Other · DOL Form 5500 · 2024

Miami Country Day School, Inc. Retirement Plan

Data updated 2026-08-11

$58M
Total assets
384
Participants
86th
Percentile by assets
$151,796
Avg per participant
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Official DOL plan name: Miami Country Day School Retirement and Tda Plan · Sponsored by Miami Country Day School, Inc. · Florida · Educational Services

$58M in assets, 384 participants

Miami Country Day School, Inc.'s Miami Country Day School Retirement and Tda Plan reported $58M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 123,622 plans)
  • #2,715 in Educational Services (3,638 peers)

Where Miami Country Day School Retirement and Tda Plan sits by assets

Miami Country Day School Retirement and Tda Plan sits in the top quartile of all filed plans by assets, $58M for 384 participants (~$151,796/participant), up 10.4% in 2024.

$58M
total plan assets (2024 EOY)
384
covered participants
86th
percentile by assets (of 123,622 plans)
$151,796
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Miami Country Day School Retirement and Tda Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Miami Country Day School Retirement and Tda Plan end-of-year assets rose from $53M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Miami Country Day School Retirement and Tda Plan reported participants rose from 370 in the plan year 2023 filing to 384 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Miami Country Day School Retirement and Tda Plan vs the 2024 asset distribution

By assets, Miami Country Day School Retirement and Tda Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$58M
Net Income$6M
Employer EIN591278987
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miami Country Day School, Inc.)

$45M$50M$55M$60M 202220232024 $46.3M $58.3M ▲ +25.8%
Total plan assets by year, all Miami Country Day School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 360 $46M
2023 1 370 $53M
2024 1 384 $58M

Nearby Other Plans in Florida

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

Miami Country Day School Retirement and Tda Plan vs. nearby Other plans in Florida, assets vs. participants

Miami Country Day School Retirement and Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Miami Country Day Sc…Baptist Health South…University of Miami …Orlando Health Retir…The Nemours Foundati…Lee Health System 40…
Miami Country Day School Retirement and Tda Plan vs. nearby Other plans in Florida, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Miami Country Day School Retirement and Tda Plan by total assets, not by location.

Frequently Asked Questions

How did Miami Country Day School Retirement and Tda Plan assets move in 2024?
Miami Country Day School Retirement and Tda Plan grew at a solid clip - up 10.4% during 2024, from $53M to $58M. Reported net income was $6M.
How have Miami Country Day School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Miami Country Day School, Inc.'s sponsor-wide assets grew 25.8%, from $46M to $58M.
Where does Miami Country Day School Retirement and Tda Plan rank by assets among Form 5500 filers?
Miami Country Day School Retirement and Tda Plan ranks in the 86th 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 Miami Country Day School Retirement and Tda Plan?
Among Other plans in other states, the closest by assets is The Episcopal Academy 403(b) Defined Contribution Retirement Plan in PA ($58M, 367 participants).

Next read for Miami Country Day School Retirement and …

Scale reading

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