Other · DOL Form 5500 · 2022

ACHIEVEKIDS Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
85
Participants Small participant base
58th
Percentile by assets National rank
$83,013
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Achievekids · Sponsored by ACHIEVEKIDS · California · Educational Services

$7M in assets, 85 participants

ACHIEVEKIDS's 403(b) Thrift Plan of Achievekids reported $7M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,658 in Educational Services (4,024 peers)

ACHIEVEKIDS multi-year trail

ACHIEVEKIDS's plans moved +19.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Achievekids at $7M / 85 participants.

#1,658
in Educational Services (4,024 peers)
+10.9%
assets growth YoY

403(b) Thrift Plan of Achievekids's mid-pack asset rank among Educational Services and all filers

403(b) Thrift Plan of Achievekids vs every filed plan by assets

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

$7,056,104 Top 42% higher than 58% 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

403(b) Thrift Plan of Achievekids among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Achievekids is a small filing (85 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 770412221 · ACHIEVEKIDS PY 2022 · Other

403(b) Thrift Plan of Achievekids · $7M · 85 · 58th

  • TYPE $7M
  • TYPE 85
  • TYPE 58th
  • TYPE Other
  • TYPE near The Equity Project Charter School 403(b)Deferred Compensation Plan
  • TYPE ind #1658

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 →

403(b) Thrift Plan of Achievekids in the asset neighbourhood

403(b) Thrift Plan of Achievekids403(b) Thrift Plan of Achiev…$7M403(b) Thrift Plan for Employees of the Village Family Service Center403(b) Thrift Plan for Emplo…$7MThe Equity Project Charter School 403(b)Deferred Compensation PlanThe Equity Project Charter S…$7MEmployee Benefit Plan of Stone Belt Arc, Inc.Employee Benefit Plan of Sto…$7MCareconnect Health 403(b) Tax-Deferred Annuity PlanCareconnect Health 403(b) Ta…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Achievekids and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

ACHIEVEKIDS multi-year asset trail

Sponsor-wide plan assets over time

All ACHIEVEKIDS plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.224220618063452% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.06M $8.41M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 85 $7M
2023 1 117 $8M
2024 1 151 $8M

ACHIEVEKIDS filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$691K
Employer EIN770412221
Plan Effective Date1980-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

403(b) Thrift Plan of Achievekids vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Achievekids, Total assets ($B): 0.007056104 · Participants: 85403(b) Thrift Plan of AchievekidsStanford 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
403(b) Thrift Plan of Achievekids vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Achievekids side-by-side with 3 peers →

403(b) Thrift Plan of Achievekids's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Equity Project Charter School 403(b)Deferred Compensation Plan in NY ($7M); by covered participants it is Tarc 403b Retirement Plan in LA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 403(b) Thrift Plan of Achievekids assets move in 2022? ▼
403(b) Thrift Plan of Achievekids grew at a solid clip - up 10.9% during 2022, from $6M to $7M. Reported net income was $691K.
How have ACHIEVEKIDS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ACHIEVEKIDS's sponsor-wide assets grew 19.2%, from $7M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan of Achievekids? ▼
Among Other plans in other states, the closest by assets is The Equity Project Charter School 403(b)Deferred Compensation Plan in NY ($7M, 114 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Achievekids? ▼
Among Other plans in other states, the closest by covered participants is Tarc 403b Retirement Plan in LA (85 participants, $4M 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 770412221.

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.