Other · DOL Form 5500 · 2022
Curtis School Retirement Plan
Data updated 2026-08-11
- $29M
- Total assets
- 102
- Participants
- 82nd
- Percentile by assets
- $283,990
- Avg per participant
Official DOL plan name: Curtis School Defined Contribution & Tax Deferred Annuity Plan · Sponsored by Curtis School · California · Educational Services
$29M in assets, 102 participants
Curtis School's Curtis School Defined Contribution & Tax Deferred Annuity Plan reported $29M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #2,741 in Educational Services (4,024 peers)
Coverage in California
Curtis School Defined Contribution & Tax Deferred Annuity Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $29M.
- $29M
- total plan assets (2022 EOY)
- 102
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $283,990
- avg assets per participant
The plan reported a net loss of $5M 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. Curtis School Defined Contribution & Tax Deferred Annuity Plan reports 102 participants - about 16% of that state average ($29M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$5M |
| Employer EIN | 510188298 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Curtis School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $29M |
| 2023 | 1 | 103 | $32M |
| 2024 | 1 | 105 | $34M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Curtis School Defined Contribution & Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Curtis School Defined Contribution & Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Curtis School Defined Contribution & Tax…
Filing takeaways
Ways to act on Curtis School Defined Contribution & Tax Deferred Annuity Plan's numbers.
- By total assets, Curtis School Defined Contribution & Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Curtis School's sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Educational Services plans