Other · DOL Form 5500 · 2023
The Nueva School Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 267
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $127,251
- Avg per participant Near avg balance/head
Official DOL plan name: The Nueva School Defined Contribution Retirement Plan · Sponsored by The Nueva School · California · Educational Services
$34M in assets, 267 participants
The Nueva School's The Nueva School Defined Contribution Retirement Plan reported $34M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,494 in Educational Services (3,735 peers)
Coverage in California
The Nueva School Defined Contribution Retirement Plan covers 267 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $34M.
- #2,494
- in Educational Services (3,735 peers)
- +26.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Nueva School Defined Contribution Retirement Plan's outsized position by total assets
The Nueva School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,976,058 Top 19% higher than 81% 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 Nueva 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. The Nueva School Defined Contribution Retirement Plan sits mid-pack in the medium band (267 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Nueva School Defined Contribution Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Nueva School Defined Contribution Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- The Nueva School Defined Contribution Retirement Plan reported participants rose from 230 in the plan year 2022 filing to 267 in the plan year 2023 filing.
DOL schedule card
Filing strip 941633387 · The Nueva School PY 2023 · Other
The Nueva School Defined Contribution Retirement Plan · $34M · 267 · 81st
- IND $34M
- EOY 267
- 5500 81st
- ASSETS Other
- PCT near Facing History and Ourselves 403(b) Plan
- EIN ind #2494
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 Nueva School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $7M |
| Employer EIN | 941633387 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Nueva School)
Sponsor-wide plan assets over time
All The Nueva School plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 52.51109605386939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $27M |
| 2023 | 1 | 267 | $34M |
| 2024 | 1 | 316 | $41M |
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 Nueva School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Facing History and Ourselves 403(b) Plan in MA ($34M); by covered participants it is Ascend Learning, Inc. 403(b) Plan in NY (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Facing History and Ourselves 403(b) Plan (MA) $34M · 188
- Kootenai Health 403(b) Plan (ID) $34M · 211
- Employee Benefit Plan of Community Health of South Florida, Inc. (FL) $34M · 879
- The Hilbert College Retirement Plan (NY) $34M · 109
Similar participant headcount
Nearest other-state filings by covered participants (267 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.