Other · DOL Form 5500 · 2023
La Jolla Country Day School Retirement Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 250
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $327,537
- Avg per participant High balance/head
Official DOL plan name: La Jolla Country Day School Defined Contribution Retirement Plan · Sponsored by La Jolla Country Day School · California · Educational Services
$82M in assets, 250 participants
La Jolla Country Day School's La Jolla Country Day School Defined Contribution Retirement Plan reported $82M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,063 in Educational Services (3,735 peers)
Coverage in California
La Jolla Country Day School Defined Contribution Retirement Plan covers 250 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $82M.
- #3,063
- in Educational Services (3,735 peers)
- +15.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
La Jolla Country Day School Defined Contribution Retirement Plan's outsized position by total assets
La Jolla Country Day School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$81,884,357 Top 10% higher than 90% 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
La Jolla Country Day 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. La Jolla Country Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- La Jolla Country Day School Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- La Jolla Country Day School Defined Contribution Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- La Jolla Country Day School Defined Contribution Retirement Plan reported participants rose from 240 in the plan year 2022 filing to 250 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951875978 · La Jolla Country Day School PY 2023 · Other
La Jolla Country Day School Defined Contribution Retirement Plan · $82M · 250 · 90th
- ASSETS $82M
- PCT 250
- EIN 90th
- RANK Other
- PHOTO near Good Shepherd Health Care System Tax Sheltered Retirement Plan
- IND ind #3063
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 →
La Jolla Country Day School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $11M |
| Employer EIN | 951875978 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (La Jolla Country Day School)
Sponsor-wide plan assets over time
All La Jolla Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 28.98270208574514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $71M |
| 2023 | 1 | 250 | $82M |
| 2024 | 1 | 245 | $92M |
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
La Jolla Country Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Good Shepherd Health Care System Tax Sheltered Retirement Plan in OR ($82M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Boston Ballet 403(b) Retirement Plan (MA) 250 · 0 off
- Lifecare Alliance 403(b) Retirement Plan (OH) 250 · 0 off
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat (WI) 250 · 0 off
- The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan (TX) 250 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.