Other · DOL Form 5500 · 2022
New Roads School Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $70,234
- Avg per participant Below avg balance/head
Official DOL plan name: New Roads School 403(b) Plan · Sponsored by New Roads School · California · Educational Services
$9M in assets, 123 participants
New Roads School's New Roads School 403(b) Plan reported $9M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,815 in Educational Services (4,024 peers)
Coverage in California
New Roads School 403(b) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $9M.
- #1,815
- in Educational Services (4,024 peers)
- +17.1%
- assets growth YoY
New Roads School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
New Roads School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,638,794 Top 38% higher than 62% 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
New Roads School 403(b) 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. New Roads School 403(b) Plan sits mid-pack in the medium band (123 participants).
Plan-year Form 5500 strip
Filing strip 954823489 · New Roads School PY 2022 · Other
New Roads School 403(b) Plan · $9M · 123 · 62nd
- SCH $9M
- SCH 123
- SCH 62nd
- SCH Other
- SCH near American School for the Deaf Section 403(b) Retirement Plan
- SCH ind #1815
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 →
New Roads School 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 954823489 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Roads School)
Sponsor-wide plan assets over time
All New Roads School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 38.178268864843865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $9M |
| 2023 | 1 | 181 | $10M |
| 2024 | 1 | 178 | $12M |
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
New Roads School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is American School for the Deaf Section 403(b) Retirement Plan in CT ($9M); by covered participants it is Lawrence Academy Retirement Plan in MA (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Lawrence Academy Retirement Plan (MA) 123 · 0 off
- Epsi 403(b) Plan (TX) 123 · 0 off
- Medic Ems Retirement Plan (IA) 123 · 0 off
- Greater Erie Community Action Committee Tax Deferred Annuity Program (PA) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.