Other · DOL Form 5500 · 2024

North Shore Country Day School Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
144
Participants Small participant base
84th
Percentile by assets National rank
$331,921
Avg per participant High balance/head
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Official DOL plan name: North Shore Country Day School Defined Contribution Retirement Plan · Sponsored by North Shore Country Day School · Illinois · Educational Services

$48M in assets, 144 participants

North Shore Country Day School's North Shore Country Day School Defined Contribution Retirement Plan reported $48M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,589 in Educational Services (3,638 peers)

Coverage in Illinois

North Shore Country Day School Defined Contribution Retirement Plan covers 144 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $48M.

#2,589
in Educational Services (3,638 peers)
+5.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

North Shore Country Day School Defined Contribution Retirement Plan's outsized position by total assets

North Shore Country Day School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$47,796,655 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

North Shore 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. North Shore Country Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Shore Country Day School Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • North Shore Country Day School Defined Contribution Retirement Plan reported participants fell from 168 in the plan year 2023 filing to 144 in the plan year 2024 filing.
  • North Shore Country Day School Defined Contribution Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 361558460 · North Shore Country Day School PY 2024 · Other

North Shore Country Day School Defined Contribution Retirement Plan · $48M · 144 · 84th

  • EOY $48M
  • EOY 144
  • EOY 84th
  • EOY Other
  • EOY near Huggins Hospital Retirement Savings Plan
  • EOY ind #2589

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 Illinois →

North Shore Country Day School Defined Contribution Retirement Plan in the asset neighbourhood

North Shore Country Day School Defined Contribution Retirement PlanNorth Shore Country Day Scho…$48MHuggins Hospital Retirement Savings PlanHuggins Hospital Retirement …$48MPhoenix Country Day School 403b Retirement PlanPhoenix Country Day School 4…$48MRetirement Plan of Rome Memorial Hospital, Inc.Retirement Plan of Rome Memo…$48MAgrace Health Employee Retirement PlanAgrace Health Employee Retir…$48M
End-of-year total assets ($M) among North Shore Country Day School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$48M
Net Income$3M
Employer EIN361558460
Plan Effective Date1931-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Shore Country Day School)

Sponsor-wide plan assets over time

All North Shore Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 15.894995665151077% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $41.2M $47.8M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 271 $41M
2023 1 168 $45M
2024 1 144 $48M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

North Shore Country Day School Defined Contribution Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants North Shore Country Day School Defined Contribution Retirement Plan, Total assets ($B): 0.047796655 · Participants: 144North Shore Country Day School Defined Contribution Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
North Shore Country Day School Defined Contribution Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants

North Shore Country Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Huggins Hospital Retirement Savings Plan in NH ($48M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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.

Frequently Asked Questions

How did North Shore Country Day School Defined Contribution Retirement Plan assets move in 2024?
North Shore Country Day School Defined Contribution Retirement Plan grew at a solid clip - up 5.6% during 2024, from $45M to $48M. Reported net income was $3M.
How have North Shore Country Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), North Shore Country Day School's sponsor-wide assets grew 15.9%, from $41M to $48M.
Where does North Shore Country Day School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
North Shore Country Day School Defined Contribution Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to North Shore Country Day School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Huggins Hospital Retirement Savings Plan in NH ($48M, 640 participants).
Which Other plans cover a similar participant headcount to North Shore Country Day School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Homesafe 403(b) Retirement Plan in FL (144 participants, $5M in assets).