Other · DOL Form 5500 · 2023
The Waverly School Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $114,579
- Avg per participant Below avg balance/head
Official DOL plan name: The Waverly School Defined Contribution Plan · Sponsored by The Waverly School · California · Educational Services
$8M in assets, 67 participants
The Waverly School's The Waverly School Defined Contribution Plan reported $8M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #1,368 in Educational Services (3,735 peers)
The Waverly School multi-year trail
The Waverly School's plans moved +29.5% in assets from 2022 to 2024; this filing shows The Waverly School Defined Contribution Plan at $8M / 67 participants.
- #1,368
- in Educational Services (3,735 peers)
- +13.8%
- assets growth YoY
The Waverly School Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers
The Waverly School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,676,776 Top 47% higher than 53% 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
The Waverly School Defined Contribution 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. The Waverly School Defined Contribution Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Waverly School Defined Contribution Plan reported net income rose from -$785K in the plan year 2022 filing to $933K in the plan year 2023 filing.
- The Waverly School Defined Contribution Plan reported participants rose from 57 in the plan year 2022 filing to 67 in the plan year 2023 filing.
- The Waverly School Defined Contribution Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 954869859 · The Waverly School PY 2023 · Other
The Waverly School Defined Contribution Plan · $8M · 67 · 53rd
- EBSA $8M
- EBSA 67
- EBSA 53rd
- EBSA Other
- EBSA near Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan
- EBSA ind #1368
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 Waverly School Defined Contribution Plan in the asset neighbourhood
The Waverly School multi-year asset trail
Sponsor-wide plan assets over time
All The Waverly School plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 29.467515409009366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $7M |
| 2023 | 1 | 67 | $8M |
| 2024 | 1 | 66 | $9M |
The Waverly School filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $933K |
| Employer EIN | 954869859 |
| Plan Effective Date | 2003-01-01 |
| 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
The Waverly School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN ($8M); by covered participants it is The Roxbury Latin School 403(b) Retirement Plan in MA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.