Other · DOL Form 5500 · 2023
Sonoma Academy Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $204,497
- Avg per participant Above avg balance/head
Official DOL plan name: Sonoma Academy Defined Contribution Retirement Plan · Sponsored by Sonoma Academy · California · Educational Services
$18M in assets, 88 participants
Sonoma Academy's Sonoma Academy Defined Contribution Retirement Plan reported $18M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #1,992 in Educational Services (3,735 peers)
Sonoma Academy multi-year trail
Sonoma Academy's plans moved +30.7% in assets from 2022 to 2024; this filing shows Sonoma Academy Defined Contribution Retirement Plan at $18M / 88 participants.
- #1,992
- in Educational Services (3,735 peers)
- +21.6%
- assets growth YoY
Sonoma Academy Defined Contribution Retirement Plan's outsized position by total assets
Sonoma Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,995,749 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sonoma Academy Defined Contribution 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. Sonoma Academy Defined Contribution Retirement Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sonoma Academy Defined Contribution Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Sonoma Academy Defined Contribution Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sonoma Academy Defined Contribution Retirement Plan reported participants rose from 87 in the plan year 2022 filing to 88 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 943343174 · Sonoma Academy PY 2023 · Other
Sonoma Academy Defined Contribution Retirement Plan · $18M · 88 · 71st
- EOY $18M
- 5500 88
- ASSETS 71st
- PCT Other
- EIN near Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity Plan
- RANK ind #1992
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 →
Sonoma Academy Defined Contribution Retirement Plan in the asset neighbourhood
Sonoma Academy multi-year asset trail
Sponsor-wide plan assets over time
All Sonoma Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.7436600156587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $15M |
| 2023 | 1 | 88 | $18M |
| 2024 | 1 | 104 | $19M |
Sonoma Academy filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 943343174 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Sonoma Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity Plan in KS ($18M); by covered participants it is Knox School 403(b) DC Plan in NY (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Knox School 403(b) DC Plan (NY) 88 · 0 off
- Seabury Hall/College Preparatory School 403(b) DC Plan (HI) 88 · 0 off
- Rashi School Retirement Plan (MA) 88 · 0 off
- Community Servings Defined Contribution 403(b) Plan (MA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.