401(k) · DOL Form 5500 · 2023

Kipp Socal Public Schools 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
1,354
Participants Near avg headcount
82nd
Percentile by assets National rank
$27,158
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kipp Socal Public Schools 401(k) Plan · Sponsored by Kipp Socal Public Schools · California · Educational Services

$37M in assets, 1,354 participants

Kipp Socal Public Schools's Kipp Socal Public Schools 401(k) Plan reported $37M in total assets and 1,354 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,539 in Educational Services (3,735 peers)

Coverage in California

Kipp Socal Public Schools 401(k) Plan covers 1,354 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $37M.

#2,539
in Educational Services (3,735 peers)
+26.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kipp Socal Public Schools 401(k) Plan's outsized position by total assets

Kipp Socal Public Schools 401(k) Plan vs every filed plan by assets

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

$36,772,103 Top 18% higher than 82% 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

Kipp Socal Public Schools 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kipp Socal Public Schools 401(k) Plan lands in the large band (1,354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kipp Socal Public Schools 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Kipp Socal Public Schools 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Kipp Socal Public Schools 401(k) Plan reported participants rose from 1,244 in the plan year 2022 filing to 1,354 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261607268 · Kipp Socal Public Schools PY 2023 · 401(k)

Kipp Socal Public Schools 401(k) Plan · $37M · 1,354 · 82nd

  • BOOK $37M
  • BOOK 1,354
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near The Claflin Company Savings & Retirement Plan
  • BOOK ind #2539

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 →

Kipp Socal Public Schools 401(k) Plan in the asset neighbourhood

Th Foods, Inc. 401(k) Plan$37MNiles Bolton Associates, Inc. Incentive Savings PlanNiles Bolton Associates, Inc…$37MKipp Socal Public Schools 401(k) PlanKipp Socal Public Schools 40…$37MThe Claflin Company Savings & Retirement PlanThe Claflin Company Savings …$37MAstrazeneca Savings and Security Plan for Puerto Rico EmployeesAstrazeneca Savings and Secu…$37M
End-of-year total assets ($M) among Kipp Socal Public Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN261607268
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kipp Socal Public Schools)

Sponsor-wide plan assets over time

All Kipp Socal Public Schools plans reported in each filing year

Latest sponsor-wide plan assets
$47M 60.54396102688322% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $29.1M $46.7M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 1,244 $29M
2023 1 1,354 $37M
2024 1 1,473 $47M

Nearby 401(k) Plans in California

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

Kipp Socal Public Schools 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kipp Socal Public Schools 401(k) Plan, Total assets ($B): 0.036772103 · Participants: 1354Kipp Socal Public Schools 401(k) PlanWells 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
Kipp Socal Public Schools 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kipp Socal Public Schools 401(k) Plan side-by-side with 3 peers →

Kipp Socal Public Schools 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Claflin Company Savings & Retirement Plan in RI ($37M); by covered participants it is Whittier Employee Resources Inc. 401(k) Plan in MA (1,354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,354 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 Kipp Socal Public Schools 401(k) Plan assets move in 2023? ▼
Kipp Socal Public Schools 401(k) Plan grew sharply - up 26.4% during 2023, from $29M to $37M. Reported net income was $8M.
How have Kipp Socal Public Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kipp Socal Public Schools's sponsor-wide assets grew 60.5%, from $29M to $47M.
Where does Kipp Socal Public Schools 401(k) Plan rank by assets among Form 5500 filers? ▼
Kipp Socal Public Schools 401(k) Plan ranks in the 82nd 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 401(k) plans are similar in size to Kipp Socal Public Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Claflin Company Savings & Retirement Plan in RI ($37M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Kipp Socal Public Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whittier Employee Resources Inc. 401(k) Plan in MA (1,354 participants, $35M 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 261607268.

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.