL Form 5500 · 2024
Durham Academy, Inc. Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 486
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $145,536
- Avg per participant Above avg balance/head
Official DOL plan name: Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Durham Academy, Inc. · North Carolina · Educational Services
$71M in assets, 486 participants
Durham Academy, Inc.'s Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan reported $71M in total assets and 486 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,838 in Educational Services (3,638 peers)
Where Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits by assets
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $71M for 486 participants (~$145,536/participant), up 9.9% in 2024.
- #2,838
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,730,557 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity 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. Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (486 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan reported participants rose from 413 in the plan year 2023 filing to 486 in the plan year 2024 filing.
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan end-of-year assets rose from $64M in the plan year 2023 filing to $71M in the plan year 2024 filing.
DOL schedule card
Filing strip 560538019 · Durham Academy, Inc. PY 2024 · Other
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan · $71M · 486 · 88th
- IND $71M
- EOY 486
- 5500 88th
- ASSETS Other
- PCT near American Type Culture Collection 403(b) Plan
- EIN ind #2838
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 →
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $6M |
| Employer EIN | 560538019 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Durham Academy, Inc.)
Sponsor-wide plan assets over time
All Durham Academy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 23.984401682598644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $57M |
| 2023 | 1 | 413 | $64M |
| 2024 | 1 | 486 | $71M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is American Type Culture Collection 403(b) Plan in VA ($71M); by covered participants it is Texas Association of School Boards, Inc. Retirement Plan in TX (486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.
- Texas Association of School Boards, Inc. Retirement Plan (TX) 486 · 0 off
- Hawaii Pacific University 403(b) Retirement Plan (HI) 486 · 0 off
- Lutheran Home & Harwood Place 403(b) Plan (WI) 485 · 1 off
- Aurora University Retirement Plan (IL) 487 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.