Other · DOL Form 5500 · 2022
Castilleja School Foundation Retirement Plan
Data updated 2026-08-11
- $52M
- Total assets
- 144
- Participants
- 88th
- Percentile by assets
- $360,213
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $52M
- total plan assets (2022 EOY)
- 144
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $360,213
- avg assets per participant
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.
Where Castilleja School Foundation DC Plan sits 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Castilleja School Foundation DC Plan reports 144 participants - about 23% of that state average ($52M EOY assets).
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)
| 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.
Castilleja School Foundation DC Plan vs. nearby Other plans in California, assets vs. participants
- 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 Castilleja School Foundation DC Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Castilleja School Foundation DC Plan assets move in 2022? ▼
How have Castilleja School Foundation plan assets changed over time? ▼
Where does Castilleja School Foundation DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Castilleja School Foundation DC Plan? ▼
Next read for Castilleja School Foundation DC Plan
Filing takeaways
Ways to act on Castilleja School Foundation DC Plan's numbers.
- By total assets, Castilleja School Foundation DC Plan 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
- Castilleja School Foundation's sponsor-wide assets have grown 28.5% since 2022 across 3 plan years on file. More Educational Services plans