Other · DOL Form 5500 · 2023

Marlborough School Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
133
Participants Small participant base
87th
Percentile by assets National rank
$447,877
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marlborough School Defined Contribution Retirement Plan · Sponsored by Marlborough School · California · Educational Services

$60M in assets, 133 participants

Marlborough School's Marlborough School Defined Contribution Retirement Plan reported $60M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,883 in Educational Services (3,735 peers)

Coverage in California

Marlborough School Defined Contribution Retirement Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $60M.

#2,883
in Educational Services (3,735 peers)
+17.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Marlborough School Defined Contribution Retirement Plan's outsized position by total assets

Marlborough School Defined Contribution Retirement Plan vs every filed plan by assets

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

$59,567,636 Top 13% higher than 87% 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

Marlborough School Defined Contribution 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. Marlborough School Defined Contribution Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marlborough School Defined Contribution Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Marlborough School Defined Contribution Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Marlborough School Defined Contribution Retirement Plan reported participants rose from 131 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952816435 · Marlborough School PY 2023 · Other

Marlborough School Defined Contribution Retirement Plan · $60M · 133 · 87th

  • SCH $60M
  • EBSA 133
  • PART 87th
  • TYPE Other
  • NET near Charlotte Latin Schools, Inc. Retirement Income Plan
  • BOOK ind #2883

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 →

Marlborough School Defined Contribution Retirement Plan in the asset neighbourhood

The Seven Hills School Retirement PlanThe Seven Hills School Retir…$60MMarlborough School Defined Contribution Retirement PlanMarlborough School Defined C…$60MCharlotte Latin Schools, Inc. Retirement Income PlanCharlotte Latin Schools, Inc…$60MSt. Xavier High School Defined Contribution Retirement PlanSt. Xavier High School Defin…$59MBay Path University 403(b) Retirement PlanBay Path University 403(b) R…$59M
End-of-year total assets ($M) among Marlborough School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$60M
Net Income$9M
Employer EIN952816435
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marlborough School)

Sponsor-wide plan assets over time

All Marlborough School plans reported in each filing year

Latest sponsor-wide plan assets
$64M 26.382149554905705% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.9M $64.3M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 131 $51M
2023 1 133 $60M
2024 1 146 $64M

Nearby Other Plans in California

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

Marlborough School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Marlborough School Defined Contribution Retirement Plan, Total assets ($B): 0.059567636 · Participants: 133Marlborough School Defined Contribution 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
Marlborough School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Marlborough School Defined Contribution Retirement Plan side-by-side with 3 peers →

Marlborough School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Charlotte Latin Schools, Inc. Retirement Income Plan in NC ($60M); 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 Marlborough School Defined Contribution Retirement Plan assets move in 2023? ▼
Marlborough School Defined Contribution Retirement Plan grew sharply - up 17.0% during 2023, from $51M to $60M. Reported net income was $9M.
How have Marlborough School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marlborough School's sponsor-wide assets grew 26.4%, from $51M to $64M.
Where does Marlborough School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Marlborough School Defined Contribution Retirement Plan ranks in the 87th 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 Marlborough School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Charlotte Latin Schools, Inc. Retirement Income Plan in NC ($60M, 336 participants).
Which Other plans cover a similar participant headcount to Marlborough School Defined Contribution 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 952816435.

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.