Other · DOL Form 5500 · 2022
Polytechnic School Retirement Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 211
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $368,188
- Avg per participant High balance/head
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.
- #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.
- #3,375
- in Educational Services (4,024 peers)
- -16.6%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
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.
Polytechnic School Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Polytechnic 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. Polytechnic School Defined Contribution Retirement Plan sits mid-pack in the medium band (211 participants).
Published 5500 schedule card
Filing strip 951641456 · Polytechnic School PY 2022 · Other
Polytechnic School Defined Contribution Retirement Plan · $78M · 211 · 91st
- VS-ST $78M
- BOY 211
- SCH 91st
- EBSA Other
- PART near Sheppard Pratt Health System Tax Sheltered Annuity Program
- TYPE ind #3375
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 →
Polytechnic School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | -$15M |
| Employer EIN | 951641456 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Polytechnic School)
Sponsor-wide plan assets over time
All Polytechnic School plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 28.593798712641146% vs 2022
- 2024 filing year
| 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.
- 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
Polytechnic School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Sheppard Pratt Health System Tax Sheltered Annuity Program in MD ($77M); by covered participants it is 403 B Thrift Plan of Opportunities Inc of Jefferson County in WI (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 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.