Other · DOL Form 5500 · 2022
Katherine Delmar Burke School Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 124
- Participants
- 80th
- Percentile by assets
- $196,135
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $24M
- total plan assets (2022 EOY)
- 124
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $196,135
- avg assets per participant
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.
Where Katherine Delmar Burke School DC and Tda 403(b) Plans sits 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
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. Katherine Delmar Burke School DC and Tda 403(b) Plans reports 124 participants - about 20% of that state average ($24M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$3M |
| Employer EIN | 941156256 |
| Plan Effective Date | 1961-10-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Katherine Delmar Burke School)
| 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.
- 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 Katherine Delmar Burke School DC and Tda 403(b) Plans by total assets, not by location.
Frequently Asked Questions
How did Katherine Delmar Burke School DC and Tda 403(b) Plans assets move in 2022? ▼
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Where does Katherine Delmar Burke School DC and Tda 403(b) Plans rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Katherine Delmar Burke School DC and Tda 403(b) Plans's numbers.
- By total assets, Katherine Delmar Burke School DC and Tda 403(b) Plans 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
- Katherine Delmar Burke School's sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Educational Services plans