Other · DOL Form 5500 · 2024
Miami Country Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 384
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $151,796
- Avg per participant Above avg balance/head
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.
- #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.
- #2,715
- in Educational Services (3,638 peers)
- +10.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Miami Country Day School Retirement and Tda Plan's outsized position by total assets
Miami Country Day School Retirement and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,289,567 Top 14% higher than 86% 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
Miami Country Day School Retirement and Tda 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. Miami Country Day School Retirement and Tda Plan sits mid-pack in the medium band (384 participants).
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.
Published 5500 schedule card
Filing strip 591278987 · Miami Country Day School, Inc. PY 2024 · Other
Miami Country Day School Retirement and Tda Plan · $58M · 384 · 86th
- NET $58M
- BOOK 384
- VS-ST 86th
- BOY Other
- SCH near The Episcopal Academy 403(b) Defined Contribution Retirement Plan
- EBSA ind #2715
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 →
Miami Country Day School Retirement and Tda Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $6M |
| Employer EIN | 591278987 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miami Country Day School, Inc.)
Sponsor-wide plan assets over time
All Miami Country Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 25.77468741985284% vs 2022
- 2024 filing year
| 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.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Miami Country Day School Retirement and Tda Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Episcopal Academy 403(b) Defined Contribution Retirement Plan in PA ($58M); by covered participants it is Southern Oregon Head Start Retirement Plan in OR (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (384 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.