Other · DOL Form 5500 · 2022

The Nueva School Retirement Plan

Data updated 2026-08-11

$27M
Total assets
230
Participants
81st
Percentile by assets
$116,842
Avg per participant
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Official DOL plan name: The Nueva School Defined Contribution Retirement Plan · Sponsored by The Nueva School · California · Educational Services

$27M in assets, 230 participants

The Nueva School's The Nueva School Defined Contribution Retirement Plan reported $27M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #2,684 in Educational Services (4,024 peers)

Coverage in California

The Nueva School Defined Contribution Retirement Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
230
covered participants
81st
percentile by assets (of 139,126 plans)
$116,842
avg assets per participant

Where The Nueva School Defined Contribution Retirement Plan sits by total assets

The Nueva School Defined Contribution Retirement Plan vs every filed plan by assets

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

$26,873,743 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Nueva School Defined Contribution Retirement Plan reports 230 participants - about 36% of that state average ($27M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN941633387
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nueva School)

$25M$30M$35M$40M$45M 202220232024 $26.9M $41M ▲ +52.5%
Total plan assets by year, all The Nueva School plans on file
Year Plans Participants Total Assets
2022 1 230 $27M
2023 1 267 $34M
2024 1 316 $41M

Nearby Other Plans in California

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

The Nueva School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Nueva School Def…, Total assets ($B): 0.026873743 · Participants: 230The Nueva School Def…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
The Nueva School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Nueva School Defined Contribution Re… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Nueva School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Nueva School Defined Contribution Retirement Plan assets move in 2022? ▼
The Nueva School Defined Contribution Retirement Plan grew sharply - up 22.5% during 2022, from $22M to $27M. Reported net income was $5M.
How have The Nueva School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nueva School's sponsor-wide assets grew 52.5%, from $27M to $41M.
Where does The Nueva School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Nueva School Defined Contribution Retirement Plan ranks in the 81st 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 Nueva School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northwestern Counseling and Support Services Tax Deferred Annuity in VT ($27M, 452 participants).

Next read for The Nueva School Defined Contribution Re…

Filing takeaways

Ways to act on The Nueva School Defined Contribution Retirement Plan's numbers.

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 941633387.

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.