Other · DOL Form 5500 · 2022

Sage Hill School Retirement Plan

Data updated 2026-08-11

$20M
Total assets
116
Participants
77th
Percentile by assets
$169,638
Avg per participant
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Official DOL plan name: Sage Hill School Defined Contribution Retirement Plan · Sponsored by Sage Hill School · California · Educational Services

$20M in assets, 116 participants

Sage Hill School's Sage Hill School Defined Contribution Retirement Plan reported $20M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #2,442 in Educational Services (4,024 peers)

Coverage in California

Sage Hill School Defined Contribution Retirement Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $20M.

$20M
total plan assets (2022 EOY)
116
covered participants
77th
percentile by assets (of 139,126 plans)
$169,638
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sage Hill School Defined Contribution Retirement Plan sits by total assets

Sage Hill School Defined Contribution Retirement Plan vs every filed plan by assets

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

$19,678,050 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Sage Hill School Defined Contribution Retirement Plan reports 116 participants - about 18% of that state average ($20M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$4M
Employer EIN330729698
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Hill School)

$15M$20M$25M$30M 202220232024 $19.7M $29M ▲ +47.5%
Total plan assets by year, all Sage Hill School plans on file
Year Plans Participants Total Assets
2022 1 116 $20M
2023 1 115 $25M
2024 1 118 $29M

Nearby Other Plans in California

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

Sage Hill School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Sage Hill School Def…, Total assets ($B): 0.01967805 · Participants: 116Sage Hill School Def…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Sage Hill School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sage Hill School Defined Contribution Re… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sage Hill School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Sage Hill School Defined Contribution Retirement Plan assets move in 2022? ▼
Sage Hill School Defined Contribution Retirement Plan declined sharply - down 15.1% during 2022, from $23M to $20M. Reported net income was -$4M.
How have Sage Hill School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hill School's sponsor-wide assets grew 47.5%, from $20M to $29M.
Where does Sage Hill School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Sage Hill School Defined Contribution Retirement Plan ranks in the 77th 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 Sage Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Skillpath Retirement Savings Plan in KS ($20M, 41 participants).

Next read for Sage Hill School Defined Contribution Re…

Filing takeaways

Ways to act on Sage Hill School Defined Contribution Retirement Plan's numbers.

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 330729698.

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.