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
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
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
California filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$5M |
| Employer EIN | 951856591 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING 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
| 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.
- 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 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).
- International Justice Mission 403(b)(7) Plan (VA) $31M · 322
- Moravian Academy 403(b) DC Plan (PA) $31M · 162
- Prairie Ridge Health, Inc. Employer Matched 403(b) (WI) $31M · 372
- Ewtn 403(b) Retirement Savings Plan (AL) $31M · 414
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Schools for Children, Inc. 403(b) Retirement Plan (MA) 186 · 0 off
- National Telecommuting Institute 403(b) DC Plan (MA) 186 · 0 off
- Lifecenter Northwest 403(b) Retirement Plan (WA) 186 · 0 off
- American Library Association Retirement Plan (IL) 186 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.