Other · DOL Form 5500 · 2023
The Bishop's School Retirement Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 373
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $184,222
- Avg per participant Above avg balance/head
Official DOL plan name: The Bishop's School 403(b) Plan · Sponsored by The Bishop's School · California · Educational Services
$69M in assets, 373 participants
The Bishop's School's The Bishop's School 403(b) Plan reported $69M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,965 in Educational Services (3,735 peers)
Where The Bishop's School 403(b) Plan sits by assets
The Bishop's School 403(b) Plan sits in the top quartile of all filed plans by assets, $69M for 373 participants (~$184,222/participant), up 13.7% in 2023.
- #2,965
- in Educational Services (3,735 peers)
- +13.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Bishop's School 403(b) Plan's outsized position by total assets
The Bishop's School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$68,714,903 Top 12% higher than 88% 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 Bishop's 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 Bishop's School 403(b) Plan sits mid-pack in the medium band (373 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Bishop's School 403(b) Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- The Bishop's School 403(b) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- The Bishop's School 403(b) Plan reported participants rose from 340 in the plan year 2022 filing to 373 in the plan year 2023 filing.
DOL schedule card
Filing strip 951642362 · The Bishop's School PY 2023 · Other
The Bishop's School 403(b) Plan · $69M · 373 · 88th
- BOY $69M
- SCH 373
- EBSA 88th
- PART Other
- TYPE near Hamot Health Foundation Employee Tax-Deferred Savings Plan
- NET ind #2965
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 Bishop's School 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $8M |
| Employer EIN | 951642362 |
| Plan Effective Date | 1976-05-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bishop's School)
Sponsor-wide plan assets over time
All The Bishop's School plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 30.832363512789517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 340 | $60M |
| 2023 | 1 | 373 | $69M |
| 2024 | 1 | 278 | $79M |
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 Bishop's School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Hamot Health Foundation Employee Tax-Deferred Savings Plan in PA ($69M); by covered participants it is Felician University Retirement Plan in NJ (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Hamot Health Foundation Employee Tax-Deferred Savings Plan (PA) $69M · 764
- Helen Ross Mcnabb Center, Inc., Retirement Plan (TN) $69M · 1,143
- Washington International School Defined Contribution Retirement Plan (DC) $68M · 190
- Nathan Littauer Hospital Association Tax Deferred Annuity Plan (NY) $68M · 918
Similar participant headcount
Nearest other-state filings by covered participants (373 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.