Other · DOL Form 5500 · 2022

The Colburn School Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
294
Participants Below avg headcount
82nd
Percentile by assets National rank
$96,248
Avg per participant Below avg balance/head
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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.

  • #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.

#2,728
in Educational Services (4,024 peers)
+11.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Colburn School Tda / DC Plan's outsized position by total assets

The Colburn School Tda / DC Plan vs every filed plan by assets

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

$28,296,997 Top 18% higher than 82% 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

The Colburn School Tda / DC 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. The Colburn School Tda / DC Plan sits mid-pack in the medium band (294 participants).

EBSA filing schedule strip

Filing strip 952501387 · The Colburn School PY 2022 · Other

The Colburn School Tda / DC Plan · $28M · 294 · 82nd

  • SCH $28M
  • SCH 294
  • SCH 82nd
  • SCH Other
  • SCH near Qlarant 403(b) Plan
  • SCH ind #2728

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 →

The Colburn School Tda / DC Plan in the asset neighbourhood

University of Hawaii Foundation 403(b) PlanUniversity of Hawaii Foundat…$28MSalisbury School DC Retirement PlanSalisbury School DC Retireme…$28MThe Colburn School Tda / DC PlanThe Colburn School Tda / DC …$28MQlarant 403(b) Plan$28MSewickley Academy DC Plan$28M
End-of-year total assets ($M) among The Colburn School Tda / DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Colburn School plans reported in each filing year

Latest sponsor-wide plan assets
$34M 20.354039688381068% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.3M $34.1M ▲ +20.4%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Colburn School Tda / DC Plan, Total assets ($B): 0.028296997 · Participants: 294The Colburn School Tda / DC 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
The Colburn School Tda / DC Plan vs. nearby Other plans in California, assets vs. participants
Compare The Colburn School Tda / DC Plan side-by-side with 3 peers →

The Colburn School Tda / DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Qlarant 403(b) Plan in MD ($28M); by covered participants it is Royal Oaks 403b Plan in AZ (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (294 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 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).
Which Other plans cover a similar participant headcount to The Colburn School Tda / DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Royal Oaks 403b Plan in AZ (294 participants, $8M 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 952501387.

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.