Other · DOL Form 5500 · 2023

Cate School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
130
Participants Small participant base
82nd
Percentile by assets National rank
$291,051
Avg per participant High balance/head
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Official DOL plan name: Tiaa-Cref Retirement Plan for Employees of Cate School · Sponsored by Cate School · California · Educational Services

$38M in assets, 130 participants

Cate School's Tiaa-Cref Retirement Plan for Employees of Cate School reported $38M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,562 in Educational Services (3,735 peers)

Coverage in California

Tiaa-Cref Retirement Plan for Employees of Cate School covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $38M.

#2,562
in Educational Services (3,735 peers)
+14.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tiaa-Cref Retirement Plan for Employees of Cate School's outsized position by total assets

Tiaa-Cref Retirement Plan for Employees of Cate School vs every filed plan by assets

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

$37,836,574 Top 18% higher than 82% 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

Tiaa-Cref Retirement Plan for Employees of Cate School 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. Tiaa-Cref Retirement Plan for Employees of Cate School sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tiaa-Cref Retirement Plan for Employees of Cate School reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tiaa-Cref Retirement Plan for Employees of Cate School end-of-year assets rose from $33M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Tiaa-Cref Retirement Plan for Employees of Cate School reported participants fell from 133 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951644630 · Cate School PY 2023 · Other

Tiaa-Cref Retirement Plan for Employees of Cate School · $38M · 130 · 82nd

  • SCH $38M
  • SCH 130
  • SCH 82nd
  • SCH Other
  • SCH near Charles Wright Academy 403(b) Retirement Plan
  • SCH ind #2562

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 →

Tiaa-Cref Retirement Plan for Employees of Cate School in the asset neighbourhood

Tiaa-Cref Retirement Plan for Employees of Cate SchoolTiaa-Cref Retirement Plan fo…$38MCharles Wright Academy 403(b) Retirement PlanCharles Wright Academy 403(b…$38MAtlanta International School Defined Contribution PlanAtlanta International School…$38MThe Lebanese American University 403(b) PlanThe Lebanese American Univer…$38MLeadingage, Inc. Section 403(b) Savings and Retirement PlanLeadingage, Inc. Section 403…$38M
End-of-year total assets ($M) among Tiaa-Cref Retirement Plan for Employees of Cate School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN951644630
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cate School)

Sponsor-wide plan assets over time

All Cate School plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.27889936510609% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.1M $61.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 253 $50M
2023 2 244 $57M
2024 2 265 $62M

Nearby Other Plans in California

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

Tiaa-Cref Retirement Plan for Employees of Cate School vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tiaa-Cref Retirement Plan for Employees of Cate School, Total assets ($B): 0.037836574 · Participants: 130Tiaa-Cref Retirement Plan for Employees of Cate SchoolStanford 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
Tiaa-Cref Retirement Plan for Employees of Cate School vs. nearby Other plans in California, assets vs. participants
Compare Tiaa-Cref Retirement Plan for Employees of Cate School side-by-side with 3 peers →

Tiaa-Cref Retirement Plan for Employees of Cate School's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Charles Wright Academy 403(b) Retirement Plan in WA ($38M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did Tiaa-Cref Retirement Plan for Employees of Cate School assets move in 2023? ▼
Tiaa-Cref Retirement Plan for Employees of Cate School grew at a solid clip - up 14.0% during 2023, from $33M to $38M. Reported net income was $5M.
How have Cate School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cate School's sponsor-wide assets grew 23.3%, from $50M to $62M.
Where does Tiaa-Cref Retirement Plan for Employees of Cate School rank by assets among Form 5500 filers? ▼
Tiaa-Cref Retirement Plan for Employees of Cate School ranks in the 82nd 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 Tiaa-Cref Retirement Plan for Employees of Cate School? ▼
Among Other plans in other states, the closest by assets is Charles Wright Academy 403(b) Retirement Plan in WA ($38M, 113 participants).
Which Other plans cover a similar participant headcount to Tiaa-Cref Retirement Plan for Employees of Cate School? ▼
Among Other plans in other states, the closest by covered participants is National Conference of Bar Examiners 403(b) Plan in WI (130 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951644630.

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.