Other · DOL Form 5500 · 2023
Castilleja School Foundation Retirement Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $401,504
- Avg per participant High balance/head
Official DOL plan name: Castilleja School Foundation DC Plan · Sponsored by Castilleja School Foundation · California · Educational Services
$60M in assets, 150 participants
Castilleja School Foundation's Castilleja School Foundation DC Plan reported $60M in total assets and 150 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.
- #2,891 in Educational Services (3,735 peers)
Coverage in California
Castilleja School Foundation DC Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $60M.
- #2,891
- in Educational Services (3,735 peers)
- +16.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Castilleja School Foundation DC Plan's outsized position by total assets
Castilleja School Foundation DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$60,225,630 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
Castilleja School Foundation DC 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. Castilleja School Foundation DC Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Castilleja School Foundation DC Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Castilleja School Foundation DC Plan end-of-year assets rose from $52M in the plan year 2022 filing to $60M in the plan year 2023 filing.
- Castilleja School Foundation DC Plan reported participants rose from 144 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 940373222 · Castilleja School Foundation PY 2023 · Other
Castilleja School Foundation DC Plan · $60M · 150 · 87th
- IND $60M
- IND 150
- IND 87th
- IND Other
- IND near Hiram College Retirement Plan
- IND ind #2891
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 →
Castilleja School Foundation DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $8M |
| Employer EIN | 940373222 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castilleja School Foundation)
Sponsor-wide plan assets over time
All Castilleja School Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 28.515882988481312% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $52M |
| 2023 | 1 | 150 | $60M |
| 2024 | 1 | 131 | $67M |
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
Castilleja School Foundation DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Hiram College Retirement Plan in OH ($60M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Training Education and Manpower, Inc. Retirement Plan (CT) 150 · 0 off
- Community Health Partners, Inc. 403(b) Tax-Deferred Plan (MT) 150 · 0 off
- Pact 403(b) Retirement Plan (DC) 150 · 0 off
- Annandale at Suwanee, Inc. 403(b) Plan (GA) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.