Other · DOL Form 5500 · 2023

Walden School of California Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
48
Participants Small participant base
40th
Percentile by assets National rank
$81,836
Avg per participant Below avg balance/head
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Official DOL plan name: Walden School of California 403(b) DC Plan · Sponsored by Walden School of California · California · Educational Services

$4M in assets, 48 participants

Walden School of California's Walden School of California 403(b) DC Plan reported $4M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #987 in Educational Services (3,735 peers)

Walden School of California multi-year trail

Walden School of California's plans moved +23.2% in assets from 2022 to 2024; this filing shows Walden School of California 403(b) DC Plan at $4M / 48 participants.

#987
in Educational Services (3,735 peers)
+11.7%
assets growth YoY

Walden School of California 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Walden School of California 403(b) DC Plan vs every filed plan by assets

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

$3,928,141 40th percentile higher than 40% 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

Walden School of California 403(b) DC 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. Walden School of California 403(b) DC Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walden School of California 403(b) DC Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Walden School of California 403(b) DC Plan reported net income fell from $435K in the plan year 2022 filing to $411K in the plan year 2023 filing.
  • Walden School of California 403(b) DC Plan reported participants rose from 47 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952663177 · Walden School of California PY 2023 · Other

Walden School of California 403(b) DC Plan · $4M · 48 · 40th

  • PCT $4M
  • EIN 48
  • RANK 40th
  • PHOTO Other
  • IND near Rainbow of Challenges, Inc. Retirement Plan
  • EOY ind #987

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 →

Walden School of California 403(b) DC Plan in the asset neighbourhood

Walden School of California 403(b) DC PlanWalden School of California …$4MRainbow of Challenges, Inc. Retirement PlanRainbow of Challenges, Inc. …$4MCenterpointe, Inc. Retirement PlanCenterpointe, Inc. Retiremen…$4MExceptional Care for Children 403(b) PlanExceptional Care for Childre…$4M403(b) Thrift Plan of Ennis Center for Children, Inc.403(b) Thrift Plan of Ennis …$4M
End-of-year total assets ($M) among Walden School of California 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Walden School of California multi-year asset trail

Sponsor-wide plan assets over time

All Walden School of California plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.209266568218432% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.52M $4.33M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 47 $4M
2023 1 48 $4M
2024 1 47 $4M

Walden School of California filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$411K
Employer EIN952663177
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Walden School of California 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Walden School of California 403(b) DC Plan, Total assets ($B): 0.003928141 · Participants: 48Walden School of California 403(b) DC 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
Walden School of California 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Walden School of California 403(b) DC Plan side-by-side with 3 peers →

Walden School of California 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rainbow of Challenges, Inc. Retirement Plan in AR ($4M); by covered participants it is National Center for Families Learning, Inc. Retirement Plan in KY (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Walden School of California 403(b) DC Plan assets move in 2023? ▼
Walden School of California 403(b) DC Plan grew at a solid clip - up 11.7% during 2023, from $4M to $4M. Reported net income was $411K.
How have Walden School of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walden School of California's sponsor-wide assets grew 23.2%, from $4M to $4M.
Which Other plans are similar in size to Walden School of California 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Rainbow of Challenges, Inc. Retirement Plan in AR ($4M, 418 participants).
Which Other plans cover a similar participant headcount to Walden School of California 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is National Center for Families Learning, Inc. Retirement Plan in KY (48 participants, $6M 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 952663177.

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.