Other · DOL Form 5500 · 2023

Mwla, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
78
Participants Small participant base
60th
Percentile by assets National rank
$134,468
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Turning Point School Defined Contribution Retirement Plan · Sponsored by Mwla, Inc. · California · Educational Services

$10M in assets, 78 participants

Mwla, Inc.'s Turning Point School Defined Contribution Retirement Plan reported $10M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,603 in Educational Services (3,735 peers)

Mwla, Inc. multi-year trail

Mwla, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Turning Point School Defined Contribution Retirement Plan at $10M / 78 participants.

#1,603
in Educational Services (3,735 peers)
+15.3%
assets growth YoY

Turning Point School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Turning Point School Defined Contribution Retirement Plan vs every filed plan by assets

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

$10,488,500 Top 40% higher than 60% 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

Turning Point School Defined Contribution Retirement 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. Turning Point School Defined Contribution Retirement Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turning Point School Defined Contribution Retirement Plan reported net income rose from -$873K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Turning Point School Defined Contribution Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Turning Point School Defined Contribution Retirement Plan reported participants rose from 70 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952668485 · Mwla, Inc. PY 2023 · Other

Turning Point School Defined Contribution Retirement Plan · $10M · 78 · 60th

  • TYPE $10M
  • NET 78
  • BOOK 60th
  • VS-ST Other
  • BOY near Greater Springfield Senior Services 403(b) Thrift Plan
  • SCH ind #1603

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 →

Turning Point School Defined Contribution Retirement Plan in the asset neighbourhood

Turning Point School Defined Contribution Retirement PlanTurning Point School Defined…$10MGreater Springfield Senior Services 403(b) Thrift PlanGreater Springfield Senior S…$10MHeinzerling Community 403(b) PlanHeinzerling Community 403(b)…$10M403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.403(b) Thrift Plan for Emplo…$10MMelwood Horticultural Training Center Inc. Retirement PlanMelwood Horticultural Traini…$10M
End-of-year total assets ($M) among Turning Point School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mwla, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mwla, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 28.186461751463792% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.09M $11.7M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 70 $9M
2023 1 78 $10M
2024 1 70 $12M

Mwla, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN952668485
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Turning Point School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Turning Point School Defined Contribution Retirement Plan, Total assets ($B): 0.0104885 · Participants: 78Turning Point 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
Turning Point School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Outside California, the nearest Other by assets is Greater Springfield Senior Services 403(b) Thrift Plan in MA ($10M); by covered participants it is Chapel Hill - Chauncy Hall School 403(b) Plan in MA (78 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 Turning Point School Defined Contribution Retirement Plan assets move in 2023?
Turning Point School Defined Contribution Retirement Plan grew sharply - up 15.3% during 2023, from $9M to $10M. Reported net income was $1M.
How have Mwla, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mwla, Inc.'s sponsor-wide assets grew 28.2%, from $9M to $12M.
Which Other plans are similar in size to Turning Point School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Greater Springfield Senior Services 403(b) Thrift Plan in MA ($10M, 210 participants).
Which Other plans cover a similar participant headcount to Turning Point School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Chapel Hill - Chauncy Hall School 403(b) Plan in MA (78 participants, $15M in assets).