Other · DOL Form 5500 · 2022
Cate School Retirement Plan
Data updated 2026-08-11
- $33M
- Total assets
- 133
- Participants
- 84th
- Percentile by assets
- $249,604
- Avg per participant
Official DOL plan name: Tiaa- Cref Retirement Plan for Employees of Cate School · Sponsored by Cate School · California · Educational Services
$33M in assets, 133 participants
Cate School's Tiaa- Cref Retirement Plan for Employees of Cate School reported $33M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #2,836 in Educational Services (4,024 peers)
Coverage in California
Tiaa- Cref Retirement Plan for Employees of Cate School covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $33M.
- $33M
- total plan assets (2022 EOY)
- 133
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $249,604
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Tiaa- Cref Retirement Plan for Employees of Cate School sits by total assets
Tiaa- Cref Retirement Plan for Employees of Cate School vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,197,374 Top 16% higher than 84% 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Tiaa- Cref Retirement Plan for Employees of Cate School reports 133 participants - about 21% of that state average ($33M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$6M |
| Employer EIN | 951644630 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cate School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 253 | $50M |
| 2023 | 2 | 244 | $57M |
| 2024 | 2 | 265 | $62M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Tiaa- Cref Retirement Plan for Employees of Cate School vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Tiaa- Cref Retirement Plan for Employees of Cate School by total assets, not by location.
Frequently Asked Questions
How did Tiaa- Cref Retirement Plan for Employees of Cate School assets move in 2022? ▼
How have Cate School plan assets changed over time? ▼
Where does Tiaa- Cref Retirement Plan for Employees of Cate School rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Tiaa- Cref Retirement Plan for Employees of Cate School? ▼
Next read for Tiaa- Cref Retirement Plan for Employees…
Filing takeaways
Ways to act on Tiaa- Cref Retirement Plan for Employees of Cate School's numbers.
- By total assets, Tiaa- Cref Retirement Plan for Employees of Cate School ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Cate School's sponsor-wide assets have grown 23.3% since 2022 across 3 plan years on file. More Educational Services plans