Other · DOL Form 5500 · 2023

The Trust for Public Land Retirement Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
340
Participants Below avg headcount
90th
Percentile by assets National rank
$238,953
Avg per participant Above avg balance/head
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Official DOL plan name: The Trust for Public Land Tax-Deferred Retirement Plan · Sponsored by The Trust for Public Land · California · Other Services

$81M in assets, 340 participants

The Trust for Public Land's The Trust for Public Land Tax-Deferred Retirement Plan reported $81M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,543 in Other Services (7,857 peers)

Where The Trust for Public Land Tax-Deferred Retirement Plan sits by assets

The Trust for Public Land Tax-Deferred Retirement Plan sits in the top 10% of all filed plans by assets, $81M for 340 participants (~$238,953/participant), up 18.0% in 2023.

#7,543
in Other Services (7,857 peers)
+18.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Trust for Public Land Tax-Deferred Retirement Plan's outsized position by total assets

The Trust for Public Land Tax-Deferred Retirement Plan vs every filed plan by assets

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

$81,243,915 Top 10% higher than 90% 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

The Trust for Public Land Tax-Deferred 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 Trust for Public Land Tax-Deferred Retirement Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Trust for Public Land Tax-Deferred Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Trust for Public Land Tax-Deferred Retirement Plan end-of-year assets rose from $69M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • The Trust for Public Land Tax-Deferred Retirement Plan reported participants rose from 311 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237222333 · The Trust for Public Land PY 2023 · Other

The Trust for Public Land Tax-Deferred Retirement Plan · $81M · 340 · 90th

  • BOY $81M
  • SCH 340
  • EBSA 90th
  • PART Other
  • TYPE near Springside Chestnut Hill Academy 403(b) Retirement Plan
  • NET ind #7543

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 Other Services retirement plans → · Plans in California →

The Trust for Public Land Tax-Deferred Retirement Plan in the asset neighbourhood

The Trust for Public Land Tax-Deferred Retirement PlanThe Trust for Public Land Ta…$81MSpringside Chestnut Hill Academy 403(b) Retirement PlanSpringside Chestnut Hill Aca…$81MFlorida Southern College Defined Contribution Retirement PlanFlorida Southern College Def…$81MGroup Health Cooperative of South Central Wisconsin 403(b) PlanGroup Health Cooperative of …$81MCarnegie Institute Defined Contribution and Tax Deferred Annuity Retirement PlanCarnegie Institute Defined C…$81M
End-of-year total assets ($M) among The Trust for Public Land Tax-Deferred Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$81M
Net Income$12M
Employer EIN237222333
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Trust for Public Land)

Sponsor-wide plan assets over time

All The Trust for Public Land plans reported in each filing year

Latest sponsor-wide plan assets
$95M 38.52462784718457% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.9M $95.4M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 311 $69M
2023 1 340 $81M
2024 1 364 $95M

Nearby Other Plans in California

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

The Trust for Public Land Tax-Deferred Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Trust for Public Land Tax-Deferred Retirement Plan, Total assets ($B): 0.081243915 · Participants: 340The Trust for Public Land Tax-Deferred 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
The Trust for Public Land Tax-Deferred Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Trust for Public Land Tax-Deferred Retirement Plan side-by-side with 3 peers →

The Trust for Public Land Tax-Deferred Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Springside Chestnut Hill Academy 403(b) Retirement Plan in PA ($81M); by covered participants it is Jacksonville Zoo Retirement Plan in FL (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 The Trust for Public Land Tax-Deferred Retirement Plan assets move in 2023? ▼
The Trust for Public Land Tax-Deferred Retirement Plan grew sharply - up 18.0% during 2023, from $69M to $81M. Reported net income was $12M.
How have The Trust for Public Land plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Trust for Public Land's sponsor-wide assets grew 38.5%, from $69M to $95M.
Where does The Trust for Public Land Tax-Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
The Trust for Public Land Tax-Deferred Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Trust for Public Land Tax-Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Springside Chestnut Hill Academy 403(b) Retirement Plan in PA ($81M, 236 participants).
Which Other plans cover a similar participant headcount to The Trust for Public Land Tax-Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Jacksonville Zoo Retirement Plan in FL (340 participants, $10M 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 237222333.

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.