Other · DOL Form 5500 · 2023
The Pegasus School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $219,833
- Avg per participant Above avg balance/head
Official DOL plan name: The Pegasus School DC Retirement Plan · Sponsored by The Pegasus School · California · Educational Services
$27M in assets, 122 participants
The Pegasus School's The Pegasus School DC Retirement Plan reported $27M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,313 in Educational Services (3,735 peers)
Coverage in California
The Pegasus School DC Retirement Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $27M.
- #2,313
- in Educational Services (3,735 peers)
- +19.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Pegasus School DC Retirement Plan's outsized position by total assets
The Pegasus School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,819,632 Top 22% higher than 78% 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
The Pegasus School DC 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. The Pegasus School DC Retirement Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Pegasus School DC Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Pegasus School DC Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- The Pegasus School DC Retirement Plan reported participants rose from 109 in the plan year 2022 filing to 122 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330162184 · The Pegasus School PY 2023 · Other
The Pegasus School DC Retirement Plan · $27M · 122 · 78th
- VS-ST $27M
- VS-ST 122
- VS-ST 78th
- VS-ST Other
- VS-ST near Lincoln Center Tax Deferred 403(b) Plan
- VS-ST ind #2313
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 →
The Pegasus School DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 330162184 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Pegasus School)
Sponsor-wide plan assets over time
All The Pegasus School plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 33.31753259208853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $22M |
| 2023 | 1 | 122 | $27M |
| 2024 | 1 | 123 | $30M |
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
The Pegasus School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lincoln Center Tax Deferred 403(b) Plan in NY ($27M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Lincoln Center Tax Deferred 403(b) Plan (NY) $27M · 1,650
- Bethel College DC Plan (KS) $27M · 167
- Ashrae Savings and Investment Plan (GA) $27M · 96
- Logan University DC Plan (MO) $27M · 168
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 122 · 0 off
- The Roeper School Savings and Match Plan (MI) 122 · 0 off
- Association of Graduates Retirement Savings Plan (NY) 122 · 0 off
- The Santa Fe Opera's Retirement Plan (NM) 122 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.