Other · DOL Form 5500 · 2023

ACHIEVEKIDS Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
117
Participants Small participant base
54th
Percentile by assets National rank
$69,277
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Achievekids · Sponsored by ACHIEVEKIDS · California · Educational Services

$8M in assets, 117 participants

ACHIEVEKIDS's 403(b) Thrift Plan of Achievekids reported $8M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,397 in Educational Services (3,735 peers)

Coverage in California

403(b) Thrift Plan of Achievekids covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $8M.

#1,397
in Educational Services (3,735 peers)
+14.9%
assets growth YoY

403(b) Thrift Plan of Achievekids's mid-pack asset rank among Educational Services and all filers

403(b) Thrift Plan of Achievekids vs every filed plan by assets

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

$8,105,410 Top 46% higher than 54% 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

403(b) Thrift Plan of Achievekids 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. 403(b) Thrift Plan of Achievekids sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Achievekids reported net income rose from $691K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Achievekids reported participants rose from 85 in the plan year 2022 filing to 117 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Achievekids end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770412221 · ACHIEVEKIDS PY 2023 · Other

403(b) Thrift Plan of Achievekids · $8M · 117 · 54th

  • BOY $8M
  • BOY 117
  • BOY 54th
  • BOY Other
  • BOY near New York Shakespeare Festival 403(b) Plan
  • BOY ind #1397

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 →

403(b) Thrift Plan of Achievekids in the asset neighbourhood

403(b) Thrift Plan of Achievekids403(b) Thrift Plan of Achiev…$8MThe Maryhaven Retirement Plan$8MNew York Shakespeare Festival 403(b) PlanNew York Shakespeare Festiva…$8MMilwaukee Art Museum, Inc. Employees' Retirement Income PlanMilwaukee Art Museum, Inc. E…$8MThe Boston Home, Inc. Retirement Savings PlanThe Boston Home, Inc. Retire…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan of Achievekids and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN770412221
Plan Effective Date1980-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ACHIEVEKIDS)

Sponsor-wide plan assets over time

All ACHIEVEKIDS plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.224220618063452% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.06M $8.41M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 85 $7M
2023 1 117 $8M
2024 1 151 $8M

Nearby Other Plans in California

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

403(b) Thrift Plan of Achievekids vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Achievekids, Total assets ($B): 0.00810541 · Participants: 117403(b) Thrift Plan of AchievekidsStanford 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
403(b) Thrift Plan of Achievekids vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Achievekids side-by-side with 3 peers →

403(b) Thrift Plan of Achievekids's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is New York Shakespeare Festival 403(b) Plan in NY ($8M); by covered participants it is Tlc Operations, Inc. Retirement Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 403(b) Thrift Plan of Achievekids assets move in 2023? ▼
403(b) Thrift Plan of Achievekids grew at a solid clip - up 14.9% during 2023, from $7M to $8M. Reported net income was $1M.
How have ACHIEVEKIDS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ACHIEVEKIDS's sponsor-wide assets grew 19.2%, from $7M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan of Achievekids? ▼
Among Other plans in other states, the closest by assets is New York Shakespeare Festival 403(b) Plan in NY ($8M, 124 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Achievekids? ▼
Among Other plans in other states, the closest by covered participants is Tlc Operations, Inc. Retirement Plan in NC (117 participants, $3M 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 770412221.

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.