Other · DOL Form 5500 · 2022

Katherine Delmar Burke School Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
124
Participants Small participant base
80th
Percentile by assets National rank
$196,135
Avg per participant Above avg balance/head
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Official DOL plan name: Katherine Delmar Burke School DC and Tda 403(b) Plans · Sponsored by Katherine Delmar Burke School · California · Educational Services

$24M in assets, 124 participants

Katherine Delmar Burke School's Katherine Delmar Burke School DC and Tda 403(b) Plans reported $24M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,602 in Educational Services (4,024 peers)

Coverage in California

Katherine Delmar Burke School DC and Tda 403(b) Plans covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $24M.

#2,602
in Educational Services (4,024 peers)
-12.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katherine Delmar Burke School DC and Tda 403(b) Plans's outsized position by total assets

Katherine Delmar Burke School DC and Tda 403(b) Plans vs every filed plan by assets

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

$24,320,697 Top 20% higher than 80% 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

Katherine Delmar Burke School DC and Tda 403(b) Plans 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. Katherine Delmar Burke School DC and Tda 403(b) Plans sits mid-pack in the medium band (124 participants).

Plan-year Form 5500 strip

Filing strip 941156256 · Katherine Delmar Burke School PY 2022 · Other

Katherine Delmar Burke School DC and Tda 403(b) Plans · $24M · 124 · 80th

  • PHOTO $24M
  • PHOTO 124
  • PHOTO 80th
  • PHOTO Other
  • PHOTO near Rumson Country Day School DC Retirement Plan
  • PHOTO ind #2602

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 →

Katherine Delmar Burke School DC and Tda 403(b) Plans in the asset neighbourhood

Foundation for the Carolinas DC PlanFoundation for the Carolinas…$24MWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanWest River Health Service Fo…$24MRumson Country Day School DC Retirement PlanRumson Country Day School DC…$24MKatherine Delmar Burke School DC and Tda 403(b) PlansKatherine Delmar Burke Schoo…$24MHadassah, the Womens Zionist Organization of America, Inc. 403(b) PlanHadassah, the Womens Zionist…$24M
End-of-year total assets ($M) among Katherine Delmar Burke School DC and Tda 403(b) Plans and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN941156256
Plan Effective Date1961-10-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Katherine Delmar Burke School)

Sponsor-wide plan assets over time

All Katherine Delmar Burke School plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.15804592277927% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 124 $24M
2023 1 98 $28M
2024 1 107 $31M

Nearby Other Plans in California

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

Katherine Delmar Burke School DC and Tda 403(b) Plans vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Katherine Delmar Burke School DC and Tda 403(b) Plans, Total assets ($B): 0.024320697 · Participants: 124Katherine Delmar Burke School DC and Tda 403(b) PlansStanford 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
Katherine Delmar Burke School DC and Tda 403(b) Plans vs. nearby Other plans in California, assets vs. participants
Compare Katherine Delmar Burke School DC and Tda 403(b) Plans side-by-side with 3 peers →

Katherine Delmar Burke School DC and Tda 403(b) Plans's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rumson Country Day School DC Retirement Plan in NJ ($24M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Katherine Delmar Burke School DC and Tda 403(b) Plans assets move in 2022? ▼
Katherine Delmar Burke School DC and Tda 403(b) Plans pulled back noticeably - down 12.6% during 2022, from $28M to $24M. Reported net income was -$3M.
How have Katherine Delmar Burke School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katherine Delmar Burke School's sponsor-wide assets grew 29.2%, from $24M to $31M.
Where does Katherine Delmar Burke School DC and Tda 403(b) Plans rank by assets among Form 5500 filers? ▼
Katherine Delmar Burke School DC and Tda 403(b) Plans ranks in the 80th 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 Katherine Delmar Burke School DC and Tda 403(b) Plans? ▼
Among Other plans in other states, the closest by assets is Rumson Country Day School DC Retirement Plan in NJ ($24M, 90 participants).
Which Other plans cover a similar participant headcount to Katherine Delmar Burke School DC and Tda 403(b) Plans? ▼
Among Other plans in other states, the closest by covered participants is The Frederick Gunn School Defined Contribution Retirement Plan in CT (124 participants, $29M 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 941156256.

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.