401(k) · DOL Form 5500 · 2022
School Innovations & Achievement 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $147,268
- Avg per participant Above avg balance/head
Official DOL plan name: School Innovations & Achievement 401(k) Profit Sharing Plan · Sponsored by School Innovations & Achievement · California · Educational Services
$10M in assets, 66 participants
School Innovations & Achievement's School Innovations & Achievement 401(k) Profit Sharing Plan reported $10M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #1,901 in Educational Services (4,024 peers)
2022 asset change
School Innovations & Achievement 401(k) Profit Sharing Plan declined sharply 15.1% in 2022 ($11M → $10M) for 66 participants.
- #1,901
- in Educational Services (4,024 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
School Innovations & Achievement 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers
School Innovations & Achievement 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,719,716 Top 36% higher than 64% 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
School Innovations & Achievement 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. School Innovations & Achievement 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 113677426 · School Innovations & Achievement PY 2022 · 401(k)
School Innovations & Achievement 401(k) Profit Sharing Plan · $10M · 66 · 64th
- EIN $10M
- RANK 66
- PHOTO 64th
- IND 401(k)
- EOY near Spectrum Retirement Communities 401(k) Plan
- 5500 ind #1901
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 →
School Innovations & Achievement 401(k) Profit Sharing Plan in the asset neighbourhood
School Innovations & Achievement years around the 2022 move
Sponsor-wide plan assets over time
All School Innovations & Achievement plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $10M |
| 2023 | 1 | 67 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 113677426 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
School Innovations & Achievement 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Spectrum Retirement Communities 401(k) Plan in CO ($10M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Spectrum Retirement Communities 401(k) Plan (CO) $10M · 1,501
- Reid Outpatient Surgery and Endoscopy 401(k) Plan (IN) $10M · 190
- Alec 401(k) Retirement Plan (IL) $10M · 98
- Trellance, Inc. 401(k) Profit Sharing Plan (FL) $10M · 132
Similar participant headcount
Nearest other-state filings by covered participants (66 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.