Other · DOL Form 5500 · 2024
Independent School Collaborative Retirement Plan
Data updated 2026-08-25
- $449M
- Total assets Above avg plan size
- 3,563
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $126,017
- Avg per participant Near avg balance/head
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.
- #3,467 in Educational Services (3,638 peers)
Coverage in North Carolina
Independent School Collaborative Multiple Employer Plan covers 3,563 participants in North Carolina, 4.4x the typical North Carolina plan (state average ~819 per filing). Assets: $449M.
- #3,467
- in Educational Services (3,638 peers)
- +60.0%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Independent School Collaborative Multiple Employer Plan's outsized position by total assets
Independent School Collaborative Multiple Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$448,998,868 Top 3% higher than 97% 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
Independent School Collaborative Multiple Employer Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent School Collaborative Multiple Employer Plan lands in the large band (3,563 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 883645602 · Independent School Collaborative PY 2024 · Other
Independent School Collaborative Multiple Employer Plan · $449M · 3,563 · 97th
- BOY $449M
- BOY 3,563
- BOY 97th
- BOY Other
- BOY near Capital Health Retirement Savings & Investment Plan
- BOY ind #3467
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 →
Independent School Collaborative Multiple Employer Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Independent School Collaborative plans reported in each filing year
- Latest sponsor-wide plan assets
- $449M 768.1332238670649% vs 2022
- 2024 filing year
| 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.
- 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
Independent School Collaborative Multiple Employer Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Capital Health Retirement Savings & Investment Plan in NJ ($450M); by covered participants it is Peacehealth Southwest Medical Center Retirement Savings Plan in WA (3,565 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($449M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,563 participants); asset peers above are excluded.
- Peacehealth Southwest Medical Center Retirement Savings Plan (WA) 3,565 · 2 off
- Nonprofit Association of the Midlands 403(b) Plan (NE) 3,551 · 12 off
- Huntington Memorial Hospital Savings Plan (CA) 3,549 · 14 off
- Valley Children's Hospital Defined Contribution Retirement Plan (CA) 3,590 · 27 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.