Other · DOL Form 5500 · 2024
Burgundy Farm Country Day School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $167,393
- Avg per participant Above avg balance/head
Official DOL plan name: Burgundy Farm Country Day School Defined Retirement Plan · Sponsored by Burgundy Farm Country Day School · Virginia · Educational Services
$12M in assets, 72 participants
Burgundy Farm Country Day School's Burgundy Farm Country Day School Defined Retirement Plan reported $12M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #1,551 in Educational Services (3,638 peers)
Burgundy Farm Country Day School multi-year trail
Burgundy Farm Country Day School's plans moved -31.0% in assets from 2022 to 2024; this filing shows Burgundy Farm Country Day School Defined Retirement Plan at $12M / 72 participants.
- #1,551
- in Educational Services (3,638 peers)
- -39.2%
- assets change YoY
Burgundy Farm Country Day School Defined Retirement Plan's mid-pack asset rank among Educational Services and all filers
Burgundy Farm Country Day School Defined Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,052,302 Top 40% higher than 60% 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
Burgundy Farm Country Day School Defined Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burgundy Farm Country Day School Defined Retirement Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burgundy Farm Country Day School Defined Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $173K in the plan year 2024 filing.
- Burgundy Farm Country Day School Defined Retirement Plan end-of-year assets fell from $20M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Burgundy Farm Country Day School Defined Retirement Plan reported participants fell from 76 in the plan year 2023 filing to 72 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 540540100 · Burgundy Farm Country Day School PY 2024 · Other
Burgundy Farm Country Day School Defined Retirement Plan · $12M · 72 · 60th
- RANK $12M
- RANK 72
- RANK 60th
- RANK Other
- RANK near University Corporation for Advanced Internet Development Tda Plan
- RANK ind #1551
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 →
Burgundy Farm Country Day School Defined Retirement Plan in the asset neighbourhood
Burgundy Farm Country Day School multi-year asset trail
Sponsor-wide plan assets over time
All Burgundy Farm Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 31.04270239006115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $17M |
| 2023 | 1 | 76 | $20M |
| 2024 | 1 | 72 | $12M |
Burgundy Farm Country Day School filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $173K |
| Employer EIN | 540540100 |
| Plan Effective Date | 2002-10-22 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Burgundy Farm Country Day School Defined Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is University Corporation for Advanced Internet Development Tda Plan in MI ($12M); by covered participants it is Westside Community Mental Health Center, Inc. Employer Savings Plan in CA (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- University Corporation for Advanced Internet Development Tda Plan (MI) $12M · 71
- Chinatown Service Center 403(b) (CA) $12M · 280
- Meridian Behavioral Healthcare, Inc. 403(b) Plan (FL) $12M · 629
- Lifesouth 403(b) Plan (FL) $12M · 1,150
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Westside Community Mental Health Center, Inc. Employer Savings Plan (CA) 72 · 0 off
- Samaritan House (CA) 72 · 0 off
- Santa Barbara Museum of Natural History 403(b) DC Plan (CA) 72 · 0 off
- Ford Foundation Retirement Plan (NY) 72 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.