401(k) · DOL Form 5500 · 2023

Almaden Country Day School 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
100
Participants Small participant base
60th
Percentile by assets National rank
$104,033
Avg per participant Below avg balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Almaden Country Day School · Sponsored by Almaden Country Day School · California · Educational Services

$10M in assets, 100 participants

Almaden Country Day School's 401(k) Profit Sharing Plan for Employees of Almaden Country Day School reported $10M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,595 in Educational Services (3,735 peers)

Coverage in California

401(k) Profit Sharing Plan for Employees of Almaden Country Day School covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $10M.

#1,595
in Educational Services (3,735 peers)
+30.5%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Almaden Country Day School's mid-pack asset rank among Educational Services and all filers

401(k) Profit Sharing Plan for Employees of Almaden Country Day School vs every filed plan by assets

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

$10,403,306 Top 40% higher than 60% 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

401(k) Profit Sharing Plan for Employees of Almaden Country Day School among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Plan for Employees of Almaden Country Day School is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit Sharing Plan for Employees of Almaden Country Day School reported net income rose from -$971K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Almaden Country Day School end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Almaden Country Day School reported participants rose from 78 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770451623 · Almaden Country Day School PY 2023 · 401(k)

401(k) Profit Sharing Plan for Employees of Almaden Country Day School · $10M · 100 · 60th

  • RANK $10M
  • PHOTO 100
  • IND 60th
  • EOY 401(k)
  • 5500 near Ovitas Inc. 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #1595

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 →

401(k) Profit Sharing Plan for Employees of Almaden Country Day School in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Almaden Country Day School401(k) Profit Sharing Plan f…$10MOvitas Inc. 401(k) Profit Sharing Plan and TrustOvitas Inc. 401(k) Profit Sh…$10MAbrams & Bayliss LLP 401(k) Retirement PlanAbrams & Bayliss LLP 401(k) …$10MGrace Hill 401(k) Plan$10MPencom Systems Incorporated Profit Sharing PlanPencom Systems Incorporated …$10M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Almaden Country Day School and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN770451623
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Almaden Country Day School)

Sponsor-wide plan assets over time

All Almaden Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$13M 62.16371456629513% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.97M $12.9M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 78 $8M
2023 1 100 $10M
2024 1 95 $13M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Profit Sharing Plan for Employees of Almaden Country Day School vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Almaden Country Day School, Total assets ($B): 0.010403306 · Participants: 100401(k) Profit Sharing Plan for Employees of Almaden Country Day SchoolWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
401(k) Profit Sharing Plan for Employees of Almaden Country Day School vs. nearby 401(k) plans in California, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Almaden Country Day School side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Almaden Country Day School's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ovitas Inc. 401(k) Profit Sharing Plan and Trust in MA ($10M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 401(k) Profit Sharing Plan for Employees of Almaden Country Day School assets move in 2023? ▼
401(k) Profit Sharing Plan for Employees of Almaden Country Day School surged - up 30.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Almaden Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Almaden Country Day School's sponsor-wide assets grew 62.2%, from $8M to $13M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Almaden Country Day School? ▼
Among 401(k) plans in other states, the closest by assets is Ovitas Inc. 401(k) Profit Sharing Plan and Trust in MA ($10M, 15 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Almaden Country Day School? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 770451623.

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.