Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Jesuit High School of Sacramento Employee Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jesuit High School of Sacramento · California · Educational Services

What the 2023 filing shows

Jesuit High School of Sacramento Employee Retirement Plan holds $20M for 129 participants — about $155,163 per participant, down 13.7% over the 2022 plan year.

$20M
total plan assets (2022 EOY)
129
covered participants
$155,163
avg assets per participant
-13.7%
assets change YoY

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.

Total Assets (2023)
$20M
Participants
129
State
Industry
Educational Services

What the Filing Says About Jesuit High School of Sacramento Employee Retirement Plan

Jesuit High School of Sacramento Employee Retirement Plan is a Profit Sharing retirement plan sponsored by Jesuit High School of Sacramento, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 129 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 941525873, and the plan has been effective since 2002-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end — a decline of 13.7%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-3,170,305 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-3,170,305
Plan TypeProfit Sharing
Employer EIN941525873
Plan Effective Date2002-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jesuit High School of Sacramento)

Year Plans Participants Total Assets
2022 2 256 $25M
2023 1 124 $24M
2024 1 130 $27M

Nearby Profit Sharing Plans in California

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Frequently Asked Questions

How much money is in the Jesuit High School of Sacramento Employee Retirement Plan?
As of the 2022 Form 5500 filing, Jesuit High School of Sacramento Employee Retirement Plan holds $20M in total assets with 129 participants. It is sponsored by Jesuit High School of Sacramento.
What type of plan is Jesuit High School of Sacramento Employee Retirement Plan?
Jesuit High School of Sacramento Employee Retirement Plan is a Profit Sharing plan. It has been effective since 2002-09-01. The plan is filed with the U.S. Department of Labor under EIN 941525873.
Who sponsors the Jesuit High School of Sacramento Employee Retirement Plan?
Jesuit High School of Sacramento Employee Retirement Plan is sponsored by Jesuit High School of Sacramento, located in California. The sponsor's EIN is 941525873 and the plan operates in the Educational Services industry.
How did Jesuit High School of Sacramento Employee Retirement Plan perform in 2022?
Jesuit High School of Sacramento Employee Retirement Plan declined by 13.7% during 2022, moving from $23M to $20M in total assets. Net income was $-3,170,305.
Where can I find official filings for Jesuit High School of Sacramento Employee Retirement Plan?
Official Form 5500 filings for Jesuit High School of Sacramento Employee Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941525873 or plan name at efast.dol.gov.
How does Jesuit High School of Sacramento Employee Retirement Plan compare to other plans?
You can compare Jesuit High School of Sacramento Employee Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 941525873.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.