Other · DOL Form 5500 · 2023
New Roads School Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $57,433
- Avg per participant Low balance/head
Official DOL plan name: New Roads School 403(b) Plan · Sponsored by New Roads School · California · Educational Services
$10M in assets, 181 participants
New Roads School's New Roads School 403(b) Plan reported $10M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #1,594 in Educational Services (3,735 peers)
Coverage in California
New Roads School 403(b) Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $10M.
- #1,594
- in Educational Services (3,735 peers)
- +20.3%
- assets growth YoY
New Roads School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
New Roads School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,395,316 Top 41% higher than 59% 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
New Roads School 403(b) 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. New Roads School 403(b) Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Roads School 403(b) Plan reported participants rose from 123 in the plan year 2022 filing to 181 in the plan year 2023 filing.
- New Roads School 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- New Roads School 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 954823489 · New Roads School PY 2023 · Other
New Roads School 403(b) Plan · $10M · 181 · 59th
- ASSETS $10M
- PCT 181
- EIN 59th
- RANK Other
- PHOTO near United Medical Center 403(b) Plan
- IND ind #1594
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 →
New Roads School 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 954823489 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Roads School)
Sponsor-wide plan assets over time
All New Roads School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 38.178268864843865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $9M |
| 2023 | 1 | 181 | $10M |
| 2024 | 1 | 178 | $12M |
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
New Roads School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is United Medical Center 403(b) Plan in TX ($10M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Miss Porter's School 403(b) Retirement Plan (CT) 181 · 0 off
- Calais Community Hospital Tax Sheltered Annuity Plan (ME) 181 · 0 off
- Mountain Family Health Centers 403b Plan (CO) 181 · 0 off
- Goldey-Beacom College 403(b) Plan (DE) 181 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.