Other · DOL Form 5500 · 2023

The College Preparatory School Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
91
Participants Small participant base
84th
Percentile by assets National rank
$490,580
Avg per participant High balance/head
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Official DOL plan name: The College Preparatory School 403(b) Defined Contribution Plan · Sponsored by The College Preparatory School · California · Educational Services

$45M in assets, 91 participants

The College Preparatory School's The College Preparatory School 403(b) Defined Contribution Plan reported $45M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,695 in Educational Services (3,735 peers)

Where The College Preparatory School 403(b) Defined Contribution Plan sits by assets

The College Preparatory School 403(b) Defined Contribution Plan sits in the top quartile of all filed plans by assets, $45M for 91 participants (~$490,580/participant), up 10.9% in 2023.

#2,695
in Educational Services (3,735 peers)
+10.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The College Preparatory School 403(b) Defined Contribution Plan's outsized position by total assets

The College Preparatory School 403(b) Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$44,642,800 Top 16% higher than 84% of 127,068 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 2023

The College Preparatory School 403(b) Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The College Preparatory School 403(b) Defined Contribution Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The College Preparatory School 403(b) Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The College Preparatory School 403(b) Defined Contribution Plan end-of-year assets rose from $40M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • The College Preparatory School 403(b) Defined Contribution Plan reported participants rose from 90 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941492272 · The College Preparatory School PY 2023 · Other

The College Preparatory School 403(b) Defined Contribution Plan · $45M · 91 · 84th

  • VS-ST $45M
  • VS-ST 91
  • VS-ST 84th
  • VS-ST Other
  • VS-ST near Columbia Memorial Hospital 403(b) Tax Deferred Annuity
  • VS-ST ind #2695

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 College Preparatory School 403(b) Defined Contribution Plan in the asset neighbourhood

Columbia Memorial Hospital 403(b) Tax Deferred AnnuityColumbia Memorial Hospital 4…$45MThe College Preparatory School 403(b) Defined Contribution PlanThe College Preparatory Scho…$45MNew York Community Trust Group Tax Deferred AnnuityNew York Community Trust Gro…$45MUniversity Medical Service Association, Inc. Tax Deferred Annuity PlanUniversity Medical Service A…$45MCayuga Medical Associates 403(b) Savings PlanCayuga Medical Associates 40…$45M
End-of-year total assets ($M) among The College Preparatory School 403(b) Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN941492272
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The College Preparatory School)

Sponsor-wide plan assets over time

All The College Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$50M 23.398134719698906% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.3M $49.7M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 90 $40M
2023 1 91 $45M
2024 1 91 $50M

Nearby Other Plans in California

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

The College Preparatory School 403(b) Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The College Preparatory School 403(b) Defined Contribution Plan, Total assets ($B): 0.0446428 · Participants: 91The College Preparatory School 403(b) Defined Contribution PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The College Preparatory School 403(b) Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants

The College Preparatory School 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Columbia Memorial Hospital 403(b) Tax Deferred Annuity in OR ($45M); by covered participants it is Quality Progressions 403(b) Plan in PA (91 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The College Preparatory School 403(b) Defined Contribution Plan assets move in 2023?
The College Preparatory School 403(b) Defined Contribution Plan grew at a solid clip - up 10.9% during 2023, from $40M to $45M. Reported net income was $4M.
How have The College Preparatory School plan assets changed over time?
Across 3 plan years on file (2022-2024), The College Preparatory School's sponsor-wide assets grew 23.4%, from $40M to $50M.
Where does The College Preparatory School 403(b) Defined Contribution Plan rank by assets among Form 5500 filers?
The College Preparatory School 403(b) Defined Contribution Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The College Preparatory School 403(b) Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Columbia Memorial Hospital 403(b) Tax Deferred Annuity in OR ($45M, 669 participants).
Which Other plans cover a similar participant headcount to The College Preparatory School 403(b) Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Quality Progressions 403(b) Plan in PA (91 participants, $5M in assets).