Other · DOL Form 5500 · 2024
Mountain Island Charter School Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 284
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $18,164
- Avg per participant Low balance/head
Official DOL plan name: Mountain Island Charter School 403b Plan · Sponsored by Mountain Island Charter School · North Carolina · Educational Services
$5M in assets, 284 participants
Mountain Island Charter School's Mountain Island Charter School 403b Plan reported $5M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,002 in Educational Services (3,638 peers)
Coverage in North Carolina
Mountain Island Charter School 403b Plan covers 284 participants in North Carolina, about 35% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #1,002
- in Educational Services (3,638 peers)
- +27.9%
- assets growth YoY
Mountain Island Charter School 403b Plan's mid-pack asset rank among Educational Services and all filers
Mountain Island Charter School 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,158,525 43rd percentile higher than 43% 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
Mountain Island Charter School 403b 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. Mountain Island Charter School 403b Plan sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mountain Island Charter School 403b Plan reported net income rose from $860K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Mountain Island Charter School 403b Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Mountain Island Charter School 403b Plan reported participants rose from 229 in the plan year 2023 filing to 284 in the plan year 2024 filing.
DOL schedule card
Filing strip 800467949 · Mountain Island Charter School PY 2024 · Other
Mountain Island Charter School 403b Plan · $5M · 284 · 43rd
- VS-ST $5M
- VS-ST 284
- VS-ST 43rd
- VS-ST Other
- VS-ST near The International Preschools 403(b)DC Plan
- VS-ST ind #1002
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 →
Mountain Island Charter School 403b Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 800467949 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mountain Island Charter School)
Sponsor-wide plan assets over time
All Mountain Island Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 62.48228641407726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $3M |
| 2023 | 1 | 229 | $4M |
| 2024 | 1 | 284 | $5M |
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
Mountain Island Charter School 403b Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The International Preschools 403(b)DC Plan in NY ($5M); by covered participants it is University of Massachusetts Global Defined Contribution Retirement Plan in CA (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- University of Massachusetts Global Defined Contribution Retirement Plan (CA) 284 · 0 off
- Piedmont University Tax Deferred Retirement Annuity P (GA) 284 · 0 off
- The Recovery Network of Programs, Inc. 403b Retirement Plan (CT) 284 · 0 off
- Challenge Enterprises of North Florida, Inc. Retirement Plan (FL) 284 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.