Other · DOL Form 5500 · 2022

The Webb Schools Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
186
Participants Below avg headcount
83rd
Percentile by assets National rank
$165,598
Avg per participant Above avg balance/head
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Official DOL plan name: The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan · Sponsored by The Webb Schools · California · Educational Services

$31M in assets, 186 participants

The Webb Schools's The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reported $31M in total assets and 186 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.

  • #2,784 in Educational Services (4,024 peers)

Coverage in California

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $31M.

#2,784
in Educational Services (4,024 peers)
-14.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan's outsized position by total assets

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,801,271 Top 17% higher than 83% of 139,123 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 2022

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement 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 Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan sits mid-pack in the medium band (186 participants).

DOL schedule card

Filing strip 951856591 · The Webb Schools PY 2022 · Other

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan · $31M · 186 · 83rd

  • IND $31M
  • IND 186
  • IND 83rd
  • IND Other
  • IND near International Justice Mission 403(b)(7) Plan
  • IND ind #2784

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 Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan in the asset neighbourhood

Ewtn 403(b) Retirement Savings PlanEwtn 403(b) Retirement Savin…$31MPrairie Ridge Health, Inc. Employer Matched 403(b)Prairie Ridge Health, Inc. E…$31MThe Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement PlanThe Webb Schools Tax-Deferre…$31MInternational Justice Mission 403(b)(7) PlanInternational Justice Missio…$31MMoravian Academy 403(b) DC PlanMoravian Academy 403(b) DC P…$31M
End-of-year total assets ($M) among The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN951856591
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Webb Schools)

Sponsor-wide plan assets over time

All The Webb Schools plans reported in each filing year

Latest sponsor-wide plan assets
$36M 18.401243896721013% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.8M $36.5M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 186 $31M
2023 1 193 $34M
2024 1 146 $36M

Nearby Other Plans in California

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

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan, Total assets ($B): 0.030801271 · Participants: 186The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is International Justice Mission 403(b)(7) Plan in VA ($31M); by covered participants it is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 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 (186 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.

Frequently Asked Questions

How did The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan assets move in 2022?
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan pulled back noticeably - down 14.1% during 2022, from $36M to $31M. Reported net income was -$5M.
How have The Webb Schools plan assets changed over time?
Across 3 plan years on file (2022-2024), The Webb Schools's sponsor-wide assets grew 18.4%, from $31M to $36M.
Where does The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is International Justice Mission 403(b)(7) Plan in VA ($31M, 322 participants).
Which Other plans cover a similar participant headcount to The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants, $20M in assets).