Other · DOL Form 5500 · 2023

Marin Academy Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
128
Participants Small participant base
84th
Percentile by assets National rank
$349,469
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marin Academy Defined Contribution Retirement Plan · Sponsored by Marin Academy · California · Educational Services

$45M in assets, 128 participants

Marin Academy's Marin Academy Defined Contribution Retirement Plan reported $45M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,696 in Educational Services (3,735 peers)

Coverage in California

Marin Academy Defined Contribution Retirement Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $45M.

#2,696
in Educational Services (3,735 peers)
+14.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Marin Academy Defined Contribution Retirement Plan's outsized position by total assets

Marin Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$44,731,981 Top 16% higher than 84% 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

Marin Academy 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. Marin Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marin Academy Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Marin Academy Defined Contribution Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Marin Academy Defined Contribution Retirement Plan reported participants rose from 120 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941186189 · Marin Academy PY 2023 · Other

Marin Academy Defined Contribution Retirement Plan · $45M · 128 · 84th

  • SCH $45M
  • SCH 128
  • SCH 84th
  • SCH Other
  • SCH near Compass Health Retirement Plan
  • SCH ind #2696

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 →

Marin Academy Defined Contribution Retirement Plan in the asset neighbourhood

Compass Health Retirement PlanCompass Health Retirement Pl…$45MMarin Academy Defined Contribution Retirement PlanMarin Academy Defined Contri…$45MColumbia Memorial Hospital 403(b) Tax Deferred AnnuityColumbia Memorial Hospital 4…$45MNew York Community Trust Group Tax Deferred AnnuityNew York Community Trust Gro…$45MUniversity Medical Service Association, Inc. Tax Deferred Annuity PlanUniversity Medical Service A…$45M
End-of-year total assets ($M) among Marin Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN941186189
Plan Effective Date1974-09-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Marin Academy)

Sponsor-wide plan assets over time

All Marin Academy plans reported in each filing year

Latest sponsor-wide plan assets
$50M 28.680304313725973% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $50.2M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 120 $39M
2023 1 128 $45M
2024 1 123 $50M

Nearby Other Plans in California

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

Marin Academy Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Marin Academy Defined Contribution Retirement Plan, Total assets ($B): 0.044731981 · Participants: 128Marin Academy 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
Marin Academy Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Marin Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Compass Health Retirement Plan in WA ($45M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.

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 Marin Academy Defined Contribution Retirement Plan assets move in 2023? ▼
Marin Academy Defined Contribution Retirement Plan grew at a solid clip - up 14.7% during 2023, from $39M to $45M. Reported net income was $6M.
How have Marin Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marin Academy's sponsor-wide assets grew 28.7%, from $39M to $50M.
Where does Marin Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Marin Academy Defined Contribution Retirement Plan ranks in the 84th 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 Marin Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Compass Health Retirement Plan in WA ($45M, 631 participants).
Which Other plans cover a similar participant headcount to Marin Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants, $4M 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 941186189.

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.