Other · DOL Form 5500 · 2024
Fort Worth Country Day School Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 217
- Participants
- 83rd
- Percentile by assets
- $210,353
- Avg per participant
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.
- 83rd percentile by assets (of 123,622 plans)
- #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.
- $46M
- total plan assets (2024 EOY)
- 217
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $210,353
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Fort Worth Country Day School Defined Contribution Retirement Plan reports 217 participants - about 32% of that state average ($46M EOY assets).
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)
| 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.
Fort Worth Country Day School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Fort Worth Country Day School Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Fort Worth Country Day School Defined Contribution Retirement Plan's numbers.
- By total assets, Fort Worth Country Day School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Fort Worth Country Day School's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Educational Services plans