Other · DOL Form 5500 · 2022
Sage Hill School Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $169,638
- Avg per participant Above avg balance/head
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.
- #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.
- #2,442
- in Educational Services (4,024 peers)
- -15.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Sage Hill School Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sage Hill 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. Sage Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (116 participants).
Published 5500 schedule card
Filing strip 330729698 · Sage Hill School PY 2022 · Other
Sage Hill School Defined Contribution Retirement Plan · $20M · 116 · 77th
- 5500 $20M
- 5500 116
- 5500 77th
- 5500 Other
- 5500 near Skillpath Retirement Savings Plan
- 5500 ind #2442
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 →
Sage Hill School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 330729698 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sage Hill School)
Sponsor-wide plan assets over time
All Sage Hill School plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 47.47483109352807% vs 2022
- 2024 filing year
| 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.
- 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
Sage Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Skillpath Retirement Savings Plan in KS ($20M); by covered participants it is Kuumba Community Health & Wellness Center, Inc. in VA (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Skillpath Retirement Savings Plan (KS) $20M · 41
- The Legal Aid Society of Cleveland Retirement Savings Plan (OH) $20M · 114
- Children's Home of Cincinnati 403(b) Plan (OH) $20M · 524
- Rhd Investors Choice 403(b) Plan (PA) $20M · 3,608
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Kuumba Community Health & Wellness Center, Inc. (VA) 116 · 0 off
- Capitol View Transitional Care Center Savings Plan (MN) 116 · 0 off
- Jackson Medical Mall Foundation 403(b) Plan (MS) 116 · 0 off
- Ethos Retirement Plan (MA) 116 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.