Other · DOL Form 5500 · 2022
The Nueva School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 230
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $116,842
- Avg per participant Below avg balance/head
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.
- #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.
- #2,684
- in Educational Services (4,024 peers)
- +22.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Nueva School Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Nueva School Defined Contribution 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 Nueva School Defined Contribution Retirement Plan sits mid-pack in the medium band (230 participants).
DOL schedule card
Filing strip 941633387 · The Nueva School PY 2022 · Other
The Nueva School Defined Contribution Retirement Plan · $27M · 230 · 81st
- PHOTO $27M
- PHOTO 230
- PHOTO 81st
- PHOTO Other
- PHOTO near Northwestern Counseling and Support Services Tax Deferred Annuity
- PHOTO ind #2684
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 Nueva School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $5M |
| Employer EIN | 941633387 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Nueva School)
Sponsor-wide plan assets over time
All The Nueva School plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 52.51109605386939% vs 2022
- 2024 filing year
| 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.
- 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
The Nueva School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Northwestern Counseling and Support Services Tax Deferred Annuity in VT ($27M); by covered participants it is Easter Seals Southern Georgia 403b) Retirement in GA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Northwestern Counseling and Support Services Tax Deferred Annuity (VT) $27M · 452
- Briar Cliff University 403(b) DC Plan (IA) $27M · 169
- The Art Institute of Chicago Retirement Savings Plan (IL) $27M · 207
- Chicago Symphony Orchestra Association 403(b) Plan for Administrative Employees (IL) $27M · 127
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Easter Seals Southern Georgia 403b) Retirement (GA) 230 · 0 off
- Suffield Academy 403(b) Retirement Plan (CT) 230 · 0 off
- Ardmore Enterprises, Inc. 403(b) Pension Plan (MD) 230 · 0 off
- Ravenscroft School Retirement Plan (NC) 230 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.