Other · DOL Form 5500 · 2023

The Seven Hills School Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
96
Participants Small participant base
75th
Percentile by assets National rank
$242,193
Avg per participant Above avg balance/head
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Official DOL plan name: The Seven Hills School Retirement Plan · Sponsored by The Seven Hills School · California · Educational Services

$23M in assets, 96 participants

The Seven Hills School's The Seven Hills School Retirement Plan reported $23M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,205 in Educational Services (3,735 peers)

Where The Seven Hills School Retirement Plan sits by assets

The Seven Hills School Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 96 participants (~$242,193/participant), up 18.4% in 2023.

#2,205
in Educational Services (3,735 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Seven Hills School Retirement Plan's outsized position by total assets

The Seven Hills School Retirement Plan vs every filed plan by assets

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

$23,250,537 Top 25% higher than 75% 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 Seven Hills School 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. The Seven Hills School Retirement Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Seven Hills School Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Seven Hills School Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The Seven Hills School Retirement Plan reported participants fell from 99 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941628213 · The Seven Hills School PY 2023 · Other

The Seven Hills School Retirement Plan · $23M · 96 · 75th

  • EBSA $23M
  • PART 96
  • TYPE 75th
  • NET Other
  • BOOK near Morselife Tax Deferred Annuity Plan
  • VS-ST ind #2205

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 →

The Seven Hills School Retirement Plan in the asset neighbourhood

Davis & Elkins College Defined Contribution Retirement PlanDavis & Elkins College Defin…$23MThe Seven Hills School Retirement PlanThe Seven Hills School Retir…$23MMorselife Tax Deferred Annuity PlanMorselife Tax Deferred Annui…$23MThe Lexington School Retirement PlanThe Lexington School Retirem…$23MKvc 403(b) Retirement Plan$23M
End-of-year total assets ($M) among The Seven Hills School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN941628213
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Seven Hills School)

Sponsor-wide plan assets over time

All The Seven Hills School plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.79059140400854% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.6M $25.1M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 99 $20M
2023 1 96 $23M
2024 1 105 $25M

Nearby Other Plans in California

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

The Seven Hills School Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Seven Hills School Retirement Plan, Total assets ($B): 0.023250537 · Participants: 96The Seven Hills School 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 Seven Hills School Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Seven Hills School Retirement Plan side-by-side with 3 peers →

The Seven Hills School Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Morselife Tax Deferred Annuity Plan in FL ($23M); by covered participants it is National Society Daughters of the American Revolution 403(b) Plan in DC (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Seven Hills School Retirement Plan assets move in 2023? ▼
The Seven Hills School Retirement Plan grew sharply - up 18.4% during 2023, from $20M to $23M. Reported net income was $4M.
How have The Seven Hills School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Seven Hills School's sponsor-wide assets grew 27.8%, from $20M to $25M.
Where does The Seven Hills School Retirement Plan rank by assets among Form 5500 filers? ▼
The Seven Hills School Retirement Plan ranks in the 75th 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 The Seven Hills School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Morselife Tax Deferred Annuity Plan in FL ($23M, 1,340 participants).
Which Other plans cover a similar participant headcount to The Seven Hills School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is National Society Daughters of the American Revolution 403(b) Plan in DC (96 participants, $14M 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 941628213.

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.