Other · DOL Form 5500 · 2022

The Pegasus School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
109
Participants Small participant base
79th
Percentile by assets National rank
$206,141
Avg per participant Above avg balance/head
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Official DOL plan name: The Pegasus School DC Retirement Plan · Sponsored by The Pegasus School · California · Educational Services

$22M in assets, 109 participants

The Pegasus School's The Pegasus School DC Retirement Plan reported $22M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,557 in Educational Services (4,024 peers)

Coverage in California

The Pegasus School DC Retirement Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $22M.

#2,557
in Educational Services (4,024 peers)
+14.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$22,469,410 Top 21% higher than 79% 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 Pegasus 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 Pegasus School DC Retirement Plan sits mid-pack in the medium band (109 participants).

Plan-year Form 5500 strip

Filing strip 330162184 · The Pegasus School PY 2022 · Other

The Pegasus School DC Retirement Plan · $22M · 109 · 79th

  • ASSETS $22M
  • ASSETS 109
  • ASSETS 79th
  • ASSETS Other
  • ASSETS near Safe Horizon 403(b) Retirement Savings Plan
  • ASSETS ind #2557

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 Pegasus School DC Retirement Plan in the asset neighbourhood

Watkinson School 403(b) Retirement PlanWatkinson School 403(b) Reti…$23MTiaa-Cref Annuity Plan for the Faculty and the Administration of Athens AcademyTiaa-Cref Annuity Plan for t…$22MThe Pegasus School DC Retirement PlanThe Pegasus School DC Retire…$22MSafe Horizon 403(b) Retirement Savings PlanSafe Horizon 403(b) Retireme…$22MThe Montgomery Academy Retirement PlanThe Montgomery Academy Retir…$22M
End-of-year total assets ($M) among The Pegasus School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN330162184
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pegasus School)

Sponsor-wide plan assets over time

All The Pegasus School plans reported in each filing year

Latest sponsor-wide plan assets
$30M 33.31753259208853% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $30M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 109 $22M
2023 1 122 $27M
2024 1 123 $30M

Nearby Other Plans in California

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

The Pegasus School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Pegasus School DC Retirement Plan, Total assets ($B): 0.02246941 · Participants: 109The Pegasus 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 Pegasus School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Outside California, the nearest Other by assets is Safe Horizon 403(b) Retirement Savings Plan in NY ($22M); by covered participants it is Dollar Energy Fund, Inc. 403(b) Plan in PA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Pegasus School DC Retirement Plan assets move in 2022? ▼
The Pegasus School DC Retirement Plan grew at a solid clip - up 14.1% during 2022, from $20M to $22M. Reported net income was $3M.
How have The Pegasus School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pegasus School's sponsor-wide assets grew 33.3%, from $22M to $30M.
Where does The Pegasus School DC Retirement Plan rank by assets among Form 5500 filers? ▼
The Pegasus School DC Retirement Plan ranks in the 79th 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 Pegasus School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Safe Horizon 403(b) Retirement Savings Plan in NY ($22M, 786 participants).
Which Other plans cover a similar participant headcount to The Pegasus School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dollar Energy Fund, Inc. 403(b) Plan in PA (109 participants, $5M in assets).