Other · DOL Form 5500 · 2023

Sacramento Country Day School Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
208
Participants Below avg headcount
70th
Percentile by assets National rank
$85,428
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sacramento Country Day School · Sponsored by Sacramento Country Day School · California · Educational Services

$18M in assets, 208 participants

Sacramento Country Day School's Sacramento Country Day School reported $18M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,982 in Educational Services (3,735 peers)

Coverage in California

Sacramento Country Day School covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $18M.

#1,982
in Educational Services (3,735 peers)
+17.5%
assets growth YoY

Sacramento Country Day School's outsized position by total assets

Sacramento Country Day School vs every filed plan by assets

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

$17,768,986 Top 30% higher than 70% 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

Sacramento Country Day School 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. Sacramento Country Day School sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sacramento Country Day School reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sacramento Country Day School end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Sacramento Country Day School reported participants rose from 202 in the plan year 2022 filing to 208 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941597352 · Sacramento Country Day School PY 2023 · Other

Sacramento Country Day School · $18M · 208 · 70th

  • 5500 $18M
  • 5500 208
  • 5500 70th
  • 5500 Other
  • 5500 near Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan
  • 5500 ind #1982

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 →

Sacramento Country Day School in the asset neighbourhood

Union College Retirement Plan$18MLake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanLake Ridge Academy Tax Defer…$18MThe Hole in the Wall Gang Fund, Inc. 403(b) DC PlanThe Hole in the Wall Gang Fu…$18MSacramento Country Day School$18MMet Council 403(b) Retirement Savings PlanMet Council 403(b) Retiremen…$18M
End-of-year total assets ($M) among Sacramento Country Day School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN941597352
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sacramento Country Day School)

Sponsor-wide plan assets over time

All Sacramento Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$19M 27.066069774560575% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.1M $19.2M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 202 $15M
2023 1 208 $18M
2024 1 163 $19M

Nearby Other Plans in California

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

Sacramento Country Day School vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sacramento Country Day School, Total assets ($B): 0.017768986 · Participants: 208Sacramento Country Day SchoolStanford 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
Sacramento Country Day School vs. nearby Other plans in California, assets vs. participants
Compare Sacramento Country Day School side-by-side with 3 peers →

Sacramento Country Day School's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in OH ($18M); by covered participants it is Lamprey Health Care 403(b) Plan in NH (208 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 Sacramento Country Day School assets move in 2023? ▼
Sacramento Country Day School grew sharply - up 17.5% during 2023, from $15M to $18M. Reported net income was $3M.
How have Sacramento Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sacramento Country Day School's sponsor-wide assets grew 27.1%, from $15M to $19M.
Which Other plans are similar in size to Sacramento Country Day School? ▼
Among Other plans in other states, the closest by assets is Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in OH ($18M, 105 participants).
Which Other plans cover a similar participant headcount to Sacramento Country Day School? ▼
Among Other plans in other states, the closest by covered participants is Lamprey Health Care 403(b) Plan in NH (208 participants, $15M 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 941597352.

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.