Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

PACIFIC RIDGE SCHOOL 403(B) DC PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PACIFIC RIDGE SCHOOL

This Profit Sharing plan holds $19M in total assets and serves 125 participants as of 2022. It is sponsored by PACIFIC RIDGE SCHOOL in California. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$19M
Participants
125
State
Industry
Educational Services

What the Filing Says About PACIFIC RIDGE SCHOOL 403(B) DC PLAN

PACIFIC RIDGE SCHOOL 403(B) DC PLAN is a Profit Sharing retirement plan sponsored by PACIFIC RIDGE SCHOOL, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 125 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 861061606, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2022 to $19M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $19M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN861061606
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFIC RIDGE SCHOOL)

Year Plans Participants Total Assets
2022 1 125 $19M
2023 1 138 $22M
2024 1 138 $26M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PACIFIC RIDGE SCHOOL 403(B) DC PLAN?
As of the 2022 Form 5500 filing, PACIFIC RIDGE SCHOOL 403(B) DC PLAN holds $19M in total assets with 125 participants. It is sponsored by PACIFIC RIDGE SCHOOL.
What type of plan is PACIFIC RIDGE SCHOOL 403(B) DC PLAN?
PACIFIC RIDGE SCHOOL 403(B) DC PLAN is a Profit Sharing plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 861061606.
Who sponsors the PACIFIC RIDGE SCHOOL 403(B) DC PLAN?
PACIFIC RIDGE SCHOOL 403(B) DC PLAN is sponsored by PACIFIC RIDGE SCHOOL, located in California. The sponsor's EIN is 861061606 and the plan operates in the Educational Services industry.
How did PACIFIC RIDGE SCHOOL 403(B) DC PLAN perform in 2022?
PACIFIC RIDGE SCHOOL 403(B) DC PLAN grew by 14.2% during 2022, moving from $17M to $19M in total assets. Net income was $2M.
Where can I find official filings for PACIFIC RIDGE SCHOOL 403(B) DC PLAN?
Official Form 5500 filings for PACIFIC RIDGE SCHOOL 403(B) DC PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 861061606 or plan name at efast.dol.gov.
How does PACIFIC RIDGE SCHOOL 403(B) DC PLAN compare to other plans?
You can compare PACIFIC RIDGE SCHOOL 403(B) DC PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 861061606.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.