Other · DOL Form 5500 · 2023

Westridge School for Girls, Inc. Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
146
Participants Small participant base
84th
Percentile by assets National rank
$297,337
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westridge School Defined Contribution Retirement Plan · Sponsored by Westridge School for Girls, Inc. · California · Educational Services

$43M in assets, 146 participants

Westridge School for Girls, Inc.'s Westridge School Defined Contribution Retirement Plan reported $43M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,672 in Educational Services (3,735 peers)

Coverage in California

Westridge School Defined Contribution Retirement Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $43M.

#2,672
in Educational Services (3,735 peers)
+16.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Westridge School Defined Contribution Retirement Plan vs every filed plan by assets

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

$43,411,147 Top 16% higher than 84% 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

Westridge 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. Westridge School Defined Contribution Retirement Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westridge School Defined Contribution Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Westridge School Defined Contribution Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Westridge School Defined Contribution Retirement Plan reported participants fell from 150 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951644047 · Westridge School for Girls, Inc. PY 2023 · Other

Westridge School Defined Contribution Retirement Plan · $43M · 146 · 84th

  • PCT $43M
  • PCT 146
  • PCT 84th
  • PCT Other
  • PCT near Retirement Plan for Employees of Kintegra Health
  • PCT ind #2672

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 →

Westridge School Defined Contribution Retirement Plan in the asset neighbourhood

Dominican University New York 403(b) DC PlanDominican University New Yor…$44MThe Metropolitan Museum of Art 403(b) Voluntary Contribution PlanThe Metropolitan Museum of A…$43MPacific Packaging Products 401(k) Profit Sharing PlanPacific Packaging Products 4…$43MRetirement Plan for Employees of Kintegra HealthRetirement Plan for Employee…$43MWestridge School Defined Contribution Retirement PlanWestridge School Defined Con…$43M
End-of-year total assets ($M) among Westridge 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)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN951644047
Plan Effective Date1948-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westridge School for Girls, Inc.)

Sponsor-wide plan assets over time

All Westridge School for Girls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.873767833816487% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.3M $48M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 150 $37M
2023 1 146 $43M
2024 1 144 $48M

Nearby Other Plans in California

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

Westridge School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Westridge School Defined Contribution Retirement Plan, Total assets ($B): 0.043411147 · Participants: 146Westridge 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
Westridge School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Outside California, the nearest Other by assets is Retirement Plan for Employees of Kintegra Health in NC ($43M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants). Same-state nearby plans are listed separately above.

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 Westridge School Defined Contribution Retirement Plan assets move in 2023?
Westridge School Defined Contribution Retirement Plan grew sharply - up 16.5% during 2023, from $37M to $43M. Reported net income was $6M.
How have Westridge School for Girls, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Westridge School for Girls, Inc.'s sponsor-wide assets grew 28.9%, from $37M to $48M.
Where does Westridge School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Westridge School Defined Contribution Retirement Plan ranks in the 84th 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 Westridge School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Retirement Plan for Employees of Kintegra Health in NC ($43M, 862 participants).
Which Other plans cover a similar participant headcount to Westridge School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants, $46M in assets).