Other · DOL Form 5500 · 2022
Cate School Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 133
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $249,604
- Avg per participant Above avg balance/head
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.
- #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.
- #2,836
- in Educational Services (4,024 peers)
- -16.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Tiaa- Cref Retirement Plan for Employees of Cate School's outsized position 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
Tiaa- Cref Retirement Plan for Employees of Cate 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. Tiaa- Cref Retirement Plan for Employees of Cate School sits mid-pack in the medium band (133 participants).
Form 5500 schedule snapshot
Filing strip 951644630 · Cate School PY 2022 · Other
Tiaa- Cref Retirement Plan for Employees of Cate School · $33M · 133 · 84th
- PART $33M
- PART 133
- PART 84th
- PART Other
- PART near Uc Health 403(b) Retirement Savings Plan
- PART ind #2836
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 →
Tiaa- Cref Retirement Plan for Employees of Cate School in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Cate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 23.27889936510609% vs 2022
- 2024 filing year
| 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.
- 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
Tiaa- Cref Retirement Plan for Employees of Cate School's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Uc Health 403(b) Retirement Savings Plan in OH ($33M); by covered participants it is Lifestream Services Inc. Retirement Savings Plan in IN (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 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.