Other · DOL Form 5500 · 2023
Dunn School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $220,486
- Avg per participant Above avg balance/head
Official DOL plan name: Dunn School DC Retirement Plan · Sponsored by Dunn School · California · Educational Services
$15M in assets, 69 participants
Dunn School's Dunn School DC Retirement Plan reported $15M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #1,869 in Educational Services (3,735 peers)
Dunn School multi-year trail
Dunn School's plans moved +29.3% in assets from 2022 to 2024; this filing shows Dunn School DC Retirement Plan at $15M / 69 participants.
- #1,869
- in Educational Services (3,735 peers)
- +16.0%
- assets growth YoY
Dunn School DC Retirement Plan's outsized position by total assets
Dunn School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,213,512 Top 33% higher than 67% 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
Dunn School DC Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dunn School DC Retirement Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dunn School DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Dunn School DC Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Dunn School DC Retirement Plan reported participants rose from 68 in the plan year 2022 filing to 69 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951909237 · Dunn School PY 2023 · Other
Dunn School DC Retirement Plan · $15M · 69 · 67th
- EIN $15M
- EIN 69
- EIN 67th
- EIN Other
- EIN near Akron Summit Community Action, Inc. 403(b) Plan
- EIN ind #1869
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 →
Dunn School DC Retirement Plan in the asset neighbourhood
Dunn School multi-year asset trail
Sponsor-wide plan assets over time
All Dunn School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 29.32974863811183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $13M |
| 2023 | 1 | 69 | $15M |
| 2024 | 1 | 63 | $17M |
Dunn School filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 951909237 |
| Plan Effective Date | 1975-09-01 |
| Filing Status | FILING RECEIVED |
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
Dunn School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Akron Summit Community Action, Inc. 403(b) Plan in OH ($15M); by covered participants it is The Geological Society of America Retirement Plan in CO (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Akron Summit Community Action, Inc. 403(b) Plan (OH) $15M · 196
- Lakeview Village, Inc. Employees Retirement Plan (KS) $15M · 506
- Louisburg College 403(b) Plan (NC) $15M · 93
- Spooner Health System 403(b) Plan (WI) $15M · 138
Similar participant headcount
Nearest other-state filings by covered participants (69 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.