Other · DOL Form 5500 · 2024
Forsyth Country Day School Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 174
- Participants
- 81st
- Percentile by assets
- $218,088
- Avg per participant
Official DOL plan name: Forsyth Country Day School Defined Contribution Re · Sponsored by Forsyth Country Day School · North Carolina · Educational Services
$38M in assets, 174 participants
Forsyth Country Day School's Forsyth Country Day School Defined Contribution Re reported $38M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 123,622 plans)
- #2,428 in Educational Services (3,638 peers)
Coverage in North Carolina
Forsyth Country Day School Defined Contribution Re covers 174 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $38M.
- $38M
- total plan assets (2024 EOY)
- 174
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $218,088
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forsyth Country Day School Defined Contribution Re reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Forsyth Country Day School Defined Contribution Re end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Forsyth Country Day School Defined Contribution Re reported participants fell from 176 in the plan year 2023 filing to 174 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Forsyth Country Day School Defined Contribution Re reports 174 participants - about 21% of that state average ($38M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 560940956 |
| Plan Effective Date | 1970-05-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forsyth Country Day School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $31M |
| 2023 | 1 | 176 | $35M |
| 2024 | 1 | 174 | $38M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Forsyth Country Day School Defined Contribution Re vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Forsyth Country Day School Defined Contribution Re by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Forsyth Country Day School Defined Contribution Re's numbers.
- By total assets, Forsyth Country Day School Defined Contribution Re 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 North Carolina. Compare plans
- Forsyth Country Day School's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Educational Services plans