Other · DOL Form 5500 · 2022
Castilleja School Foundation Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $360,213
- Avg per participant High balance/head
Official DOL plan name: Castilleja School Foundation DC Plan · Sponsored by Castilleja School Foundation · California · Educational Services
$52M in assets, 144 participants
Castilleja School Foundation's Castilleja School Foundation DC Plan reported $52M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #3,149 in Educational Services (4,024 peers)
Coverage in California
Castilleja School Foundation DC Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $52M.
- #3,149
- in Educational Services (4,024 peers)
- -16.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Castilleja School Foundation DC Plan's outsized position by total assets
Castilleja School Foundation DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,870,654 Top 12% higher than 88% 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
Castilleja School Foundation DC 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. Castilleja School Foundation DC Plan sits mid-pack in the medium band (144 participants).
DOL schedule card
Filing strip 940373222 · Castilleja School Foundation PY 2022 · Other
Castilleja School Foundation DC Plan · $52M · 144 · 88th
- BOY $52M
- BOY 144
- BOY 88th
- BOY Other
- BOY near Greenhill School 403(b) Plan
- BOY ind #3149
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 →
Castilleja School Foundation DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$10M |
| Employer EIN | 940373222 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castilleja School Foundation)
Sponsor-wide plan assets over time
All Castilleja School Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 28.515882988481312% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $52M |
| 2023 | 1 | 150 | $60M |
| 2024 | 1 | 131 | $67M |
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
Castilleja School Foundation DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Greenhill School 403(b) Plan in TX ($52M); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Greenhill School 403(b) Plan (TX) $52M · 422
- Norfolk Academy Pre-Tax Savings and Retirement Plan (VA) $52M · 276
- Walsh University Retirement Plan (OH) $52M · 442
- Taipei American School Defined Contribution Retirement Plan () $52M · 226
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Pioneer Memorial Retirement Plan (SD) 144 · 0 off
- Treehouse 403(b) Retirement Plan (WA) 144 · 0 off
- 403(b) Thrift Plan of Family Connections, Inc. (NJ) 144 · 0 off
- Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan (MI) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.