Other · DOL Form 5500 · 2022
Dunn School Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $192,923
- Avg per participant Above avg balance/head
Official DOL plan name: Dunn School DC Retirement Plan · Sponsored by Dunn School · California · Educational Services
$13M in assets, 68 participants
Dunn School's Dunn School DC Retirement Plan reported $13M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #2,113 in Educational Services (4,024 peers)
Dunn School multi-year trail
Dunn School's plans moved +29.3% in assets from 2022 to 2024; this filing shows Dunn School DC Retirement Plan at $13M / 68 participants.
- #2,113
- in Educational Services (4,024 peers)
- -18.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dunn School DC Retirement Plan's outsized position by total assets
Dunn School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,118,735 Top 30% higher than 70% 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
Dunn School DC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dunn School DC Retirement Plan is a small filing (68 participants) on this national headcount ladder.
DOL schedule card
Filing strip 951909237 · Dunn School PY 2022 · Other
Dunn School DC Retirement Plan · $13M · 68 · 70th
- EOY $13M
- 5500 68
- ASSETS 70th
- PCT Other
- EIN near Section 403(b) Retirement Plan for Othello Community Hospital
- RANK ind #2113
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 →
Dunn School DC Retirement Plan in the asset neighbourhood
Dunn School multi-year asset trail
Sponsor-wide plan assets over time
All Dunn School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 29.32974863811183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $13M |
| 2023 | 1 | 69 | $15M |
| 2024 | 1 | 63 | $17M |
Dunn School filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 951909237 |
| Plan Effective Date | 1975-09-01 |
| Filing Status | FILING RECEIVED |
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
Dunn School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Section 403(b) Retirement Plan for Othello Community Hospital in WA ($13M); by covered participants it is Carnegie Corporation of New York Tax-Deferred Annuity Plan in NY (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Section 403(b) Retirement Plan for Othello Community Hospital (WA) $13M · 154
- Shaw University Defined Contribution Plan (NC) $13M · 356
- Aao-Hnsf 403(b) Plan (VA) $13M · 51
- Epiphany School 403(b) DC Plan (WA) $13M · 52
Similar participant headcount
Nearest other-state filings by covered participants (68 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.