Other · DOL Form 5500 · 2022

Polytechnic School Retirement Plan

Data updated 2026-08-11

$78M
Total assets
211
Participants
91st
Percentile by assets
$368,188
Avg per participant
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Official DOL plan name: Polytechnic School Defined Contribution Retirement Plan · Sponsored by Polytechnic School · California · Educational Services

$78M in assets, 211 participants

Polytechnic School's Polytechnic School Defined Contribution Retirement Plan reported $78M in total assets and 211 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.

  • 91st percentile by assets (of 139,126 plans)
  • #3,375 in Educational Services (4,024 peers)

Coverage in California

Polytechnic School Defined Contribution Retirement Plan covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $78M.

$78M
total plan assets (2022 EOY)
211
covered participants
91st
percentile by assets (of 139,126 plans)
$368,188
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Polytechnic School Defined Contribution Retirement Plan sits by total assets

Polytechnic School Defined Contribution Retirement Plan vs every filed plan by assets

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

$77,687,740 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Polytechnic School Defined Contribution Retirement Plan reports 211 participants - about 33% of that state average ($78M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$78M
Net Income-$15M
Employer EIN951641456
Plan Effective Date1947-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polytechnic School)

$70M$80M$90M$100M$110M 202220232024 $77.7M $99.9M ▲ +28.6%
Total plan assets by year, all Polytechnic School plans on file
Year Plans Participants Total Assets
2022 1 211 $78M
2023 1 246 $89M
2024 1 260 $100M

Nearby Other Plans in California

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

Polytechnic School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Polytechnic School D…, Total assets ($B): 0.07768774 · Participants: 211Polytechnic School D…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Polytechnic School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Polytechnic School Defined Contribution … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Polytechnic School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Polytechnic School Defined Contribution Retirement Plan assets move in 2022? ▼
Polytechnic School Defined Contribution Retirement Plan declined sharply - down 16.6% during 2022, from $93M to $78M. Reported net income was -$15M.
How have Polytechnic School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polytechnic School's sponsor-wide assets grew 28.6%, from $78M to $100M.
Where does Polytechnic School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Polytechnic School Defined Contribution Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Polytechnic School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sheppard Pratt Health System Tax Sheltered Annuity Program in MD ($77M, 2,660 participants).

Next read for Polytechnic School Defined Contribution …

Filing takeaways

Ways to act on Polytechnic School Defined Contribution Retirement Plan's numbers.

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 951641456.

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.