Other · DOL Form 5500 · 2023

Lick-Wilmerding High School Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
134
Participants Small participant base
84th
Percentile by assets National rank
$319,938
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lick-Wilmerding High School Retirement Plan · Sponsored by Lick-Wilmerding High School · California · Educational Services

$43M in assets, 134 participants

Lick-Wilmerding High School's The Lick-Wilmerding High School Retirement Plan reported $43M in total assets and 134 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.

  • #2,653 in Educational Services (3,735 peers)

Coverage in California

The Lick-Wilmerding High School Retirement Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $43M.

#2,653
in Educational Services (3,735 peers)
+9.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Lick-Wilmerding High School Retirement Plan's outsized position by total assets

The Lick-Wilmerding High School Retirement Plan vs every filed plan by assets

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

$42,871,721 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

The Lick-Wilmerding High School 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. The Lick-Wilmerding High School Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lick-Wilmerding High School Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Lick-Wilmerding High School Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941186156 · Lick-Wilmerding High School PY 2023 · Other

The Lick-Wilmerding High School Retirement Plan · $43M · 134 · 84th

  • BOOK $43M
  • VS-ST 134
  • BOY 84th
  • SCH Other
  • EBSA near Kentucky Country Day School 403(b) DC Plan
  • PART ind #2653

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 →

The Lick-Wilmerding High School Retirement Plan in the asset neighbourhood

New York University Retirement Plan for Adjunct Faculty MembersNew York University Retireme…$43MThe Benjamin School Defined Contribution PlanThe Benjamin School Defined …$43MKentucky Country Day School 403(b) DC PlanKentucky Country Day School …$43MSpalding University Defined Contribution Retirement PlanSpalding University Defined …$43MThe Lick-Wilmerding High School Retirement PlanThe Lick-Wilmerding High Sch…$43M
End-of-year total assets ($M) among The Lick-Wilmerding High School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN941186156
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lick-Wilmerding High School)

Sponsor-wide plan assets over time

All Lick-Wilmerding High School plans reported in each filing year

Latest sponsor-wide plan assets
$49M 24.257698130025126% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.3M $48.8M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 135 $39M
2023 1 134 $43M
2024 1 139 $49M

Nearby Other Plans in California

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

The Lick-Wilmerding High School Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Lick-Wilmerding High School Retirement Plan, Total assets ($B): 0.042871721 · Participants: 134The Lick-Wilmerding High School 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
The Lick-Wilmerding High School Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Lick-Wilmerding High School Retirement Plan side-by-side with 3 peers →

The Lick-Wilmerding High School Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Kentucky Country Day School 403(b) DC Plan in KY ($43M); by covered participants it is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 The Lick-Wilmerding High School Retirement Plan assets move in 2023? ▼
The Lick-Wilmerding High School Retirement Plan grew at a solid clip - up 9.2% during 2023, from $39M to $43M. Reported net income was $4M.
How have Lick-Wilmerding High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lick-Wilmerding High School's sponsor-wide assets grew 24.3%, from $39M to $49M.
Where does The Lick-Wilmerding High School Retirement Plan rank by assets among Form 5500 filers? ▼
The Lick-Wilmerding High School 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 The Lick-Wilmerding High School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kentucky Country Day School 403(b) DC Plan in KY ($43M, 173 participants).
Which Other plans cover a similar participant headcount to The Lick-Wilmerding High School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (134 participants, $62M 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 941186156.

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.