Other · DOL Form 5500 · 2022

The Trust for Public Land Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
311
Participants Below avg headcount
90th
Percentile by assets National rank
$221,433
Avg per participant Above avg balance/head
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Official DOL plan name: The Trust for Public Land Tax-Deferred Retirement Plan · Sponsored by The Trust for Public Land · California · Other Services

$69M in assets, 311 participants

The Trust for Public Land's The Trust for Public Land Tax-Deferred Retirement Plan reported $69M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,070 in Other Services (8,398 peers)

Coverage in California

The Trust for Public Land Tax-Deferred Retirement Plan covers 311 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $69M.

#8,070
in Other Services (8,398 peers)
-16.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Trust for Public Land Tax-Deferred Retirement Plan's outsized position by total assets

The Trust for Public Land Tax-Deferred Retirement Plan vs every filed plan by assets

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

$68,865,662 Top 10% higher than 90% 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

The Trust for Public Land Tax-Deferred 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 Trust for Public Land Tax-Deferred Retirement Plan sits mid-pack in the medium band (311 participants).

Form 5500 schedule snapshot

Filing strip 237222333 · The Trust for Public Land PY 2022 · Other

The Trust for Public Land Tax-Deferred Retirement Plan · $69M · 311 · 90th

  • IND $69M
  • IND 311
  • IND 90th
  • IND Other
  • IND near Morehouse College Defined Contribution Plan
  • IND ind #8070

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 Other Services retirement plans → · Plans in California →

The Trust for Public Land Tax-Deferred Retirement Plan in the asset neighbourhood

The Kinkaid School 403(b) PlanThe Kinkaid School 403(b) Pl…$69MCommonwealth Health Corporation 403(b) PlanCommonwealth Health Corporat…$69MJacksonville University Defined Contribution Retirement PlanJacksonville University Defi…$69MThe Trust for Public Land Tax-Deferred Retirement PlanThe Trust for Public Land Ta…$69MMorehouse College Defined Contribution PlanMorehouse College Defined Co…$69M
End-of-year total assets ($M) among The Trust for Public Land Tax-Deferred Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$69M
Net Income-$13M
Employer EIN237222333
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Trust for Public Land)

Sponsor-wide plan assets over time

All The Trust for Public Land plans reported in each filing year

Latest sponsor-wide plan assets
$95M 38.52462784718457% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.9M $95.4M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 311 $69M
2023 1 340 $81M
2024 1 364 $95M

Nearby Other Plans in California

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

The Trust for Public Land Tax-Deferred Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Trust for Public Land Tax-Deferred Retirement Plan, Total assets ($B): 0.068865662 · Participants: 311The Trust for Public Land Tax-Deferred 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
The Trust for Public Land Tax-Deferred Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Trust for Public Land Tax-Deferred Retirement Plan side-by-side with 3 peers →

The Trust for Public Land Tax-Deferred Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Morehouse College Defined Contribution Plan in GA ($69M); by covered participants it is Community Action Partnership of Ramsey and Washington Counties Tax Sheltered Investment Program 403(b) Plan in MN (311 participants). Same-state nearby plans are listed separately above.

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 The Trust for Public Land Tax-Deferred Retirement Plan assets move in 2022? ▼
The Trust for Public Land Tax-Deferred Retirement Plan declined sharply - down 16.3% during 2022, from $82M to $69M. Reported net income was -$13M.
How have The Trust for Public Land plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Trust for Public Land's sponsor-wide assets grew 38.5%, from $69M to $95M.
Where does The Trust for Public Land Tax-Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
The Trust for Public Land Tax-Deferred Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Trust for Public Land Tax-Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Morehouse College Defined Contribution Plan in GA ($69M, 656 participants).
Which Other plans cover a similar participant headcount to The Trust for Public Land Tax-Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action Partnership of Ramsey and Washington Counties Tax Sheltered Investment Program 403(b) Plan in MN (311 participants, $12M in assets).

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 237222333.

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.