Other · DOL Form 5500 · 2023

Town School for Boys Retirement Plan

Data updated 2026-08-11

$39M
Total assets
126
Participants
83rd
Percentile by assets
$306,044
Avg per participant
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Official DOL plan name: Town School for Boys DC Retirement Plan · Sponsored by Town School for Boys · California · Educational Services

$39M in assets, 126 participants

Town School for Boys's Town School for Boys DC Retirement Plan reported $39M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #2,577 in Educational Services (3,735 peers)

Coverage in California

Town School for Boys DC Retirement Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $39M.

$39M
total plan assets (2023 EOY)
126
covered participants
83rd
percentile by assets (of 127,072 plans)
$306,044
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Town School for Boys DC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Town School for Boys DC Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Town School for Boys DC Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Town School for Boys DC Retirement Plan reports 126 participants - about 20% of that state average ($39M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN941170412
Plan Effective Date1948-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Town School for Boys)

$30M$35M$40M$45M 202220232024 $32.8M $43M ▲ +31.4%
Total plan assets by year, all Town School for Boys plans on file
Year Plans Participants Total Assets
2022 1 124 $33M
2023 1 126 $39M
2024 1 120 $43M

Nearby Other Plans in California

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

Town School for Boys DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

Town School for Boys DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Town School for Boys…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Town School for Boys DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Town School for Boys DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Town School for Boys DC Retirement Plan assets move in 2023?
Town School for Boys DC Retirement Plan grew sharply - up 17.8% during 2023, from $33M to $39M. Reported net income was $6M.
How have Town School for Boys plan assets changed over time?
Across 3 plan years on file (2022-2024), Town School for Boys's sponsor-wide assets grew 31.4%, from $33M to $43M.
Where does Town School for Boys DC Retirement Plan rank by assets among Form 5500 filers?
Town School for Boys DC Retirement Plan ranks in the 83rd 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 Town School for Boys DC Retirement Plan?
Among Other plans in other states, the closest by assets is Frontier Behavioral Health 403(b) Investment Plan in WA ($39M, 698 participants).

Next read for Town School for Boys DC Retirement Plan

Filing takeaways

Ways to act on Town School for Boys DC Retirement Plan's numbers.