Other · DOL Form 5500 · 2023

Jesuit High School of Sacramento Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
124
Participants Small participant base
76th
Percentile by assets National rank
$194,855
Avg per participant Above avg balance/head
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Official DOL plan name: Jesuit High School of Sacramento Employee Retirement Plan · Sponsored by Jesuit High School of Sacramento · California · Educational Services

$24M in assets, 124 participants

Jesuit High School of Sacramento's Jesuit High School of Sacramento Employee Retirement Plan reported $24M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,240 in Educational Services (3,735 peers)

Coverage in California

Jesuit High School of Sacramento Employee Retirement Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $24M.

#2,240
in Educational Services (3,735 peers)
+20.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jesuit High School of Sacramento Employee Retirement Plan's outsized position by total assets

Jesuit High School of Sacramento Employee Retirement Plan vs every filed plan by assets

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

$24,162,073 Top 24% higher than 76% 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

Jesuit High School of Sacramento Employee 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. Jesuit High School of Sacramento Employee Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jesuit High School of Sacramento Employee Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jesuit High School of Sacramento Employee Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Jesuit High School of Sacramento Employee Retirement Plan reported participants fell from 129 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941525873 · Jesuit High School of Sacramento PY 2023 · Other

Jesuit High School of Sacramento Employee Retirement Plan · $24M · 124 · 76th

  • EOY $24M
  • 5500 124
  • ASSETS 76th
  • PCT Other
  • EIN near Bipartisan Policy Center 403(b) Retirement Plan
  • RANK ind #2240

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 →

Jesuit High School of Sacramento Employee Retirement Plan in the asset neighbourhood

Newberry Library DC Retirement PlanNewberry Library DC Retireme…$24MDedham Country Day School DC Retirement PlanDedham Country Day School DC…$24MBipartisan Policy Center 403(b) Retirement PlanBipartisan Policy Center 403…$24MJesuit High School of Sacramento Employee Retirement PlanJesuit High School of Sacram…$24MRobert R. Mccormick Foundations 403(b) PlanRobert R. Mccormick Foundati…$24M
End-of-year total assets ($M) among Jesuit High School of Sacramento Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN941525873
Plan Effective Date2002-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jesuit High School of Sacramento)

Sponsor-wide plan assets over time

All Jesuit High School of Sacramento plans reported in each filing year

Latest sponsor-wide plan assets
$27M 6.915052543624334% vs 2022
2024 filing year
$23M$24M$25M$26M$27M$28M 202220232024 $25.5M $27.2M ▲ +6.9%
Year Plans Participants Total Assets
2022 2 256 $25M
2023 1 124 $24M
2024 1 130 $27M

Nearby Other Plans in California

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

Jesuit High School of Sacramento Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Jesuit High School of Sacramento Employee Retirement Plan, Total assets ($B): 0.024162073 · Participants: 124Jesuit High School of Sacramento Employee 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
Jesuit High School of Sacramento Employee Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Jesuit High School of Sacramento Employee Retirement Plan side-by-side with 3 peers →

Jesuit High School of Sacramento Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Bipartisan Policy Center 403(b) Retirement Plan in DC ($24M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Jesuit High School of Sacramento Employee Retirement Plan assets move in 2023? ▼
Jesuit High School of Sacramento Employee Retirement Plan grew sharply - up 20.7% during 2023, from $20M to $24M. Reported net income was $4M.
How have Jesuit High School of Sacramento plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jesuit High School of Sacramento's sponsor-wide assets grew 6.9%, from $25M to $27M.
Where does Jesuit High School of Sacramento Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Jesuit High School of Sacramento Employee Retirement Plan ranks in the 76th 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 Jesuit High School of Sacramento Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bipartisan Policy Center 403(b) Retirement Plan in DC ($24M, 197 participants).
Which Other plans cover a similar participant headcount to Jesuit High School of Sacramento Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 participants, $4M 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 941525873.

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.