Other · DOL Form 5500 · 2024
Forsyth Country Day School Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 174
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $218,088
- Avg per participant Above avg balance/head
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.
- #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.
- #2,428
- in Educational Services (3,638 peers)
- +7.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Forsyth Country Day School Defined Contribution Re's outsized position by total assets
Forsyth Country Day School Defined Contribution Re vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,947,370 Top 19% higher than 81% 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
Forsyth Country Day School Defined Contribution Re 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. Forsyth Country Day School Defined Contribution Re sits mid-pack in the medium band (174 participants).
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.
EBSA filing schedule strip
Filing strip 560940956 · Forsyth Country Day School PY 2024 · Other
Forsyth Country Day School Defined Contribution Re · $38M · 174 · 81st
- PART $38M
- PART 174
- PART 81st
- PART Other
- PART near Covenant College Retirement Plan Defined Contribution
- PART ind #2428
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 →
Forsyth Country Day School Defined Contribution Re in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Forsyth Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 21.668056087122032% vs 2022
- 2024 filing year
| 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.
- 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
Forsyth Country Day School Defined Contribution Re's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Covenant College Retirement Plan Defined Contribution in GA ($38M); by covered participants it is Henry Viscardi School Defined Contribution Plan in NY (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 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.