Other · DOL Form 5500 · 2022

Curtis School Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
102
Participants Small participant base
82nd
Percentile by assets National rank
$283,990
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,741
in Educational Services (4,024 peers)
-13.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Curtis School Defined Contribution & Tax Deferred Annuity Plan's outsized position by total assets

Curtis School Defined Contribution & Tax Deferred Annuity Plan vs every filed plan by assets

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

$28,967,008 Top 18% higher than 82% 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

Curtis School Defined Contribution & Tax Deferred Annuity 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. Curtis School Defined Contribution & Tax Deferred Annuity Plan sits mid-pack in the medium band (102 participants).

DOL schedule card

Filing strip 510188298 · Curtis School PY 2022 · Other

Curtis School Defined Contribution & Tax Deferred Annuity Plan · $29M · 102 · 82nd

  • PCT $29M
  • EIN 102
  • RANK 82nd
  • PHOTO Other
  • IND near The Viscardi Center, Inc. Defined Contribution Plan
  • EOY ind #2741

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 →

Curtis School Defined Contribution & Tax Deferred Annuity Plan in the asset neighbourhood

The Viscardi Center, Inc. Defined Contribution PlanThe Viscardi Center, Inc. De…$29MCurtis School Defined Contribution & Tax Deferred Annuity PlanCurtis School Defined Contri…$29MLightwave Dental Retirement PlanLightwave Dental Retirement …$29MRocky Mountain Institute Tax Sheltered Annuity PlanRocky Mountain Institute Tax…$29MButler Medical Providers 403(b) Retirement PlanButler Medical Providers 403…$29M
End-of-year total assets ($M) among Curtis School Defined Contribution & Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$5M
Employer EIN510188298
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis School)

Sponsor-wide plan assets over time

All Curtis School plans reported in each filing year

Latest sponsor-wide plan assets
$34M 15.959011023851687% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29M $33.6M ▲ +15.9%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Curtis School Defined Contribution & Tax Deferred Annuity Plan, Total assets ($B): 0.028967008 · Participants: 102Curtis School Defined Contribution & Tax Deferred Annuity 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
Curtis School Defined Contribution & Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Curtis School Defined Contribution & Tax Deferred Annuity Plan side-by-side with 3 peers →

Curtis School Defined Contribution & Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Viscardi Center, Inc. Defined Contribution Plan in NY ($29M); by covered participants it is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Curtis School Defined Contribution & Tax Deferred Annuity Plan assets move in 2022? ▼
Curtis School Defined Contribution & Tax Deferred Annuity Plan pulled back noticeably - down 13.9% during 2022, from $34M to $29M. Reported net income was -$5M.
How have Curtis School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis School's sponsor-wide assets grew 16.0%, from $29M to $34M.
Where does Curtis School Defined Contribution & Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Curtis School Defined Contribution & Tax Deferred Annuity Plan ranks in the 82nd 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 Curtis School Defined Contribution & Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Viscardi Center, Inc. Defined Contribution Plan in NY ($29M, 267 participants).
Which Other plans cover a similar participant headcount to Curtis School Defined Contribution & Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants, $1M 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 510188298.

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.