Other · DOL Form 5500 · 2024
Communities in Schools Charlotte Mecklenberg, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $41,727
- Avg per participant Low balance/head
Official DOL plan name: Communities in Schools Retirement Plan · Sponsored by Communities in Schools Charlotte Mecklenberg, Inc. · North Carolina · Educational Services
$5M in assets, 116 participants
Communities in Schools Charlotte Mecklenberg, Inc.'s Communities in Schools Retirement Plan reported $5M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #963 in Educational Services (3,638 peers)
Coverage in North Carolina
Communities in Schools Retirement Plan covers 116 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #963
- in Educational Services (3,638 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Communities in Schools Retirement Plan's mid-pack asset rank among Educational Services and all filers
Communities in Schools Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,840,387 41st percentile higher than 41% 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
Communities in Schools 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. Communities in Schools Retirement Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Communities in Schools Retirement Plan reported net income fell from $530K in the plan year 2023 filing to -$88K in the plan year 2024 filing.
- Communities in Schools Retirement Plan reported participants fell from 120 in the plan year 2023 filing to 116 in the plan year 2024 filing.
- Communities in Schools Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581661795 · Communities in Schools Charlotte Mecklenberg, Inc. PY 2024 · Other
Communities in Schools Retirement Plan · $5M · 116 · 41st
- ASSETS $5M
- PCT 116
- EIN 41st
- RANK Other
- PHOTO near Marthas Table Inc. 403b Plan
- IND ind #963
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 →
Communities in Schools Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$88K |
| Employer EIN | 581661795 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Communities in Schools Charlotte Mecklenberg, Inc.)
Sponsor-wide plan assets over time
All Communities in Schools Charlotte Mecklenberg, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 10.050739793325775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $4M |
| 2023 | 1 | 120 | $5M |
| 2024 | 1 | 116 | $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
Communities in Schools Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Marthas Table Inc. 403b Plan in DC ($5M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 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 (116 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.