Other · DOL Form 5500 · 2024

Independent School Collaborative Retirement Plan

Data updated 2026-07-24

$449M
Total assets: 3,563
Participants: 97th
Percentile by assets: $126,017
Avg per participant

Official DOL plan name: Independent School Collaborative Multiple Employer Plan · Sponsored by Independent School Collaborative · North Carolina · Educational Services

$449M in assets, 3,563 participants

Independent School Collaborative's Independent School Collaborative Multiple Employer Plan reported $449M in total assets and 3,563 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)

Coverage in North Carolina

Independent School Collaborative Multiple Employer Plan covers 3,563 participants in North Carolina, 4.2x the typical North Carolina plan (state average ~846 per filing). Assets: $449M.

$449M
total plan assets (2024 EOY): 3,563
covered participants: 97th
percentile by assets (of 116,472 plans): $126,017
avg assets per participant

Independent School Collaborative Multiple Employer Plan reported participants rose from 2,114 in the plan year 2023 filing to 3,563 in the plan year 2024 filing.
Independent School Collaborative Multiple Employer Plan end-of-year assets rose from $281M in the plan year 2023 filing to $449M in the plan year 2024 filing.
Independent School Collaborative Multiple Employer Plan reported net income rose from $22M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

North Carolina

Industry

Educational Services

Participants vs North Carolina filers

In North Carolina, the average filing covers about 846 participants across 3,325 plans. Independent School Collaborative Multiple Employer Plan reports 3,563 participants - 4.2x that state average ($449M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$281M
Net Assets (End of Year)	$449M
Net Income	$33M
Employer EIN	883645602
Plan Effective Date	2022-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Independent School Collaborative)

Total plan assets by year, all Independent School Collaborative plans on file

Year	Plans	Participants	Total Assets
2022	1	441	$52M
2023	1	2,114	$281M
2024	1	3,563	$449M

Nearby Other Plans in North Carolina

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

Independent School Collaborative Multiple Employer Plan vs. nearby Other plans in North Carolina, assets vs. participants

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

Compare Independent School Collaborative Multipl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Independent School Collaborative Multiple Employer Plan by total assets, not by location.

Capital Health Retirement Savings & Investment Plan (NJ) $450M · 5,966
Phoebe Putney Health System 403(b) Deferred Savings Plan (GA) $446M · 4,505
Dialysis Clinic, Inc. Thrift Plan (TN) $446M · 5,578
Arkansas Children's Retirement Plan (AR) $446M · 5,245

Frequently Asked Questions

How did Independent School Collaborative Multiple Employer Plan assets move in 2024? ▼

Independent School Collaborative Multiple Employer Plan surged - up 60.0% during 2024, from $281M to $449M. Reported net income was $33M.

How have Independent School Collaborative plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Independent School Collaborative's sponsor-wide assets grew 768.1%, from $52M to $449M.

Where does Independent School Collaborative Multiple Employer Plan rank by assets among Form 5500 filers? ▼

Independent School Collaborative Multiple Employer Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Independent School Collaborative Multiple Employer Plan? ▼

Among Other plans in other states, the closest by assets is Capital Health Retirement Savings & Investment Plan in NJ ($450M, 5,966 participants).

Next read for Independent School Collaborative Multipl…

Filing takeaways

Ways to act on Independent School Collaborative Multiple Employer Plan's numbers.

By total assets, Independent School Collaborative Multiple Employer Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
Independent School Collaborative's sponsor-wide assets have grown 768.1% since 2022 across 3 plan years on file. More Educational Services plans

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 883645602.

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.