Other · DOL Form 5500 · 2022

Sacramento Country Day School Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
202
Participants Below avg headcount
73rd
Percentile by assets National rank
$74,895
Avg per participant Below avg balance/head
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Official DOL plan name: Sacramento Country Day School · Sponsored by Sacramento Country Day School · California · Educational Services

$15M in assets, 202 participants

Sacramento Country Day School's Sacramento Country Day School reported $15M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,224 in Educational Services (4,024 peers)

Coverage in California

Sacramento Country Day School covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $15M.

#2,224
in Educational Services (4,024 peers)
-9.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sacramento Country Day School's outsized position by total assets

Sacramento Country Day School vs every filed plan by assets

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

$15,128,809 Top 27% higher than 73% 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

Sacramento Country Day School 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. Sacramento Country Day School sits mid-pack in the medium band (202 participants).

EBSA filing schedule strip

Filing strip 941597352 · Sacramento Country Day School PY 2022 · Other

Sacramento Country Day School · $15M · 202 · 73rd

  • EIN $15M
  • RANK 202
  • PHOTO 73rd
  • IND Other
  • EOY near Ucf Athletics Association, Inc. 403(b) Plan
  • 5500 ind #2224

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 →

Sacramento Country Day School in the asset neighbourhood

Rumsey Hall School 403(b) DC PlanRumsey Hall School 403(b) DC…$15MSacramento Country Day School$15MUcf Athletics Association, Inc. 403(b) PlanUcf Athletics Association, I…$15MBlackburn University DC Retirement PlanBlackburn University DC Reti…$15MDenver Art Museum Retirement PlanDenver Art Museum Retirement…$15M
End-of-year total assets ($M) among Sacramento Country Day School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN941597352
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sacramento Country Day School)

Sponsor-wide plan assets over time

All Sacramento Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$19M 27.066069774560575% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.1M $19.2M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 202 $15M
2023 1 208 $18M
2024 1 163 $19M

Nearby Other Plans in California

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

Sacramento Country Day School vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Sacramento Country Day School, Total assets ($B): 0.015128809 · Participants: 202Sacramento Country Day SchoolStanford 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
Sacramento Country Day School vs. nearby Other plans in California, assets vs. participants

Sacramento Country Day School's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ucf Athletics Association, Inc. 403(b) Plan in FL ($15M); by covered participants it is The Park School Annuity Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Sacramento Country Day School assets move in 2022?
Sacramento Country Day School pulled back noticeably - down 9.7% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Sacramento Country Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Sacramento Country Day School's sponsor-wide assets grew 27.1%, from $15M to $19M.
Which Other plans are similar in size to Sacramento Country Day School?
Among Other plans in other states, the closest by assets is Ucf Athletics Association, Inc. 403(b) Plan in FL ($15M, 400 participants).
Which Other plans cover a similar participant headcount to Sacramento Country Day School?
Among Other plans in other states, the closest by covered participants is The Park School Annuity Plan in MD (202 participants, $51M in assets).