Other · DOL Form 5500 · 2023
Westside Neighborhood School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $107,337
- Avg per participant Below avg balance/head
Official DOL plan name: Westside Neighborhood School 403(b) DC Plan · Sponsored by Westside Neighborhood School · California · Educational Services
$16M in assets, 150 participants
Westside Neighborhood School's Westside Neighborhood School 403(b) DC Plan reported $16M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,908 in Educational Services (3,735 peers)
Coverage in California
Westside Neighborhood School 403(b) DC Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $16M.
- #1,908
- in Educational Services (3,735 peers)
- +37.3%
- assets growth YoY
Westside Neighborhood School 403(b) DC Plan's outsized position by total assets
Westside Neighborhood School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,100,552 Top 31% higher than 69% 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
Westside Neighborhood School 403(b) 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. Westside Neighborhood School 403(b) DC Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westside Neighborhood School 403(b) DC Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Westside Neighborhood School 403(b) DC Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Westside Neighborhood School 403(b) DC Plan reported participants fell from 187 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 953551091 · Westside Neighborhood School PY 2023 · Other
Westside Neighborhood School 403(b) DC Plan · $16M · 150 · 69th
- VS-ST $16M
- VS-ST 150
- VS-ST 69th
- VS-ST Other
- VS-ST near Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan
- VS-ST ind #1908
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 →
Westside Neighborhood School 403(b) DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 953551091 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westside Neighborhood School)
Sponsor-wide plan assets over time
All Westside Neighborhood School plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 58.25223497613003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 187 | $12M |
| 2023 | 1 | 150 | $16M |
| 2024 | 1 | 156 | $19M |
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
Westside Neighborhood School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan in NY ($16M); 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 ($16M here).
- Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan (NY) $16M · 523
- Lower Eastside Service Center Inc Fixed Annuity Retirement Plan (NY) $16M · 157
- Visions/Services for the Blind and Visually Impaired Retirement Plan (NY) $16M · 115
- Alcuin School Defined Contribution Retirement Plan (TX) $16M · 123
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.