Other · DOL Form 5500 · 2024
Fort Worth Country Day School Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 217
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $210,353
- Avg per participant Above avg balance/head
Official DOL plan name: Fort Worth Country Day School Defined Contribution Retirement Plan · Sponsored by Fort Worth Country Day School · Texas · Educational Services
$46M in assets, 217 participants
Fort Worth Country Day School's Fort Worth Country Day School Defined Contribution Retirement Plan reported $46M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,553 in Educational Services (3,638 peers)
Coverage in Texas
Fort Worth Country Day School Defined Contribution Retirement Plan covers 217 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $46M.
- #2,553
- in Educational Services (3,638 peers)
- +5.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Fort Worth Country Day School Defined Contribution Retirement Plan's outsized position by total assets
Fort Worth Country Day School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,646,622 Top 17% higher than 83% 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
Fort Worth Country Day School Defined Contribution 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. Fort Worth Country Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (217 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fort Worth Country Day School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Fort Worth Country Day School Defined Contribution Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Fort Worth Country Day School Defined Contribution Retirement Plan reported participants fell from 225 in the plan year 2023 filing to 217 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 751085363 · Fort Worth Country Day School PY 2024 · Other
Fort Worth Country Day School Defined Contribution Retirement Plan · $46M · 217 · 83rd
- PHOTO $46M
- PHOTO 217
- PHOTO 83rd
- PHOTO Other
- PHOTO near Dominican University New York 403(b) DC Plan
- PHOTO ind #2553
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 Texas →
Fort Worth Country Day School Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $2M |
| Employer EIN | 751085363 |
| Plan Effective Date | 1974-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fort Worth Country Day School)
Sponsor-wide plan assets over time
All Fort Worth Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 10.102235742496267% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $41M |
| 2023 | 1 | 225 | $43M |
| 2024 | 1 | 217 | $46M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Fort Worth Country Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Dominican University New York 403(b) DC Plan in NY ($46M); by covered participants it is Greater Springfield Senior Services 403(b) Thrift Plan in MA (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Dominican University New York 403(b) DC Plan (NY) $46M · 181
- Kline Galland Center Tax Sheltered Annuity Plan (WA) $46M · 704
- Brattleboro Memorial Hospital 403(b) Plan (VT) $46M · 680
- Vermont Law School Retirement Plan (VT) $46M · 203
Similar participant headcount
Nearest other-state filings by covered participants (217 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.