Other · DOL Form 5500 · 2024
Lake Forest Country Day School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $101,856
- Avg per participant Below avg balance/head
Official DOL plan name: Lake Forest Country Day School 403(b) Plan · Sponsored by Lake Forest Country Day School · Illinois · Educational Services
$16M in assets, 153 participants
Lake Forest Country Day School's Lake Forest Country Day School 403(b) Plan reported $16M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,742 in Educational Services (3,638 peers)
Coverage in Illinois
Lake Forest Country Day School 403(b) Plan covers 153 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $16M.
- #1,742
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
Lake Forest Country Day School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Lake Forest Country Day School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,583,950 Top 35% higher than 65% 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
Lake Forest Country Day School 403(b) 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. Lake Forest Country Day School 403(b) Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Forest Country Day School 403(b) Plan reported participants rose from 114 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- Lake Forest Country Day School 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Lake Forest Country Day School 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362415685 · Lake Forest Country Day School PY 2024 · Other
Lake Forest Country Day School 403(b) Plan · $16M · 153 · 65th
- EOY $16M
- 5500 153
- ASSETS 65th
- PCT Other
- EIN near Resources for the Future, Inc. 403(b) Retirement
- RANK ind #1742
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 Illinois →
Lake Forest Country Day School 403(b) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 362415685 |
| Plan Effective Date | 2001-09-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Forest Country Day School)
Sponsor-wide plan assets over time
All Lake Forest Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 25.459051262794002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $12M |
| 2023 | 1 | 114 | $14M |
| 2024 | 1 | 153 | $16M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Lake Forest Country Day School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Resources for the Future, Inc. 403(b) Retirement in DC ($16M); by covered participants it is Vivalon, Inc. 403(b) Plan in CA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Resources for the Future, Inc. 403(b) Retirement (DC) $16M · 66
- Antilles School 403(b) Plan (VI) $16M · 59
- Lees-Mcrae College 403(b) Retirement Plan (NC) $16M · 92
- Cmh, Inc. 403(b) (NY) $16M · 274
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Vivalon, Inc. 403(b) Plan (CA) 153 · 0 off
- W. M. Keck Observatory 403(b) Retirement Plan (HI) 153 · 0 off
- Mobilization for Justice, Inc. 403(b) Plan (NY) 153 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.