Other · DOL Form 5500 · 2024
Community School of Naples Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 254
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $113,193
- Avg per participant Below avg balance/head
Official DOL plan name: Community School of Naples DC Retirement Plan · Sponsored by Community School of Naples · Florida · Educational Services
$29M in assets, 254 participants
Community School of Naples's Community School of Naples DC Retirement Plan reported $29M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,220 in Educational Services (3,638 peers)
Coverage in Florida
Community School of Naples DC Retirement Plan covers 254 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $29M.
- #2,220
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Community School of Naples DC Retirement Plan's outsized position by total assets
Community School of Naples DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,750,935 Top 23% higher than 77% 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
Community School of Naples DC 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. Community School of Naples DC Retirement Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community School of Naples DC Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Community School of Naples DC Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Community School of Naples DC Retirement Plan reported participants fell from 273 in the plan year 2023 filing to 254 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 591920297 · Community School of Naples PY 2024 · Other
Community School of Naples DC Retirement Plan · $29M · 254 · 77th
- 5500 $29M
- 5500 254
- 5500 77th
- 5500 Other
- 5500 near Kimbell Art Museum Retirement Plan
- 5500 ind #2220
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 Florida →
Community School of Naples DC Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 591920297 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community School of Naples)
Sponsor-wide plan assets over time
All Community School of Naples plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 30.16722163637559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $22M |
| 2023 | 1 | 273 | $26M |
| 2024 | 1 | 254 | $29M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Community School of Naples DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Kimbell Art Museum Retirement Plan in TX ($29M); by covered participants it is The Chautauqua Center Inc. 403(b) Retirement Plan in NY (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Kimbell Art Museum Retirement Plan (TX) $29M · 146
- Los Angeles Lgbt Center 403(b) ERISA Plan (CA) $29M · 275
- Marin Community Clinics 403(b) Savings & Investment Plan (CA) $29M · 557
- Kootenai Clinic 403(b) Plan (ID) $29M · 170
Similar participant headcount
Nearest other-state filings by covered participants (254 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.