Other · DOL Form 5500 · 2024
Carolina Friends School Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 135
- Participants
- 73rd
- Percentile by assets
- $176,581
- Avg per participant
Official DOL plan name: Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Carolina Friends School · North Carolina · Educational Services
$24M in assets, 135 participants
Carolina Friends School's Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reported $24M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 123,622 plans)
- #2,080 in Educational Services (3,638 peers)
Coverage in North Carolina
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan covers 135 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.
- $24M
- total plan assets (2024 EOY)
- 135
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $176,581
- avg assets per participant
Where Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan sits by total assets
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,838,480 Top 27% higher than 73% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 121 in the plan year 2023 filing to 135 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan reports 135 participants - about 16% of that state average ($24M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 560812560 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Friends School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $19M |
| 2023 | 1 | 121 | $21M |
| 2024 | 1 | 135 | $24M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan by total assets, not by location.
- East Bay Community Action Program, Inc. Retirement Plan (RI) $24M · 558
- Southern Wesleyan University DC Plan (SC) $24M · 154
- Goldey-Beacom College 403(b) Plan (DE) $24M · 121
- Quincy University DC Retirement Plan (IL) $24M · 289
Frequently Asked Questions
How did Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan assets move in 2024? ▼
How have Carolina Friends School plan assets changed over time? ▼
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Filing takeaways
Ways to act on Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's numbers.
- By total assets, Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Carolina Friends School's sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Educational Services plans