Other · DOL Form 5500 · 2023
The Athenian School Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $283,476
- Avg per participant High balance/head
Official DOL plan name: The Athenian School 403(b) Plan · Sponsored by The Athenian School · California · Educational Services
$36M in assets, 126 participants
The Athenian School's The Athenian School 403(b) Plan reported $36M in total assets and 126 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.
- #2,525 in Educational Services (3,735 peers)
Coverage in California
The Athenian School 403(b) Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $36M.
- #2,525
- in Educational Services (3,735 peers)
- +14.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Athenian School 403(b) Plan's outsized position by total assets
The Athenian School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,717,993 Top 18% higher than 82% 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
The Athenian School 403(b) 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 Athenian School 403(b) Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Athenian School 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Athenian School 403(b) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- The Athenian School 403(b) Plan reported participants rose from 124 in the plan year 2022 filing to 126 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 946070808 · The Athenian School PY 2023 · Other
The Athenian School 403(b) Plan · $36M · 126 · 82nd
- PART $36M
- PART 126
- PART 82nd
- PART Other
- PART near Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association
- PART ind #2525
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 Athenian School 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 946070808 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Athenian School)
Sponsor-wide plan assets over time
All The Athenian School plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 27.888943114318998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $31M |
| 2023 | 1 | 126 | $36M |
| 2024 | 1 | 129 | $40M |
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
The Athenian School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association in ME ($36M); 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 ($36M here).
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association (ME) $36M · 494
- Easter Seals New Hampshire Section 403(b) Plan (NH) $36M · 1,459
- 403(b) Thrift Plan for Colorado Coalition for the Homeless (CO) $36M · 678
- Hebrew Academy of Nassau County Defined Contribution Plan (NY) $36M · 143
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.