Other · DOL Form 5500 · 2024
Carolina Friends School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $176,581
- Avg per participant Above avg balance/head
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.
- #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.
- #2,080
- in Educational Services (3,638 peers)
- +11.8%
- assets growth YoY
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position 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
Carolina Friends School Defined Contribution and Tax Deferred Annuity 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. Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (135 participants).
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.
Published 5500 schedule card
Filing strip 560812560 · Carolina Friends School PY 2024 · Other
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan · $24M · 135 · 73rd
- IND $24M
- EOY 135
- 5500 73rd
- ASSETS Other
- PCT near East Bay Community Action Program, Inc. Retirement Plan
- EIN ind #2080
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 →
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carolina Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 24.192055463207293% vs 2022
- 2024 filing year
| 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
Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is East Bay Community Action Program, Inc. Retirement Plan in RI ($24M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (135 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.