Other · DOL Form 5500 · 2022

Marlborough School Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
131
Participants Small participant base
88th
Percentile by assets National rank
$388,605
Avg per participant High balance/head
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Official DOL plan name: Marlborough School Defined Contribution Retirement Plan · Sponsored by Marlborough School · California · Educational Services

$51M in assets, 131 participants

Marlborough School's Marlborough School Defined Contribution Retirement Plan reported $51M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,138 in Educational Services (4,024 peers)

Coverage in California

Marlborough School Defined Contribution Retirement Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $51M.

#3,138
in Educational Services (4,024 peers)
+15.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Marlborough School Defined Contribution Retirement Plan's outsized position by total assets

Marlborough School Defined Contribution Retirement Plan vs every filed plan by assets

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

$50,907,190 Top 12% higher than 88% 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

Marlborough 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. Marlborough School Defined Contribution Retirement Plan sits mid-pack in the medium band (131 participants).

DOL schedule card

Filing strip 952816435 · Marlborough School PY 2022 · Other

Marlborough School Defined Contribution Retirement Plan · $51M · 131 · 88th

  • BOOK $51M
  • BOOK 131
  • BOOK 88th
  • BOOK Other
  • BOOK near Gift of Life Donor Program 403(b) Plan
  • BOOK ind #3138

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 →

Marlborough School Defined Contribution Retirement Plan in the asset neighbourhood

Shady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$51MMarlborough School Defined Contribution Retirement PlanMarlborough School Defined C…$51MGift of Life Donor Program 403(b) PlanGift of Life Donor Program 4…$51MOregon Episcopal School Defined Contribution Retirement PlanOregon Episcopal School Defi…$51MJohn Brown University Pension PlanJohn Brown University Pensio…$51M
End-of-year total assets ($M) among Marlborough School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$51M
Net Income$7M
Employer EIN952816435
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marlborough School)

Sponsor-wide plan assets over time

All Marlborough School plans reported in each filing year

Latest sponsor-wide plan assets
$64M 26.382149554905705% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.9M $64.3M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 131 $51M
2023 1 133 $60M
2024 1 146 $64M

Nearby Other Plans in California

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

Marlborough School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Marlborough School Defined Contribution Retirement Plan, Total assets ($B): 0.05090719 · Participants: 131Marlborough School Defined Contribution 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
Marlborough School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Marlborough School Defined Contribution Retirement Plan side-by-side with 3 peers →

Marlborough School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Gift of Life Donor Program 403(b) Plan in PA ($51M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Marlborough School Defined Contribution Retirement Plan assets move in 2022? ▼
Marlborough School Defined Contribution Retirement Plan grew sharply - up 15.5% during 2022, from $44M to $51M. Reported net income was $7M.
How have Marlborough School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marlborough School's sponsor-wide assets grew 26.4%, from $51M to $64M.
Where does Marlborough School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Marlborough School Defined Contribution Retirement Plan ranks in the 88th 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 Marlborough School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Gift of Life Donor Program 403(b) Plan in PA ($51M, 290 participants).
Which Other plans cover a similar participant headcount to Marlborough School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants, $27M 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 952816435.

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.