Money Purchase · DOL Form 5500 · 2024
Summit Country Day School, Inc. Money Purchase Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 236
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $109,392
- Avg per participant Below avg balance/head
Official DOL plan name: Summit Country Day School Employee's Pension Plan · Sponsored by Summit Country Day School, Inc. · Ohio · Educational Services
$26M in assets, 236 participants
Summit Country Day School, Inc.'s Summit Country Day School Employee's Pension Plan reported $26M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #2,145 in Educational Services (3,638 peers)
Coverage in Ohio
Summit Country Day School Employee's Pension Plan covers 236 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $26M.
- #2,145
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Summit Country Day School Employee's Pension Plan's outsized position by total assets
Summit Country Day School Employee's Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,816,628 Top 25% higher than 75% 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
Summit Country Day School Employee's Pension 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. Summit Country Day School Employee's Pension Plan sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summit Country Day School Employee's Pension Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Summit Country Day School Employee's Pension Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Summit Country Day School Employee's Pension Plan reported participants fell from 248 in the plan year 2023 filing to 236 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 310537173 · Summit Country Day School, Inc. PY 2024 · Money Purchase
Summit Country Day School Employee's Pension Plan · $26M · 236 · 75th
- EOY $26M
- 5500 236
- ASSETS 75th
- PCT Money Purchase
- EIN near Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan
- RANK ind #2145
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 Ohio →
Summit Country Day School Employee's Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 310537173 |
| Plan Effective Date | 1977-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Country Day School, Inc.)
Sponsor-wide plan assets over time
All Summit Country Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 26.0499311785875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 237 | $20M |
| 2023 | 1 | 248 | $24M |
| 2024 | 1 | 236 | $26M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Summit Country Day School Employee's Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan in NJ ($26M); by covered participants it is Appalachian Regional Healthcare System Frozen Retirement Savings Plan in NC (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan (NJ) $26M · 64
- Nippon Life Group Money Purchase Plan (NY) $26M · 129
- Comprehensive Healthcare Employee Pension Benefit Plan (WA) $26M · 573
- Retirement Plan for Clerical and Maintenance Employees of the University of Scranton (PA) $26M · 269
Similar participant headcount
Nearest other-state filings by covered participants (236 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.