Other · DOL Form 5500 · 2022

The Colburn School Retirement Plan

Data updated 2026-08-11

$28M
Total assets
294
Participants
82nd
Percentile by assets
$96,248
Avg per participant
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Official DOL plan name: The Colburn School Tda / DC Plan · Sponsored by The Colburn School · California · Educational Services

$28M in assets, 294 participants

The Colburn School's The Colburn School Tda / DC Plan reported $28M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #2,728 in Educational Services (4,024 peers)

Coverage in California

The Colburn School Tda / DC Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $28M.

$28M
total plan assets (2022 EOY)
294
covered participants
82nd
percentile by assets (of 139,126 plans)
$96,248
avg assets per participant

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Colburn School Tda / DC Plan reports 294 participants - about 47% of that state average ($28M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN952501387
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Colburn School)

$26M$28M$30M$32M$34M$36M 202220232024 $28.3M $34.1M ▲ +20.4%
Total plan assets by year, all The Colburn School plans on file
Year Plans Participants Total Assets
2022 1 294 $28M
2023 1 320 $30M
2024 1 333 $34M

Nearby Other Plans in California

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

The Colburn School Tda / DC Plan vs. nearby Other plans in California, assets vs. participants

The Colburn School Tda / DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Colburn School T…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
The Colburn School Tda / DC Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Colburn School Tda / DC Plan by total assets, not by location.

Frequently Asked Questions

How did The Colburn School Tda / DC Plan assets move in 2022?
The Colburn School Tda / DC Plan grew at a solid clip - up 11.4% during 2022, from $25M to $28M. Reported net income was $3M.
How have The Colburn School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Colburn School's sponsor-wide assets grew 20.4%, from $28M to $34M.
Where does The Colburn School Tda / DC Plan rank by assets among Form 5500 filers?
The Colburn School Tda / DC Plan ranks in the 82nd 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 The Colburn School Tda / DC Plan?
Among Other plans in other states, the closest by assets is Qlarant 403(b) Plan in MD ($28M, 537 participants).

Next read for The Colburn School Tda / DC Plan

Filing takeaways

Ways to act on The Colburn School Tda / DC Plan's numbers.