Other · DOL Form 5500 · 2022
Walden School of California Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $74,835
- Avg per participant Below avg balance/head
Official DOL plan name: Walden School of California 403(b) DC Plan · Sponsored by Walden School of California · California · Educational Services
$4M in assets, 47 participants
Walden School of California's Walden School of California 403(b) DC Plan reported $4M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,214 in Educational Services (4,024 peers)
Walden School of California multi-year trail
Walden School of California's plans moved +23.2% in assets from 2022 to 2024; this filing shows Walden School of California 403(b) DC Plan at $4M / 47 participants.
- #1,214
- in Educational Services (4,024 peers)
- +14.1%
- assets growth YoY
Walden School of California 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Walden School of California 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,517,246 43rd percentile higher than 43% 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
Walden School of California 403(b) DC 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. Walden School of California 403(b) DC Plan is a small filing (47 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 952663177 · Walden School of California PY 2022 · Other
Walden School of California 403(b) DC Plan · $4M · 47 · 43rd
- NET $4M
- BOOK 47
- VS-ST 43rd
- BOY Other
- SCH near 403(b) Thrift Plan for Girl Scouts of Oregon and Southwest Washington, Inc.
- EBSA ind #1214
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 →
Walden School of California 403(b) DC Plan in the asset neighbourhood
Walden School of California multi-year asset trail
Sponsor-wide plan assets over time
All Walden School of California plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 23.209266568218432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $4M |
| 2023 | 1 | 48 | $4M |
| 2024 | 1 | 47 | $4M |
Walden School of California filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $435K |
| Employer EIN | 952663177 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
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
Walden School of California 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Girl Scouts of Oregon and Southwest Washington, Inc. in OR ($4M); by covered participants it is Section 403(b) Retirement Plan for Brooklyn Heights Montessori School in NY (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.
- Section 403(b) Retirement Plan for Brooklyn Heights Montessori School (NY) 47 · 0 off
- Institute for Supply Management 403(b) Tda Plan (AZ) 47 · 0 off
- Hamlin Robinson School Defined Contribution Retirement Plan (WA) 47 · 0 off
- National Center for Families Learning, Inc. Retirement Plan (KY) 46 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.