Other · DOL Form 5500 · 2022

Prospect Sierra School Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
99
Participants Small participant base
76th
Percentile by assets National rank
$181,707
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Prospect Sierra School Defined Contribution Retirement Plan · Sponsored by Prospect Sierra School · California · Educational Services

$18M in assets, 99 participants

Prospect Sierra School's Prospect Sierra School Defined Contribution Retirement Plan reported $18M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,367 in Educational Services (4,024 peers)

Where Prospect Sierra School Defined Contribution Retirement Plan sits by assets

Prospect Sierra School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 99 participants (~$181,707/participant), up 9.6% in 2022.

#2,367
in Educational Services (4,024 peers)
+9.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Prospect Sierra School Defined Contribution Retirement Plan's outsized position by total assets

Prospect Sierra School Defined Contribution Retirement Plan vs every filed plan by assets

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

$17,988,996 Top 24% higher than 76% 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

Prospect Sierra School Defined Contribution 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. Prospect Sierra School Defined Contribution Retirement Plan is a small filing (99 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942940144 · Prospect Sierra School PY 2022 · Other

Prospect Sierra School Defined Contribution Retirement Plan · $18M · 99 · 76th

  • VS-ST $18M
  • VS-ST 99
  • VS-ST 76th
  • VS-ST Other
  • VS-ST near Employee Benefit Plan of Workforce Business Services, Inc.
  • VS-ST ind #2367

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 →

Prospect Sierra School Defined Contribution Retirement Plan in the asset neighbourhood

The Wilderness Society 403(b) PlanThe Wilderness Society 403(b…$18MPenn Highlands Huntington 403(b) Retirement PlanPenn Highlands Huntington 40…$18MEmployee Benefit Plan of Workforce Business Services, Inc.Employee Benefit Plan of Wor…$18MSouth Texas College of Law Houston 403(b) PlanSouth Texas College of Law H…$18MProspect Sierra School Defined Contribution Retirement PlanProspect Sierra School Defin…$18M
End-of-year total assets ($M) among Prospect Sierra School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN942940144
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prospect Sierra School)

Sponsor-wide plan assets over time

All Prospect Sierra School plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M$20M 20222023 $18M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 99 $18M
2023 1 92 N/A

Nearby Other Plans in California

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

Prospect Sierra School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Prospect Sierra School Defined Contribution Retirement Plan, Total assets ($B): 0.017988996 · Participants: 99Prospect Sierra School Defined Contribution 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
Prospect Sierra School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Prospect Sierra School Defined Contribution Retirement Plan side-by-side with 3 peers →

Prospect Sierra School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Employee Benefit Plan of Workforce Business Services, Inc. in FL ($18M); by covered participants it is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Prospect Sierra School Defined Contribution Retirement Plan assets move in 2022? ▼
Prospect Sierra School Defined Contribution Retirement Plan grew at a solid clip - up 9.6% during 2022, from $16M to $18M. Reported net income was $2M.
Where does Prospect Sierra School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Prospect Sierra School Defined Contribution Retirement Plan ranks in the 76th 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 Prospect Sierra School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Workforce Business Services, Inc. in FL ($18M, 608 participants).
Which Other plans cover a similar participant headcount to Prospect Sierra School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 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 942940144.

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.