Other · DOL Form 5500 · 2024

Phoenix Country Day School Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
159
Participants Small participant base
84th
Percentile by assets National rank
$300,188
Avg per participant High balance/head
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Official DOL plan name: Phoenix Country Day School 403b Retirement Plan · Sponsored by Phoenix Country Day School · Arizona · Educational Services

$48M in assets, 159 participants

Phoenix Country Day School's Phoenix Country Day School 403b Retirement Plan reported $48M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,587 in Educational Services (3,638 peers)

Coverage in Arizona

Phoenix Country Day School 403b Retirement Plan covers 159 participants in Arizona, about 28% of the average Arizona filer (state average ~564 per filing). Assets: $48M.

#2,587
in Educational Services (3,638 peers)
+13.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Phoenix Country Day School 403b Retirement Plan's outsized position by total assets

Phoenix Country Day School 403b Retirement Plan vs every filed plan by assets

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

$47,729,845 Top 16% higher than 84% 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

Phoenix Country Day School 403b 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. Phoenix Country Day School 403b Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Country Day School 403b Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Phoenix Country Day School 403b Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Phoenix Country Day School 403b Retirement Plan reported participants fell from 162 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860172671 · Phoenix Country Day School PY 2024 · Other

Phoenix Country Day School 403b Retirement Plan · $48M · 159 · 84th

  • NET $48M
  • NET 159
  • NET 84th
  • NET Other
  • NET near Retirement Plan of Rome Memorial Hospital, Inc.
  • NET ind #2587

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 Arizona →

Phoenix Country Day School 403b Retirement Plan in the asset neighbourhood

North Shore Country Day School Defined Contribution Retirement PlanNorth Shore Country Day Scho…$48MHuggins Hospital Retirement Savings PlanHuggins Hospital Retirement …$48MPhoenix Country Day School 403b Retirement PlanPhoenix Country Day School 4…$48MRetirement Plan of Rome Memorial Hospital, Inc.Retirement Plan of Rome Memo…$48MAgrace Health Employee Retirement PlanAgrace Health Employee Retir…$48M
End-of-year total assets ($M) among Phoenix Country Day School 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$5M
Employer EIN860172671
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Country Day School)

Sponsor-wide plan assets over time

All Phoenix Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.891294975559045% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $47.7M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 161 $37M
2023 1 162 $42M
2024 1 159 $48M

Nearby Other Plans in Arizona

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

Phoenix Country Day School 403b Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Phoenix Country Day School 403b Retirement Plan, Total assets ($B): 0.047729845 · Participants: 159Phoenix Country Day School 403b Retirement PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.159242046 · Participants: 14781Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.313477902 · Participants: 7789Operating Engineers Local 428 Annuity Trust FundEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.179629846 · Participants: 1976El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanBanner Health Employees 403(b) Plan, Total assets ($B): 0.172513637 · Participants: 11316Banner Health Employees 403(b) PlanKingman Healthcare, Inc. 403(b) Retirement Plan, Total assets ($B): 0.113715776 · Participants: 1897Kingman Healthcare, Inc. 403(b) Retirement Plan
Phoenix Country Day School 403b Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Phoenix Country Day School 403b Retirement Plan side-by-side with 3 peers →

Phoenix Country Day School 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Retirement Plan of Rome Memorial Hospital, Inc. in NY ($48M); by covered participants it is Leaders in Our Neighborhood Charter School 403(b) DC Plan in NY (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Phoenix Country Day School 403b Retirement Plan assets move in 2024? ▼
Phoenix Country Day School 403b Retirement Plan grew at a solid clip - up 13.0% during 2024, from $42M to $48M. Reported net income was $5M.
How have Phoenix Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Country Day School's sponsor-wide assets grew 28.9%, from $37M to $48M.
Where does Phoenix Country Day School 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Phoenix Country Day School 403b Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Phoenix Country Day School 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Rome Memorial Hospital, Inc. in NY ($48M, 744 participants).
Which Other plans cover a similar participant headcount to Phoenix Country Day School 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Leaders in Our Neighborhood Charter School 403(b) DC Plan in NY (159 participants, $16M 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 860172671.

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.