Other · DOL Form 5500 · 2022
Robert Louis Stevenson School Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 152
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $303,228
- Avg per participant High balance/head
Official DOL plan name: Robert Louis Stevenson School Defined Contribution Retirement Plan · Sponsored by Robert Louis Stevenson School · California · Educational Services
$46M in assets, 152 participants
Robert Louis Stevenson School's Robert Louis Stevenson School Defined Contribution Retirement Plan reported $46M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #3,078 in Educational Services (4,024 peers)
Coverage in California
Robert Louis Stevenson School Defined Contribution Retirement Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $46M.
- #3,078
- in Educational Services (4,024 peers)
- -13.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert Louis Stevenson School Defined Contribution Retirement Plan's outsized position by total assets
Robert Louis Stevenson School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$46,090,698 Top 13% higher than 87% 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
Robert Louis Stevenson 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. Robert Louis Stevenson School Defined Contribution Retirement Plan sits mid-pack in the medium band (152 participants).
Published 5500 schedule card
Filing strip 941218745 · Robert Louis Stevenson School PY 2022 · Other
Robert Louis Stevenson School Defined Contribution Retirement Plan · $46M · 152 · 87th
- PCT $46M
- PCT 152
- PCT 87th
- PCT Other
- PCT near Suffield Academy 403(b) Retirement Plan
- PCT ind #3078
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 →
Robert Louis Stevenson School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$7M |
| Employer EIN | 941218745 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Louis Stevenson School)
Sponsor-wide plan assets over time
All Robert Louis Stevenson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 28.465175337548587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $46M |
| 2023 | 1 | 193 | $54M |
| 2024 | 1 | 189 | $59M |
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
Robert Louis Stevenson School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Suffield Academy 403(b) Retirement Plan in CT ($46M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan (GA) 152 · 0 off
- Section 403(b) Retirement Plan for Amida Care, Inc. (NY) 152 · 0 off
- Ardmore, Inc. Employees Retirement Plan (OH) 152 · 0 off
- Jewish Community Center in Manhattan 403(b) Defined Contribution Plan (NY) 152 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.