Other · DOL Form 5500 · 2022

The Thacher School Retirement Plan

Data updated 2026-08-11

$35M
Total assets
201
Participants
85th
Percentile by assets
$174,422
Avg per participant
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Official DOL plan name: The Thacher School DC Retirement Plan · Sponsored by The Thacher School · California · Educational Services

$35M in assets, 201 participants

The Thacher School's The Thacher School DC Retirement Plan reported $35M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #2,876 in Educational Services (4,024 peers)

Coverage in California

The Thacher School DC Retirement Plan covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $35M.

$35M
total plan assets (2022 EOY)
201
covered participants
85th
percentile by assets (of 139,126 plans)
$174,422
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Thacher School DC Retirement Plan reports 201 participants - about 32% of that state average ($35M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$35M
Net Income-$8M
Employer EIN951642398
Plan Effective Date1935-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (The Thacher School)

$30M$35M$40M$45M 202220232024 $35.1M $43.2M ▲ +23.3%
Total plan assets by year, all The Thacher School plans on file
Year Plans Participants Total Assets
2022 1 201 $35M
2023 1 222 $41M
2024 1 137 $43M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The Thacher School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

The Thacher School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Thacher School D…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
The Thacher School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Thacher School DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Thacher School DC Retirement Plan assets move in 2022?
The Thacher School DC Retirement Plan declined sharply - down 18.6% during 2022, from $43M to $35M. Reported net income was -$8M.
How have The Thacher School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Thacher School's sponsor-wide assets grew 23.3%, from $35M to $43M.
Where does The Thacher School DC Retirement Plan rank by assets among Form 5500 filers?
The Thacher School DC Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Thacher School DC Retirement Plan?
Among Other plans in other states, the closest by assets is Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan in MO ($35M, 288 participants).

Next read for The Thacher School DC Retirement Plan

Filing takeaways

Ways to act on The Thacher School DC Retirement Plan's numbers.