Other · DOL Form 5500 · 2023

The Webb Schools Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
193
Participants Below avg headcount
81st
Percentile by assets National rank
$178,329
Avg per participant Above avg balance/head
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Official DOL plan name: The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan · Sponsored by The Webb Schools · California · Educational Services

$34M in assets, 193 participants

The Webb Schools's The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reported $34M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,499 in Educational Services (3,735 peers)

Coverage in California

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $34M.

#2,499
in Educational Services (3,735 peers)
+11.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan's outsized position by total assets

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs every filed plan by assets

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

$34,417,573 Top 19% higher than 81% 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

The Webb Schools Tax-Deferred Annuity and Defined Contribution 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. The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reported participants rose from 186 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951856591 · The Webb Schools PY 2023 · Other

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan · $34M · 193 · 81st

  • BOOK $34M
  • VS-ST 193
  • BOY 81st
  • SCH Other
  • EBSA near Mitchell College Retirement Plan
  • PART ind #2499

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 →

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan in the asset neighbourhood

Association of State and Territorial Health Officials 403(b) PlanAssociation of State and Ter…$35MLexington School for the Deaf 403(b) Defined Contribution PlanLexington School for the Dea…$34MMitchell College Retirement PlanMitchell College Retirement …$34MThe Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement PlanThe Webb Schools Tax-Deferre…$34MQlarant 403(b) Plan$34M
End-of-year total assets ($M) among The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN951856591
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Webb Schools)

Sponsor-wide plan assets over time

All The Webb Schools plans reported in each filing year

Latest sponsor-wide plan assets
$36M 18.401243896721013% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.8M $36.5M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 186 $31M
2023 1 193 $34M
2024 1 146 $36M

Nearby Other Plans in California

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

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan, Total assets ($B): 0.034417573 · Participants: 193The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement PlanStanford 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
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan side-by-side with 3 peers →

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Mitchell College Retirement Plan in CT ($34M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan assets move in 2023? ▼
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan grew at a solid clip - up 11.7% during 2023, from $31M to $34M. Reported net income was $4M.
How have The Webb Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Webb Schools's sponsor-wide assets grew 18.4%, from $31M to $36M.
Where does The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan ranks in the 81st 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 The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mitchell College Retirement Plan in CT ($34M, 297 participants).
Which Other plans cover a similar participant headcount to The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants, $23M 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 951856591.

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.