Other · DOL Form 5500 · 2022

Army and Navy Academy Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
143
Participants Small participant base
54th
Percentile by assets National rank
$41,934
Avg per participant Low balance/head
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Official DOL plan name: Army and Navy Academy Retirement Plan · Sponsored by Army and Navy Academy · California · Educational Services

$6M in assets, 143 participants

Army and Navy Academy's Army and Navy Academy Retirement Plan reported $6M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,550 in Educational Services (4,024 peers)

Coverage in California

Army and Navy Academy Retirement Plan covers 143 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,550
in Educational Services (4,024 peers)
+17.0%
assets growth YoY

Army and Navy Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Army and Navy Academy Retirement Plan vs every filed plan by assets

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

$5,996,615 Top 46% higher than 54% 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

Army and Navy Academy 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. Army and Navy Academy Retirement Plan sits mid-pack in the medium band (143 participants).

Plan-year Form 5500 strip

Filing strip 951184512 · Army and Navy Academy PY 2022 · Other

Army and Navy Academy Retirement Plan · $6M · 143 · 54th

  • EOY $6M
  • EOY 143
  • EOY 54th
  • EOY Other
  • EOY near St Luke Lutheran Home for the Aging Employee Retirement Plan
  • EOY ind #1550

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 →

Army and Navy Academy Retirement Plan in the asset neighbourhood

Army and Navy Academy Retirement PlanArmy and Navy Academy Retire…$6MSt Luke Lutheran Home for the Aging Employee Retirement PlanSt Luke Lutheran Home for th…$6MSterling Area Health Center 403bSterling Area Health Center …$6MHuntington Theatre Company Inc. Retirement PlanHuntington Theatre Company I…$6MLawyers Committee for Civil Rights Under Law 403(b) PlanLawyers Committee for Civil …$6M
End-of-year total assets ($M) among Army and Navy Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$871K
Employer EIN951184512
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Army and Navy Academy)

Sponsor-wide plan assets over time

All Army and Navy Academy plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.3090285102512% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $6M $6.31M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 143 $6M
2023 1 140 $6M
2024 1 150 $6M

Nearby Other Plans in California

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

Army and Navy Academy Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Army and Navy Academy Retirement Plan, Total assets ($B): 0.005996615 · Participants: 143Army and Navy Academy 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
Army and Navy Academy Retirement Plan vs. nearby Other plans in California, assets vs. participants

Army and Navy Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is St Luke Lutheran Home for the Aging Employee Retirement Plan in OH ($6M); by covered participants it is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Army and Navy Academy Retirement Plan assets move in 2022?
Army and Navy Academy Retirement Plan grew sharply - up 17.0% during 2022, from $5M to $6M. Reported net income was $871K.
How have Army and Navy Academy plan assets changed over time?
Across 3 plan years on file (2022-2024), Army and Navy Academy's sponsor-wide assets grew 5.3%, from $6M to $6M.
Which Other plans are similar in size to Army and Navy Academy Retirement Plan?
Among Other plans in other states, the closest by assets is St Luke Lutheran Home for the Aging Employee Retirement Plan in OH ($6M, 233 participants).
Which Other plans cover a similar participant headcount to Army and Navy Academy Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants, $3M in assets).