Other · DOL Form 5500 · 2023
Polytechnic School Retirement Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 246
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $363,789
- Avg per participant High balance/head
Official DOL plan name: Polytechnic School Defined Contribution Retirement Plan · Sponsored by Polytechnic School · California · Educational Services
$89M in assets, 246 participants
Polytechnic School's Polytechnic School Defined Contribution Retirement Plan reported $89M in total assets and 246 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.
- #3,110 in Educational Services (3,735 peers)
Coverage in California
Polytechnic School Defined Contribution Retirement Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $89M.
- #3,110
- in Educational Services (3,735 peers)
- +15.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Polytechnic School Defined Contribution Retirement Plan's outsized position by total assets
Polytechnic School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$89,492,109 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
Polytechnic 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. Polytechnic School Defined Contribution Retirement Plan sits mid-pack in the medium band (246 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Polytechnic School Defined Contribution Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Polytechnic School Defined Contribution Retirement Plan reported participants rose from 211 in the plan year 2022 filing to 246 in the plan year 2023 filing.
- Polytechnic School Defined Contribution Retirement Plan end-of-year assets rose from $78M in the plan year 2022 filing to $89M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951641456 · Polytechnic School PY 2023 · Other
Polytechnic School Defined Contribution Retirement Plan · $89M · 246 · 90th
- EIN $89M
- RANK 246
- PHOTO 90th
- IND Other
- EOY near Faith Regional Health Services Tax Deferred Annuity Plan
- 5500 ind #3110
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 →
Polytechnic School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $12M |
| Employer EIN | 951641456 |
| Plan Effective Date | 1947-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Polytechnic School)
Sponsor-wide plan assets over time
All Polytechnic School plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 28.593798712641146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $78M |
| 2023 | 1 | 246 | $89M |
| 2024 | 1 | 260 | $100M |
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
Polytechnic School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Faith Regional Health Services Tax Deferred Annuity Plan in NE ($89M); by covered participants it is Pana Community Hospital Employees' Tax Deferred Annuity Plan in IL (246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Faith Regional Health Services Tax Deferred Annuity Plan (NE) $89M · 1,421
- Misericordia University Tax-Deferred Annuity Retirement Plan (PA) $90M · 347
- Charles E. Smith Jewish Day School Defined Contribution Plan (MD) $89M · 278
- Albany College of Pharmacy and Health Sciences 403(b) Plan (NY) $90M · 263
Similar participant headcount
Nearest other-state filings by covered participants (246 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.