Other · DOL Form 5500 · 2023
Katherine Delmar Burke School Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $290,296
- Avg per participant High balance/head
Official DOL plan name: Katherine Delmar Burke School DC and Tda 403(b) Plans · Sponsored by Katherine Delmar Burke School · California · Educational Services
$28M in assets, 98 participants
Katherine Delmar Burke School's Katherine Delmar Burke School DC and Tda 403(b) Plans reported $28M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,352 in Educational Services (3,735 peers)
Where Katherine Delmar Burke School DC and Tda 403(b) Plans sits by assets
Katherine Delmar Burke School DC and Tda 403(b) Plans sits in the top quartile of all filed plans by assets, $28M for 98 participants (~$290,296/participant), up 17.0% in 2023.
- #2,352
- in Educational Services (3,735 peers)
- +17.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Katherine Delmar Burke School DC and Tda 403(b) Plans's outsized position by total assets
Katherine Delmar Burke School DC and Tda 403(b) Plans vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,449,023 Top 22% higher than 78% 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
Katherine Delmar Burke School DC and Tda 403(b) Plans among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katherine Delmar Burke School DC and Tda 403(b) Plans is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Katherine Delmar Burke School DC and Tda 403(b) Plans reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Katherine Delmar Burke School DC and Tda 403(b) Plans reported participants fell from 124 in the plan year 2022 filing to 98 in the plan year 2023 filing.
- Katherine Delmar Burke School DC and Tda 403(b) Plans end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941156256 · Katherine Delmar Burke School PY 2023 · Other
Katherine Delmar Burke School DC and Tda 403(b) Plans · $28M · 98 · 78th
- RANK $28M
- PHOTO 98
- IND 78th
- EOY Other
- 5500 near Talbert House 403(b) Plan
- ASSETS ind #2352
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 →
Katherine Delmar Burke School DC and Tda 403(b) Plans in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 941156256 |
| Plan Effective Date | 1961-10-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Katherine Delmar Burke School)
Sponsor-wide plan assets over time
All Katherine Delmar Burke School plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 29.15804592277927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $24M |
| 2023 | 1 | 98 | $28M |
| 2024 | 1 | 107 | $31M |
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
Katherine Delmar Burke School DC and Tda 403(b) Plans's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Talbert House 403(b) Plan in OH ($28M); by covered participants it is Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. in CT (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.