Other · DOL Form 5500 · 2022

Charles Armstrong School Retirement Plan

Data updated 2026-08-11

$20M
Total assets
154
Participants
77th
Percentile by assets
$127,238
Avg per participant
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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.

  • 77th percentile by assets (of 139,126 plans)
  • #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.

$20M
total plan assets (2022 EOY)
154
covered participants
77th
percentile by assets (of 139,126 plans)
$127,238
avg assets per participant

Where Charles Armstrong School Defined Contribution Retirement Plan sits 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 $2,010,000,000 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

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Charles Armstrong School Defined Contribution Retirement Plan reports 154 participants - about 24% of that state average ($20M EOY assets).

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)

$18M$20M$22M$24M$26M 202220232024 $19.6M $24.4M ▲ +24.4%
Total plan assets by year, all Charles Armstrong School plans on file
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 ($B) Participants Charles Armstrong Sc…, Total assets ($B): 0.019594671 · Participants: 154Charles Armstrong Sc…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Charles Armstrong School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Charles Armstrong School Defined Contrib… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Charles Armstrong School Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for Charles Armstrong School Defined Contrib…

Filing takeaways

Ways to act on Charles Armstrong School Defined Contribution Retirement Plan's numbers.

  • By total assets, Charles Armstrong School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • Charles Armstrong School's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Educational Services plans

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.