Other · DOL Form 5500 · 2022

The Berkeley School Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
64
Participants Small participant base
52nd
Percentile by assets National rank
$82,354
Avg per participant Below avg balance/head
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Official DOL plan name: Tbs Retirement Plan · Sponsored by The Berkeley School · California · Educational Services

$5M in assets, 64 participants

The Berkeley School's Tbs Retirement Plan reported $5M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,452 in Educational Services (4,024 peers)

2022 asset change

Tbs Retirement Plan grew at a solid clip 13.2% in 2022 ($5M → $5M) for 64 participants.

#1,452
in Educational Services (4,024 peers)
+13.2%
assets growth YoY

Tbs Retirement Plan's mid-pack asset rank among Educational Services and all filers

Tbs Retirement Plan vs every filed plan by assets

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

$5,270,639 Top 48% higher than 52% 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

Tbs 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. Tbs Retirement Plan is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 941571768 · The Berkeley School PY 2022 · Other

Tbs Retirement Plan · $5M · 64 · 52nd

  • IND $5M
  • IND 64
  • IND 52nd
  • IND Other
  • IND near 403(b) Delaware Guidance Services for Children & Youth, Inc
  • IND ind #1452

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 →

Tbs Retirement Plan in the asset neighbourhood

Edsel & Eleanor Ford House 403(b) PlanEdsel & Eleanor Ford House 4…$5MTbs Retirement Plan$5M403(b) Delaware Guidance Services for Children & Youth, Inc403(b) Delaware Guidance Ser…$5MCompass Tax Deferred Annuity PlanCompass Tax Deferred Annuity…$5MThe Centers for Habilitation 403(b) PlanThe Centers for Habilitation…$5M
End-of-year total assets ($M) among Tbs Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$617K
Employer EIN941571768
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Tbs Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Tbs Retirement Plan, Total assets ($B): 0.005270639 · Participants: 64Tbs 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
Tbs Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Tbs Retirement Plan side-by-side with 3 peers →

Tbs Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Delaware Guidance Services for Children & Youth, Inc in DE ($5M); by covered participants it is Community Program Centers of Long Island, Inc. 403(b) DC Plan in NY (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Tbs Retirement Plan assets move in 2022? ▼
Tbs Retirement Plan grew at a solid clip - up 13.2% during 2022, from $5M to $5M. Reported net income was $617K.
Which Other plans are similar in size to Tbs Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Delaware Guidance Services for Children & Youth, Inc in DE ($5M, 139 participants).
Which Other plans cover a similar participant headcount to Tbs Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Program Centers of Long Island, Inc. 403(b) DC Plan in NY (64 participants, $2M 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 941571768.

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.