Other · DOL Form 5500 · 2023

Drew School Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 61
Participants Small participant base: 70th
Percentile by assets National rank: $288,252
Avg per participant High balance/head

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Official DOL plan name: Drew School Defined Contribution Retirement Plan · Sponsored by Drew School · California · Educational Services

$18M in assets, 61 participants

Drew School's Drew School Defined Contribution Retirement Plan reported $18M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#1,974 in Educational Services (3,735 peers)

2023 asset change

Drew School Defined Contribution Retirement Plan grew sharply 21.8% in 2023 ($14M → $18M) for 61 participants.

#1,974
in Educational Services (3,735 peers): +21.8%
assets growth YoY

Drew School Defined Contribution Retirement Plan's outsized position by total assets

Drew School Defined Contribution Retirement Plan vs every filed plan by assets

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

$17,583,399 Top 30% higher than 70% 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

Drew 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. Drew School Defined Contribution Retirement Plan is a small filing (61 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 942219550 · Drew School PY 2023 · Other

Drew School Defined Contribution Retirement Plan · $18M · 61 · 70th

PART $18M
TYPE 61
NET 70th
BOOK Other
VS-ST near Maumee Valley Country Day School DC Retirement Plan
BOY ind #1974

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 →

End-of-year total assets ($M) among Drew School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Drew School years around the 2023 move

Latest sponsor-wide plan assets: $19M 7.075480684934693% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	61	$18M
2024	1	60	$19M

2023 asset-move particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$18M
Net Income	$3M
Employer EIN	942219550
Plan Effective Date	1974-09-01
Filing Status	FILING RECEIVED

Nearby Other Plans in California

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

Drew School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Drew School Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Maumee Valley Country Day School DC Retirement Plan in OH ($18M); by covered participants it is Dayspring Homes, Inc. 403(b) Plan in PA (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Maumee Valley Country Day School DC Retirement Plan (OH) $18M · 100
Dillard University 403(b) DC Plan (LA) $18M · 327
Spartanburg Day School Defined Contribution Retirement Plan (SC) $18M · 103
The Society for the Preservation of New England an Defined Contribution Retirement Plan (MA) $18M · 80

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

Dayspring Homes, Inc. 403(b) Plan (PA) 61 · 0 off
Knight Foundation Section 403(b) Plan (FL) 61 · 0 off
Kaboom! Inc. 403(b) Retirement Plan (MD) 61 · 0 off
Keiro Northwest 403(b) Plan (WA) 61 · 0 off

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 Drew School Defined Contribution Retirement Plan assets move in 2023? ▼

Drew School Defined Contribution Retirement Plan grew sharply - up 21.8% during 2023, from $14M to $18M. Reported net income was $3M.

How have Drew School plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Drew School's sponsor-wide assets grew 7.1%, from $18M to $19M.

Which Other plans are similar in size to Drew School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Maumee Valley Country Day School DC Retirement Plan in OH ($18M, 100 participants).

Which Other plans cover a similar participant headcount to Drew School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Dayspring Homes, Inc. 403(b) Plan in PA (61 participants, $427K 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 942219550.