Other · DOL Form 5500 · 2023

Sage Hill School Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
115
Participants Small participant base
76th
Percentile by assets National rank
$213,669
Avg per participant Above avg balance/head
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Official DOL plan name: Sage Hill School Defined Contribution Retirement Plan · Sponsored by Sage Hill School · California · Educational Services

$25M in assets, 115 participants

Sage Hill School's Sage Hill School Defined Contribution Retirement Plan reported $25M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,255 in Educational Services (3,735 peers)

Coverage in California

Sage Hill School Defined Contribution Retirement Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $25M.

#2,255
in Educational Services (3,735 peers)
+24.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sage Hill School Defined Contribution Retirement Plan's outsized position by total assets

Sage Hill School Defined Contribution Retirement Plan vs every filed plan by assets

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

$24,571,883 Top 24% higher than 76% 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

Sage Hill 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. Sage Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Hill School Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sage Hill School Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330729698 · Sage Hill School PY 2023 · Other

Sage Hill School Defined Contribution Retirement Plan · $25M · 115 · 76th

  • EOY $25M
  • 5500 115
  • ASSETS 76th
  • PCT Other
  • EIN near University of Jamestown 403(b) DC Plan
  • RANK ind #2255

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 →

Sage Hill School Defined Contribution Retirement Plan in the asset neighbourhood

Lancaster Country Day School Section 403(b) PlanLancaster Country Day School…$25MUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanUnion De Tronquistas De Puer…$25MSage Hill School Defined Contribution Retirement PlanSage Hill School Defined Con…$25MUniversity of Jamestown 403(b) DC PlanUniversity of Jamestown 403(…$25M403(b) Thrift Plan for Employees of Planned Parenthood North Central States403(b) Thrift Plan for Emplo…$25M
End-of-year total assets ($M) among Sage Hill School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN330729698
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Hill School)

Sponsor-wide plan assets over time

All Sage Hill School plans reported in each filing year

Latest sponsor-wide plan assets
$29M 47.47483109352807% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $29M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 116 $20M
2023 1 115 $25M
2024 1 118 $29M

Nearby Other Plans in California

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

Sage Hill School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sage Hill School Defined Contribution Retirement Plan, Total assets ($B): 0.024571883 · Participants: 115Sage Hill School 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
Sage Hill School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sage Hill School Defined Contribution Retirement Plan side-by-side with 3 peers →

Sage Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is University of Jamestown 403(b) DC Plan in ND ($25M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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.

Frequently Asked Questions

How did Sage Hill School Defined Contribution Retirement Plan assets move in 2023? ▼
Sage Hill School Defined Contribution Retirement Plan grew sharply - up 24.9% during 2023, from $20M to $25M. Reported net income was $5M.
How have Sage Hill School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hill School's sponsor-wide assets grew 47.5%, from $20M to $29M.
Where does Sage Hill School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Sage Hill School Defined Contribution Retirement Plan ranks in the 76th 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 Sage Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University of Jamestown 403(b) DC Plan in ND ($25M, 357 participants).
Which Other plans cover a similar participant headcount to Sage Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Nurtury, Inc. 403(b) Plan in MA (115 participants, $2M 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 330729698.

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.