Other · DOL Form 5500 · 2024

Cape Henry Collegiate School Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
183
Participants Below avg headcount
79th
Percentile by assets National rank
$178,392
Avg per participant Above avg balance/head
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Official DOL plan name: Cape Henry Collegiate Retirement Plan · Sponsored by Cape Henry Collegiate School · Virginia · Educational Services

$33M in assets, 183 participants

Cape Henry Collegiate School's Cape Henry Collegiate Retirement Plan reported $33M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,315 in Educational Services (3,638 peers)

Coverage in Virginia

Cape Henry Collegiate Retirement Plan covers 183 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $33M.

#2,315
in Educational Services (3,638 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cape Henry Collegiate Retirement Plan's outsized position by total assets

Cape Henry Collegiate Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,645,764 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Cape Henry Collegiate 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. Cape Henry Collegiate Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cape Henry Collegiate Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cape Henry Collegiate Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Cape Henry Collegiate Retirement Plan reported participants rose from 178 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 540793766 · Cape Henry Collegiate School PY 2024 · Other

Cape Henry Collegiate Retirement Plan · $33M · 183 · 79th

  • PHOTO $33M
  • IND 183
  • EOY 79th
  • 5500 Other
  • ASSETS near Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan
  • PCT ind #2315

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 Virginia →

Cape Henry Collegiate Retirement Plan in the asset neighbourhood

Detroit Educational Television Foundation 403(b) PlanDetroit Educational Televisi…$33MCape Henry Collegiate Retirement PlanCape Henry Collegiate Retire…$33MHorizon Home Care & Hospice, Inc. 403(b) Retirement PlanHorizon Home Care & Hospice,…$33MBethany College 403(b) DC PlanBethany College 403(b) DC Pl…$33MLifeworks Nw Defined Contribution Retirement PlanLifeworks Nw Defined Contrib…$33M
End-of-year total assets ($M) among Cape Henry Collegiate Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN540793766
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Henry Collegiate School)

Sponsor-wide plan assets over time

All Cape Henry Collegiate School plans reported in each filing year

Latest sponsor-wide plan assets
$33M 25.00286318589289% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.1M $32.7M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 189 $26M
2023 1 178 $30M
2024 1 183 $33M

Nearby Other Plans in Virginia

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

Cape Henry Collegiate Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Cape Henry Collegiate Retirement Plan, Total assets ($B): 0.032645764 · Participants: 183Cape Henry Collegiate Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Cape Henry Collegiate Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Cape Henry Collegiate Retirement Plan side-by-side with 3 peers →

Cape Henry Collegiate Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI ($33M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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.

Frequently Asked Questions

How did Cape Henry Collegiate Retirement Plan assets move in 2024? ▼
Cape Henry Collegiate Retirement Plan grew at a solid clip - up 7.7% during 2024, from $30M to $33M. Reported net income was $2M.
How have Cape Henry Collegiate School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Henry Collegiate School's sponsor-wide assets grew 25.0%, from $26M to $33M.
Where does Cape Henry Collegiate Retirement Plan rank by assets among Form 5500 filers? ▼
Cape Henry Collegiate Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Cape Henry Collegiate Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI ($33M, 479 participants).
Which Other plans cover a similar participant headcount to Cape Henry Collegiate Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rfe/Rl, Inc. US Retirement Savings Plan in DC (183 participants, $58M in assets).

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 540793766.

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.