401(k) · DOL Form 5500 · 2023

Menlo College 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
130
Participants Small participant base
80th
Percentile by assets National rank
$238,730
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Menlo College 403(b) Retirement Plan · Sponsored by Menlo College · California · Educational Services

$31M in assets, 130 participants

Menlo College's Menlo College 403(b) Retirement Plan reported $31M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,429 in Educational Services (3,735 peers)

Coverage in California

Menlo College 403(b) Retirement Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $31M.

#2,429
in Educational Services (3,735 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Menlo College 403(b) Retirement Plan's outsized position by total assets

Menlo College 403(b) Retirement Plan vs every filed plan by assets

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

$31,034,841 Top 20% higher than 80% 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

Menlo College 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. Menlo College 403(b) Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Menlo College 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Menlo College 403(b) Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Menlo College 403(b) Retirement Plan reported participants rose from 123 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943204136 · Menlo College PY 2023 · 401(k)

Menlo College 403(b) Retirement Plan · $31M · 130 · 80th

  • BOY $31M
  • SCH 130
  • EBSA 80th
  • PART 401(k)
  • TYPE near Hammond Group, Inc. 401(k) and Thrift Plan
  • NET ind #2429

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 →

Menlo College 403(b) Retirement Plan in the asset neighbourhood

Hammond Group, Inc. 401(k) and Thrift PlanHammond Group, Inc. 401(k) a…$31MMenlo College 403(b) Retirement PlanMenlo College 403(b) Retirem…$31MMassachusetts Defined Contribution Core PlanMassachusetts Defined Contri…$31MTomra of North America, Inc. 401(k) Svgs & Profit Sharing PlanTomra of North America, Inc.…$31MWnba Players Retirement and 401(k) Savings PlanWnba Players Retirement and …$31M
End-of-year total assets ($M) among Menlo College 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN943204136
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Menlo College)

Sponsor-wide plan assets over time

All Menlo College plans reported in each filing year

Latest sponsor-wide plan assets
$33M 27.634185876716767% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.1M $33.3M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 123 $26M
2023 1 130 $31M
2024 2 245 $33M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Menlo College 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Menlo College 403(b) Retirement Plan, Total assets ($B): 0.031034841 · Participants: 130Menlo College 403(b) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Menlo College 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Menlo College 403(b) Retirement Plan side-by-side with 3 peers →

Menlo College 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hammond Group, Inc. 401(k) and Thrift Plan in IN ($31M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Menlo College 403(b) Retirement Plan assets move in 2023? ▼
Menlo College 403(b) Retirement Plan grew sharply - up 19.1% during 2023, from $26M to $31M. Reported net income was $5M.
How have Menlo College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menlo College's sponsor-wide assets grew 27.6%, from $26M to $33M.
Where does Menlo College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Menlo College 403(b) Retirement Plan ranks in the 80th 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 401(k) plans are similar in size to Menlo College 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hammond Group, Inc. 401(k) and Thrift Plan in IN ($31M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Menlo College 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 943204136.

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.