Other · DOL Form 5500 · 2023

Santa Catalina School Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
133
Participants Small participant base
83rd
Percentile by assets National rank
$313,751
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Catalina School DC Plan Retirement Plan · Sponsored by Santa Catalina School · California · Educational Services

$42M in assets, 133 participants

Santa Catalina School's Santa Catalina School DC Plan Retirement Plan reported $42M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,632 in Educational Services (3,735 peers)

Coverage in California

Santa Catalina School DC Plan Retirement Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $42M.

#2,632
in Educational Services (3,735 peers)
+13.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Santa Catalina School DC Plan Retirement Plan's outsized position by total assets

Santa Catalina School DC Plan Retirement Plan vs every filed plan by assets

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

$41,728,879 Top 17% higher than 83% 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

Santa Catalina School DC Plan 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. Santa Catalina School DC Plan Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Catalina School DC Plan Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Santa Catalina School DC Plan Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Santa Catalina School DC Plan Retirement Plan reported participants fell from 152 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941156652 · Santa Catalina School PY 2023 · Other

Santa Catalina School DC Plan Retirement Plan · $42M · 133 · 83rd

  • SCH $42M
  • EBSA 133
  • PART 83rd
  • TYPE Other
  • NET near Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program
  • BOOK ind #2632

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 →

Santa Catalina School DC Plan Retirement Plan in the asset neighbourhood

Rocky Mountain Institute Tax Sheltered Annuity PlanRocky Mountain Institute Tax…$42MEwing Marion Kauffman Foundation Tax Sheltered Annuity ProgramEwing Marion Kauffman Founda…$42MSanta Catalina School DC Plan Retirement PlanSanta Catalina School DC Pla…$42MMidwest Transplant Network, Inc. 403(b) Retirement PlanMidwest Transplant Network, …$42MThe New York Academy of Medicine Retirement PlanThe New York Academy of Medi…$42M
End-of-year total assets ($M) among Santa Catalina School DC Plan Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN941156652
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Catalina School)

Sponsor-wide plan assets over time

All Santa Catalina School plans reported in each filing year

Latest sponsor-wide plan assets
$44M 18.81708694220633% vs 2022
2024 filing year
$35M$40M$45M 202220232024 $36.8M $43.7M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 152 $37M
2023 1 133 $42M
2024 1 124 $44M

Nearby Other Plans in California

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

Santa Catalina School DC Plan Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Santa Catalina School DC Plan Retirement Plan, Total assets ($B): 0.041728879 · Participants: 133Santa Catalina School DC Plan 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
Santa Catalina School DC Plan Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Santa Catalina School DC Plan Retirement Plan side-by-side with 3 peers →

Santa Catalina School DC Plan Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program in MO ($42M); by covered participants it is University of Western States 403(b) Plan in OR (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Santa Catalina School DC Plan Retirement Plan assets move in 2023? ▼
Santa Catalina School DC Plan Retirement Plan grew at a solid clip - up 13.5% during 2023, from $37M to $42M. Reported net income was $5M.
How have Santa Catalina School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Catalina School's sponsor-wide assets grew 18.8%, from $37M to $44M.
Where does Santa Catalina School DC Plan Retirement Plan rank by assets among Form 5500 filers? ▼
Santa Catalina School DC Plan Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Santa Catalina School DC Plan Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program in MO ($42M, 101 participants).
Which Other plans cover a similar participant headcount to Santa Catalina School DC Plan Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Western States 403(b) Plan in OR (133 participants, $38M 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 941156652.

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.