Other · DOL Form 5500 · 2023
The Thacher School Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 222
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $185,887
- Avg per participant Above avg balance/head
Official DOL plan name: The Thacher School DC Retirement Plan · Sponsored by The Thacher School · California · Educational Services
$41M in assets, 222 participants
The Thacher School's The Thacher School DC Retirement Plan reported $41M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,622 in Educational Services (3,735 peers)
Coverage in California
The Thacher School DC Retirement Plan covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $41M.
- #2,622
- in Educational Services (3,735 peers)
- +17.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Thacher School DC Retirement Plan's outsized position by total assets
The Thacher School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,266,909 Top 17% higher than 83% 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 Thacher School DC 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 Thacher School DC Retirement Plan sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Thacher School DC Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Thacher School DC Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- The Thacher School DC Retirement Plan reported participants rose from 201 in the plan year 2022 filing to 222 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951642398 · The Thacher School PY 2023 · Other
The Thacher School DC Retirement Plan · $41M · 222 · 83rd
- EBSA $41M
- PART 222
- TYPE 83rd
- NET Other
- BOOK near Huggins Hospital Retirement Savings Plan
- VS-ST ind #2622
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 Thacher School DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $6M |
| Employer EIN | 951642398 |
| Plan Effective Date | 1935-12-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Thacher School)
Sponsor-wide plan assets over time
All The Thacher School plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 23.27195518893636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $35M |
| 2023 | 1 | 222 | $41M |
| 2024 | 1 | 137 | $43M |
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 Thacher School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Huggins Hospital Retirement Savings Plan in NH ($41M); by covered participants it is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in PA (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Huggins Hospital Retirement Savings Plan (NH) $41M · 637
- Warren Wilson College 403(b) DC Plan (NC) $41M · 222
- Lightwave Dental Retirement Plan (VA) $41M · N/A
- Oaks Integrated Care, Inc. 403(b) Savings Plan (NJ) $41M · 1,202
Similar participant headcount
Nearest other-state filings by covered participants (222 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.