Other · DOL Form 5500 · 2023
Town School for Boys Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $306,044
- Avg per participant High balance/head
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.
- #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.
- #2,577
- in Educational Services (3,735 peers)
- +17.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Town School for Boys DC Retirement Plan's outsized position by total assets
Town School for Boys DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,561,605 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Town School for Boys DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Town School for Boys DC Retirement Plan sits mid-pack in the medium band (126 participants).
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.
Form 5500 schedule snapshot
Filing strip 941170412 · Town School for Boys PY 2023 · Other
Town School for Boys DC Retirement Plan · $39M · 126 · 83rd
- PCT $39M
- PCT 126
- PCT 83rd
- PCT Other
- PCT near Frontier Behavioral Health 403(b) Investment Plan
- PCT ind #2577
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 →
Town School for Boys DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 941170412 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Town School for Boys)
Sponsor-wide plan assets over time
All Town School for Boys plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 31.436943378046315% vs 2022
- 2024 filing year
| 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.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Town School for Boys DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Frontier Behavioral Health 403(b) Investment Plan in WA ($39M); by covered participants it is The Adler Planetarium Defined Contribution Retirement Income Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.