Other · DOL Form 5500 · 2023

Menlo School Retirement Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
242
Participants Below avg headcount
91st
Percentile by assets National rank
$406,291
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Menlo School Defined Contribution Retirement Plan · Sponsored by Menlo School · California · Educational Services

$98M in assets, 242 participants

Menlo School's Menlo School Defined Contribution Retirement Plan reported $98M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,160 in Educational Services (3,735 peers)

Coverage in California

Menlo School Defined Contribution Retirement Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $98M.

#3,160
in Educational Services (3,735 peers)
+14.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Menlo School Defined Contribution Retirement Plan's outsized position by total assets

Menlo School Defined Contribution Retirement Plan vs every filed plan by assets

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

$98,322,335 Top 9% higher than 91% 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

Menlo School 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. Menlo School Defined Contribution Retirement Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Menlo School Defined Contribution Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Menlo School Defined Contribution Retirement Plan end-of-year assets rose from $86M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Menlo School Defined Contribution Retirement Plan reported participants rose from 233 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943204137 · Menlo School PY 2023 · Other

Menlo School Defined Contribution Retirement Plan · $98M · 242 · 91st

  • IND $98M
  • EOY 242
  • 5500 91st
  • ASSETS Other
  • PCT near Daemen University Retirement Plan
  • EIN ind #3160

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 →

Menlo School Defined Contribution Retirement Plan in the asset neighbourhood

Cedarville University Retirement Savings PlanCedarville University Retire…$99MMenlo School Defined Contribution Retirement PlanMenlo School Defined Contrib…$98MDaemen University Retirement PlanDaemen University Retirement…$98MRetirement Plus of Memorial Health System HospitalsRetirement Plus of Memorial …$98MCentral Peninsula Hospital Retirement PlanCentral Peninsula Hospital R…$98M
End-of-year total assets ($M) among Menlo School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$98M
Net Income$12M
Employer EIN943204137
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Menlo School)

Sponsor-wide plan assets over time

All Menlo School plans reported in each filing year

Latest sponsor-wide plan assets
$111M 28.933317250400425% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $86.3M $111M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 233 $86M
2023 1 242 $98M
2024 1 248 $111M

Nearby Other Plans in California

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

Menlo School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Menlo School Defined Contribution Retirement Plan, Total assets ($B): 0.098322335 · Participants: 242Menlo School 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
Menlo School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

Menlo School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Daemen University Retirement Plan in NY ($98M); by covered participants it is Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. in IN (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Menlo School Defined Contribution Retirement Plan assets move in 2023?
Menlo School Defined Contribution Retirement Plan grew at a solid clip - up 14.0% during 2023, from $86M to $98M. Reported net income was $12M.
How have Menlo School plan assets changed over time?
Across 3 plan years on file (2022-2024), Menlo School's sponsor-wide assets grew 28.9%, from $86M to $111M.
Where does Menlo School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Menlo School Defined Contribution Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Menlo School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Daemen University Retirement Plan in NY ($98M, 363 participants).
Which Other plans cover a similar participant headcount to Menlo School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. in IN (242 participants, $11M in assets).