401(k) · DOL Form 5500 · 2024

Fernleaf Community Charter School 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
97
Participants Small participant base
34th
Percentile by assets National rank
$29,682
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Fernleaf Community Charter School 401(k) Psp · Sponsored by Fernleaf Community Charter School · North Carolina · Educational Services

$3M in assets, 97 participants

Fernleaf Community Charter School's Fernleaf Community Charter School 401(k) Psp reported $3M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

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

2024 asset change

Fernleaf Community Charter School 401(k) Psp surged 42.5% in 2024 ($2M → $3M) for 97 participants.

#762
in Educational Services (3,638 peers)
+42.5%
assets growth YoY

Fernleaf Community Charter School 401(k) Psp's mid-pack asset rank among Educational Services and all filers

Fernleaf Community Charter School 401(k) Psp vs every filed plan by assets

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

$2,879,189 34th percentile higher than 34% 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

Fernleaf Community Charter School 401(k) Psp among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fernleaf Community Charter School 401(k) Psp is a small filing (97 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 471184515 · Fernleaf Community Charter School PY 2024 · 401(k)

Fernleaf Community Charter School 401(k) Psp · $3M · 97 · 34th

  • IND $3M
  • IND 97
  • IND 34th
  • IND 401(k)
  • IND near Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan
  • IND ind #762

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 →

Fernleaf Community Charter School 401(k) Psp in the asset neighbourhood

Fernleaf Community Charter School 401(k) PspFernleaf Community Charter S…$3MMuir Brothers Funeral Home, Inc. 401(k) Profit Sharing PlanMuir Brothers Funeral Home, …$3MFallon Holdings, Inc. 401(k) PlanFallon Holdings, Inc. 401(k)…$3MFoundation 2 401(k) Plan$3MSturdevant Refrigeration 401(k) PlanSturdevant Refrigeration 401…$3M
End-of-year total assets ($M) among Fernleaf Community Charter School 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$859K
Employer EIN471184515
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fernleaf Community Charter School 401(k) Psp vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Fernleaf Community Charter School 401(k) Psp, Total assets ($B): 0.002879189 · Participants: 97Fernleaf Community Charter School 401(k) PspThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Fernleaf Community Charter School 401(k) Psp vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Fernleaf Community Charter School 401(k) Psp side-by-side with 3 peers →

Fernleaf Community Charter School 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan in MI ($3M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Fernleaf Community Charter School 401(k) Psp assets move in 2024? ▼
Fernleaf Community Charter School 401(k) Psp surged - up 42.5% during 2024, from $2M to $3M. Reported net income was $859K.
Which 401(k) plans are similar in size to Fernleaf Community Charter School 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan in MI ($3M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Fernleaf Community Charter School 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M 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 471184515.

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.