Other · DOL Form 5500 · 2022

Charles Armstrong School Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
154
Participants Small participant base
77th
Percentile by assets National rank
$127,238
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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

$20M in assets, 154 participants

Charles Armstrong School's Charles Armstrong School Defined Contribution Retirement Plan reported $20M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,436 in Educational Services (4,024 peers)

Coverage in California

Charles Armstrong School Defined Contribution Retirement Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $20M.

#2,436
in Educational Services (4,024 peers)
+10.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Charles Armstrong School Defined Contribution Retirement Plan's outsized position by total assets

Charles Armstrong School Defined Contribution Retirement Plan vs every filed plan by assets

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

$19,594,671 Top 23% higher than 77% 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

Charles Armstrong School Defined Contribution Retirement 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. Charles Armstrong School Defined Contribution Retirement Plan sits mid-pack in the medium band (154 participants).

Plan-year Form 5500 strip

Filing strip 941666217 · Charles Armstrong School PY 2022 · Other

Charles Armstrong School Defined Contribution Retirement Plan · $20M · 154 · 77th

  • EOY $20M
  • 5500 154
  • ASSETS 77th
  • PCT Other
  • EIN near National University of Health Sciences Defined Contribution Retirement Plan
  • RANK ind #2436

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 →

Charles Armstrong School Defined Contribution Retirement Plan in the asset neighbourhood

Mcpherson College 403(b) Plan$20MNational University of Health Sciences Defined Contribution Retirement PlanNational University of Healt…$20MCharles Armstrong School Defined Contribution Retirement PlanCharles Armstrong School Def…$20MMeadowbrook School DC Retirement PlanMeadowbrook School DC Retire…$20MGoodwill of Central and Southern Indiana Inc. Employee Retirement Savings PlanGoodwill of Central and Sout…$20M
End-of-year total assets ($M) among Charles Armstrong School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN941666217
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Armstrong School)

Sponsor-wide plan assets over time

All Charles Armstrong School plans reported in each filing year

Latest sponsor-wide plan assets
$24M 24.352769178926252% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.6M $24.4M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 154 $20M
2023 1 135 $23M
2024 1 134 $24M

Nearby Other Plans in California

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

Charles Armstrong School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Charles Armstrong School Defined Contribution Retirement Plan, Total assets ($B): 0.019594671 · Participants: 154Charles Armstrong 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
Charles Armstrong School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Charles Armstrong School Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is National University of Health Sciences Defined Contribution Retirement Plan in IL ($20M); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Charles Armstrong School Defined Contribution Retirement Plan assets move in 2022? ▼
Charles Armstrong School Defined Contribution Retirement Plan grew at a solid clip - up 10.3% during 2022, from $18M to $20M. Reported net income was $2M.
How have Charles Armstrong School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Armstrong School's sponsor-wide assets grew 24.4%, from $20M to $24M.
Where does Charles Armstrong School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Charles Armstrong School Defined Contribution Retirement Plan ranks in the 77th 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 Charles Armstrong School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is National University of Health Sciences Defined Contribution Retirement Plan in IL ($20M, 153 participants).
Which Other plans cover a similar participant headcount to Charles Armstrong School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kansas City Care Clinic Retirement Plan in MO (154 participants, $3M 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 941666217.

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.