Other · DOL Form 5500 · 2023
Marin Country Day School Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $300,781
- Avg per participant High balance/head
Official DOL plan name: Marin Country Day School Defined Contribution 403(b) Retirement Plan · Sponsored by Marin Country Day School · California · Educational Services
$59M in assets, 195 participants
Marin Country Day School's Marin Country Day School Defined Contribution 403(b) Retirement Plan reported $59M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,868 in Educational Services (3,735 peers)
Coverage in California
Marin Country Day School Defined Contribution 403(b) Retirement Plan covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $59M.
- #2,868
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Marin Country Day School Defined Contribution 403(b) Retirement Plan's outsized position by total assets
Marin Country Day School Defined Contribution 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,652,322 Top 13% higher than 87% 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
Marin Country Day School Defined Contribution 403(b) 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. Marin Country Day School Defined Contribution 403(b) Retirement Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marin Country Day School Defined Contribution 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Marin Country Day School Defined Contribution 403(b) Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Marin Country Day School Defined Contribution 403(b) Retirement Plan reported participants fell from 197 in the plan year 2022 filing to 195 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 941375791 · Marin Country Day School PY 2023 · Other
Marin Country Day School Defined Contribution 403(b) Retirement Plan · $59M · 195 · 87th
- EIN $59M
- EIN 195
- EIN 87th
- EIN Other
- EIN near Optical Society of America Defined Contribution Retirement Plan
- EIN ind #2868
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 →
Marin Country Day School Defined Contribution 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $8M |
| Employer EIN | 941375791 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marin Country Day School)
Sponsor-wide plan assets over time
All Marin Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 29.87159396941239% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 197 | $50M |
| 2023 | 1 | 195 | $59M |
| 2024 | 1 | 204 | $65M |
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
Marin Country Day School Defined Contribution 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Optical Society of America Defined Contribution Retirement Plan in DC ($59M); by covered participants it is Mcpherson College 403(b) Plan in KS (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Mcpherson College 403(b) Plan (KS) 195 · 0 off
- Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan (MA) 195 · 0 off
- Greater Chicago Food Depository Retirement Savings Plan (IL) 195 · 0 off
- Calhoun School 403(b) DC Plan (NY) 195 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.