Other · DOL Form 5500 · 2022

Lick-Wilmerding High School Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
135
Participants Small participant base
86th
Percentile by assets National rank
$290,751
Avg per participant High balance/head
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Official DOL plan name: The Lick-Wilmerding High School Retirement Plan · Sponsored by Lick-Wilmerding High School · California · Educational Services

$39M in assets, 135 participants

Lick-Wilmerding High School's The Lick-Wilmerding High School Retirement Plan reported $39M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,975 in Educational Services (4,024 peers)

Coverage in California

The Lick-Wilmerding High School Retirement Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $39M.

#2,975
in Educational Services (4,024 peers)
-16.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lick-Wilmerding High School Retirement Plan's outsized position by total assets

The Lick-Wilmerding High School Retirement Plan vs every filed plan by assets

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

$39,251,383 Top 14% higher than 86% 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 Lick-Wilmerding High School 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 Lick-Wilmerding High School Retirement Plan sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 941186156 · Lick-Wilmerding High School PY 2022 · Other

The Lick-Wilmerding High School Retirement Plan · $39M · 135 · 86th

  • EBSA $39M
  • EBSA 135
  • EBSA 86th
  • EBSA Other
  • EBSA near Nichols School Tiaa-Cref Retirement Plan
  • EBSA ind #2975

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 Lick-Wilmerding High School Retirement Plan in the asset neighbourhood

St. Anne's Belfield, Inc. 403(b) Retirement PlanSt. Anne's Belfield, Inc. 40…$39MNichols School Tiaa-Cref Retirement PlanNichols School Tiaa-Cref Ret…$39MThe Lick-Wilmerding High School Retirement PlanThe Lick-Wilmerding High Sch…$39MCrossing Rivers Health 403(b) PlanCrossing Rivers Health 403(b…$39MKnox Community Hospital Tax Deferred Annuity PlanKnox Community Hospital Tax …$39M
End-of-year total assets ($M) among The Lick-Wilmerding High School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$39M
Net Income-$8M
Employer EIN941186156
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lick-Wilmerding High School)

Sponsor-wide plan assets over time

All Lick-Wilmerding High School plans reported in each filing year

Latest sponsor-wide plan assets
$49M 24.257698130025126% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.3M $48.8M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 135 $39M
2023 1 134 $43M
2024 1 139 $49M

Nearby Other Plans in California

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

The Lick-Wilmerding High School Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Lick-Wilmerding High School Retirement Plan, Total assets ($B): 0.039251383 · Participants: 135The Lick-Wilmerding High School 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 Lick-Wilmerding High School Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Lick-Wilmerding High School Retirement Plan side-by-side with 3 peers →

The Lick-Wilmerding High School Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Nichols School Tiaa-Cref Retirement Plan in NY ($39M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

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 Lick-Wilmerding High School Retirement Plan assets move in 2022? ▼
The Lick-Wilmerding High School Retirement Plan declined sharply - down 16.4% during 2022, from $47M to $39M. Reported net income was -$8M.
How have Lick-Wilmerding High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lick-Wilmerding High School's sponsor-wide assets grew 24.3%, from $39M to $49M.
Where does The Lick-Wilmerding High School Retirement Plan rank by assets among Form 5500 filers? ▼
The Lick-Wilmerding High School Retirement Plan ranks in the 86th 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 Lick-Wilmerding High School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Nichols School Tiaa-Cref Retirement Plan in NY ($39M, 138 participants).
Which Other plans cover a similar participant headcount to The Lick-Wilmerding High School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (135 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941186156.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.