Other · DOL Form 5500 · 2022

Sonoma Academy Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
87
Participants Small participant base
72nd
Percentile by assets National rank
$170,153
Avg per participant Above avg balance/head
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Official DOL plan name: Sonoma Academy Defined Contribution Retirement Plan · Sponsored by Sonoma Academy · California · Educational Services

$15M in assets, 87 participants

Sonoma Academy's Sonoma Academy Defined Contribution Retirement Plan reported $15M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,205 in Educational Services (4,024 peers)

Sonoma Academy multi-year trail

Sonoma Academy's plans moved +30.7% in assets from 2022 to 2024; this filing shows Sonoma Academy Defined Contribution Retirement Plan at $15M / 87 participants.

#2,205
in Educational Services (4,024 peers)
+22.2%
assets growth YoY

Sonoma Academy Defined Contribution Retirement Plan's outsized position by total assets

Sonoma Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$14,803,270 Top 28% higher than 72% 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

Sonoma Academy Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sonoma Academy Defined Contribution Retirement Plan is a small filing (87 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 943343174 · Sonoma Academy PY 2022 · Other

Sonoma Academy Defined Contribution Retirement Plan · $15M · 87 · 72nd

  • IND $15M
  • IND 87
  • IND 72nd
  • IND Other
  • IND near Winterthur Employee Retirement Plan
  • IND ind #2205

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 →

Sonoma Academy Defined Contribution Retirement Plan in the asset neighbourhood

Atlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)Atlanta Legal Aid Society 40…$15MWinterthur Employee Retirement PlanWinterthur Employee Retireme…$15MSonoma Academy Defined Contribution Retirement PlanSonoma Academy Defined Contr…$15MProvidence Country Day School Defined Contribution Retirement PlanProvidence Country Day Schoo…$15MEmployee Benefit Plan of Spectrum Health Systems, Inc.Employee Benefit Plan of Spe…$15M
End-of-year total assets ($M) among Sonoma Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Sonoma Academy multi-year asset trail

Sponsor-wide plan assets over time

All Sonoma Academy plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.7436600156587% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $19.4M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 87 $15M
2023 1 88 $18M
2024 1 104 $19M

Sonoma Academy filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN943343174
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Sonoma Academy Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Sonoma Academy Defined Contribution Retirement Plan, Total assets ($B): 0.01480327 · Participants: 87Sonoma Academy 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
Sonoma Academy Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sonoma Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Winterthur Employee Retirement Plan in DE ($15M); by covered participants it is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Sonoma Academy Defined Contribution Retirement Plan assets move in 2022? ▼
Sonoma Academy Defined Contribution Retirement Plan grew sharply - up 22.2% during 2022, from $12M to $15M. Reported net income was $3M.
How have Sonoma Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonoma Academy's sponsor-wide assets grew 30.7%, from $15M to $19M.
Which Other plans are similar in size to Sonoma Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Winterthur Employee Retirement Plan in DE ($15M, 266 participants).
Which Other plans cover a similar participant headcount to Sonoma Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (87 participants, $3M 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 943343174.

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.