Other · DOL Form 5500 · 2023
The King's Academy Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $115,609
- Avg per participant Below avg balance/head
Official DOL plan name: The King's Academy 403(b) Retirement Plan · Sponsored by The King's Academy · California · Other Services
$16M in assets, 140 participants
The King's Academy's The King's Academy 403(b) Retirement Plan reported $16M in total assets and 140 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.
- #6,493 in Other Services (7,857 peers)
Coverage in California
The King's Academy 403(b) Retirement Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $16M.
- #6,493
- in Other Services (7,857 peers)
- +20.1%
- assets growth YoY
The King's Academy 403(b) Retirement Plan's outsized position by total assets
The King's Academy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,185,316 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
The King's Academy 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. The King's Academy 403(b) Retirement Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The King's Academy 403(b) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The King's Academy 403(b) Retirement Plan reported participants fell from 213 in the plan year 2022 filing to 140 in the plan year 2023 filing.
- The King's Academy 403(b) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 770287771 · The King's Academy PY 2023 · Other
The King's Academy 403(b) Retirement Plan · $16M · 140 · 69th
- NET $16M
- NET 140
- NET 69th
- NET Other
- NET near Academy of Notre Dame De Namur Defined Contribution Retirement Plan
- NET ind #6493
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 King's Academy 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 770287771 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The King's Academy)
Sponsor-wide plan assets over time
All The King's Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 28.501710666976116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $13M |
| 2023 | 1 | 140 | $16M |
| 2024 | 1 | 169 | $17M |
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
The King's Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Academy of Notre Dame De Namur Defined Contribution Retirement Plan in PA ($16M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Academy of Notre Dame De Namur Defined Contribution Retirement Plan (PA) $16M · 138
- Csac 403(b) Retirement Plan (VT) $16M · 243
- Cns Healthcare 403(b) Plan (MI) $16M · 400
- Health Management Services Pension Plan (MA) $16M · 302
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Staten Island Academy Defined Contribution Retirement Plan (NY) 140 · 0 off
- Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan (DC) 140 · 0 off
- General John J. Pershing Memorial Hospital Association 403(b) Plan (MO) 140 · 0 off
- Visiting Nurse Association and Hospice of Vermont and New Hampshire, Inc. 403(b) Plan (VT) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.