Other · DOL Form 5500 · 2022
La Jolla Country Day School Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 240
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $296,602
- Avg per participant High balance/head
Official DOL plan name: La Jolla Country Day School Defined Contribution Retirement Plan · Sponsored by La Jolla Country Day School · California · Educational Services
$71M in assets, 240 participants
La Jolla Country Day School's La Jolla Country Day School Defined Contribution Retirement Plan reported $71M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,335 in Educational Services (4,024 peers)
Coverage in California
La Jolla Country Day School Defined Contribution Retirement Plan covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $71M.
- #3,335
- in Educational Services (4,024 peers)
- -14.2%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
La Jolla Country Day School Defined Contribution Retirement Plan's outsized position by total assets
La Jolla Country Day School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$71,184,536 Top 9% higher than 91% 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
La Jolla Country Day School Defined Contribution 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. La Jolla Country Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (240 participants).
EBSA filing schedule strip
Filing strip 951875978 · La Jolla Country Day School PY 2022 · Other
La Jolla Country Day School Defined Contribution Retirement Plan · $71M · 240 · 91st
- SCH $71M
- EBSA 240
- PART 91st
- TYPE Other
- NET near University Physician Group 403b Retirement Plan
- BOOK ind #3335
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 →
La Jolla Country Day School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | -$12M |
| Employer EIN | 951875978 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (La Jolla Country Day School)
Sponsor-wide plan assets over time
All La Jolla Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 28.98270208574514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $71M |
| 2023 | 1 | 250 | $82M |
| 2024 | 1 | 245 | $92M |
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
La Jolla Country Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University Physician Group 403b Retirement Plan in MI ($71M); by covered participants it is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (240 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.