Other · DOL Form 5500 · 2022

The Thacher School Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
201
Participants Below avg headcount
85th
Percentile by assets National rank
$174,422
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,876
in Educational Services (4,024 peers)
-18.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

The Thacher School DC Retirement Plan's outsized position by total assets

The Thacher School DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$35,058,842 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Thacher School DC 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. The Thacher School DC Retirement Plan sits mid-pack in the medium band (201 participants).

Plan-year Form 5500 strip

Filing strip 951642398 · The Thacher School PY 2022 · Other

The Thacher School DC Retirement Plan · $35M · 201 · 85th

  • EIN $35M
  • EIN 201
  • EIN 85th
  • EIN Other
  • EIN near Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan
  • EIN ind #2876

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 →

The Thacher School DC Retirement Plan in the asset neighbourhood

Trinity Christian College Tax Deferred Annuity and Contribution PlanTrinity Christian College Ta…$35MGraland Country Day School Retirement PlanGraland Country Day School R…$35MCentral Methodist University DC Retirement Plan and Tax Deferred Annuity PlanCentral Methodist University…$35MThe Thacher School DC Retirement PlanThe Thacher School DC Retire…$35MGreenpath, Inc. 403(b) Retirement PlanGreenpath, Inc. 403(b) Retir…$35M
End-of-year total assets ($M) among The Thacher School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Thacher School plans reported in each filing year

Latest sponsor-wide plan assets
$43M 23.27195518893636% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.1M $43.2M ▲ +23.3%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Thacher School DC Retirement Plan, Total assets ($B): 0.035058842 · Participants: 201The Thacher School DC Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
The Thacher School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Thacher School DC Retirement Plan side-by-side with 3 peers →

The Thacher School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan in MO ($35M); by covered participants it is Greek American Health Services Foundation 403(b) in IL (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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.

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).
Which Other plans cover a similar participant headcount to The Thacher School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Greek American Health Services Foundation 403(b) in IL (201 participants, $950K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951642398.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.