Other · DOL Form 5500 · 2022
Santa Catalina School Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 152
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $241,774
- Avg per participant Above avg balance/head
Official DOL plan name: Santa Catalina School DC Plan Retirement Plan · Sponsored by Santa Catalina School · California · Educational Services
$37M in assets, 152 participants
Santa Catalina School's Santa Catalina School DC Plan Retirement Plan reported $37M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,918 in Educational Services (4,024 peers)
Coverage in California
Santa Catalina School DC Plan Retirement Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $37M.
- #2,918
- in Educational Services (4,024 peers)
- +10.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Santa Catalina School DC Plan Retirement Plan's outsized position by total assets
Santa Catalina School DC Plan Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$36,749,700 Top 15% higher than 85% 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
Santa Catalina School DC Plan 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. Santa Catalina School DC Plan Retirement Plan sits mid-pack in the medium band (152 participants).
DOL schedule card
Filing strip 941156652 · Santa Catalina School PY 2022 · Other
Santa Catalina School DC Plan Retirement Plan · $37M · 152 · 85th
- BOOK $37M
- BOOK 152
- BOOK 85th
- BOOK Other
- BOOK near Burke Rehabilitation Hospital 403(b) Plan
- BOOK ind #2918
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 →
Santa Catalina School DC Plan Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 941156652 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Catalina School)
Sponsor-wide plan assets over time
All Santa Catalina School plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 18.81708694220633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $37M |
| 2023 | 1 | 133 | $42M |
| 2024 | 1 | 124 | $44M |
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
Santa Catalina School DC Plan Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Burke Rehabilitation Hospital 403(b) Plan in NY ($37M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Burke Rehabilitation Hospital 403(b) Plan (NY) $37M · 1,213
- Special People in Northeast, Inc. 403(b) Plan (PA) $37M · 1,102
- Shore Medical Center 403(b) Plan (NJ) $37M · 459
- Retirement Plan for Employees of New England Donor Services, Inc. (MA) $37M · 233
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan (GA) 152 · 0 off
- Section 403(b) Retirement Plan for Amida Care, Inc. (NY) 152 · 0 off
- Ardmore, Inc. Employees Retirement Plan (OH) 152 · 0 off
- Jewish Community Center in Manhattan 403(b) Defined Contribution Plan (NY) 152 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.