401(k) · DOL Form 5500 · 2024

Carrollwood Day School 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
248
Participants Below avg headcount
67th
Percentile by assets National rank
$67,758
Avg per participant Below avg balance/head
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Official DOL plan name: Carrollwood Day School 401(k) Profit Sharing Plan · Sponsored by Carrollwood Day School · Florida · Educational Services

$17M in assets, 248 participants

Carrollwood Day School's Carrollwood Day School 401(k) Profit Sharing Plan reported $17M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,796 in Educational Services (3,638 peers)

Coverage in Florida

Carrollwood Day School 401(k) Profit Sharing Plan covers 248 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#1,796
in Educational Services (3,638 peers)
+15.9%
assets growth YoY

Carrollwood Day School 401(k) Profit Sharing Plan's outsized position by total assets

Carrollwood Day School 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,803,860 Top 33% higher than 67% 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

Carrollwood Day School 401(k) Profit Sharing 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. Carrollwood Day School 401(k) Profit Sharing Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carrollwood Day School 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carrollwood Day School 401(k) Profit Sharing Plan reported participants rose from 212 in the plan year 2023 filing to 248 in the plan year 2024 filing.
  • Carrollwood Day School 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311581952 · Carrollwood Day School PY 2024 · 401(k)

Carrollwood Day School 401(k) Profit Sharing Plan · $17M · 248 · 67th

  • PCT $17M
  • PCT 248
  • PCT 67th
  • PCT 401(k)
  • PCT near Greene Rubber Company, Inc. 401(k) Plan
  • PCT ind #1796

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 Florida →

Carrollwood Day School 401(k) Profit Sharing Plan in the asset neighbourhood

Carrollwood Day School 401(k) Profit Sharing PlanCarrollwood Day School 401(k…$17MGreene Rubber Company, Inc. 401(k) PlanGreene Rubber Company, Inc. …$17MThe Kamson Corporation 401(k) Profit Sharing Plan & TrustThe Kamson Corporation 401(k…$17MLtm Inc. 401(k) Retirement PlanLtm Inc. 401(k) Retirement P…$17MThe Dinex Group, LLC 401 (K) PlanThe Dinex Group, LLC 401 (K)…$17M
End-of-year total assets ($M) among Carrollwood Day School 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN311581952
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrollwood Day School)

Sponsor-wide plan assets over time

All Carrollwood Day School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.048620622775776% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.3M $16.8M ▼ -21.1%
Year Plans Participants Total Assets
2022 2 391 $21M
2023 1 212 $15M
2024 1 248 $17M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carrollwood Day School 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Carrollwood Day School 401(k) Profit Sharing Plan, Total assets ($B): 0.01680386 · Participants: 248Carrollwood Day School 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Carrollwood Day School 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carrollwood Day School 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carrollwood Day School 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Greene Rubber Company, Inc. 401(k) Plan in MA ($17M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Carrollwood Day School 401(k) Profit Sharing Plan assets move in 2024? ▼
Carrollwood Day School 401(k) Profit Sharing Plan grew sharply - up 15.9% during 2024, from $15M to $17M. Reported net income was $2M.
How have Carrollwood Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrollwood Day School's sponsor-wide assets declined 21.0%, from $21M to $17M.
Which 401(k) plans are similar in size to Carrollwood Day School 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greene Rubber Company, Inc. 401(k) Plan in MA ($17M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Carrollwood Day School 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311581952.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.