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
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
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.
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
California filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $12M |
| Employer EIN | 943204137 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Daemen University Retirement Plan (NY) $98M · 363
- Retirement Plus of Memorial Health System Hospitals (OH) $98M · 2,833
- Cedarville University Retirement Savings Plan (OH) $99M · 707
- Central Peninsula Hospital Retirement Plan (AK) $98M · 1,041
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. (IN) 242 · 0 off
- Fisher College 403(b) DC Plan (MA) 242 · 0 off
- Tennessee Aquarium Retirement Plan (TN) 242 · 0 off
- Centro De Salud Familiar La Fe, Inc. 403(b) Plan (TX) 242 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.