Other · DOL Form 5500 · 2022
The Athenian School Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 124
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $251,638
- Avg per participant Above avg balance/head
Official DOL plan name: The Athenian School 403(b) Plan · Sponsored by The Athenian School · California · Educational Services
$31M in assets, 124 participants
The Athenian School's The Athenian School 403(b) Plan reported $31M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,793 in Educational Services (4,024 peers)
Coverage in California
The Athenian School 403(b) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $31M.
- #2,793
- in Educational Services (4,024 peers)
- -12.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Athenian School 403(b) Plan's outsized position by total assets
The Athenian School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,203,072 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Athenian School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Athenian School 403(b) Plan sits mid-pack in the medium band (124 participants).
Form 5500 schedule snapshot
Filing strip 946070808 · The Athenian School PY 2022 · Other
The Athenian School 403(b) Plan · $31M · 124 · 83rd
- EBSA $31M
- EBSA 124
- EBSA 83rd
- EBSA Other
- EBSA near Forsyth Country Day School Defined Contribution Re
- EBSA ind #2793
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 California →
The Athenian School 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$4M |
| Employer EIN | 946070808 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Athenian School)
Sponsor-wide plan assets over time
All The Athenian School plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 27.888943114318998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $31M |
| 2023 | 1 | 126 | $36M |
| 2024 | 1 | 129 | $40M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
The Athenian School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Forsyth Country Day School Defined Contribution Re in NC ($31M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.