Other · DOL Form 5500 · 2023

Army and Navy Academy Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
140
Participants Small participant base
47th
Percentile by assets National rank
$41,090
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Army and Navy Academy Retirement Plan · Sponsored by Army and Navy Academy · California · Educational Services

$6M in assets, 140 participants

Army and Navy Academy's Army and Navy Academy Retirement Plan reported $6M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,188 in Educational Services (3,735 peers)

Coverage in California

Army and Navy Academy Retirement Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,188
in Educational Services (3,735 peers)
-4.1%
assets change YoY

The plan reported a net loss of $244K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Army and Navy Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Army and Navy Academy Retirement Plan vs every filed plan by assets

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

$5,752,619 47th percentile higher than 47% 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

Army and Navy Academy 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. Army and Navy Academy Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Army and Navy Academy Retirement Plan reported net income fell from $871K in the plan year 2022 filing to -$244K in the plan year 2023 filing.
  • Army and Navy Academy Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Army and Navy Academy Retirement Plan reported participants fell from 143 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951184512 · Army and Navy Academy PY 2023 · Other

Army and Navy Academy Retirement Plan · $6M · 140 · 47th

  • EIN $6M
  • EIN 140
  • EIN 47th
  • EIN Other
  • EIN near Harvesters 403b Plan
  • EIN ind #1188

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 →

Army and Navy Academy Retirement Plan in the asset neighbourhood

Hospice of the Piedmont, Inc. 403(b) PlanHospice of the Piedmont, Inc…$6MRide Connection 403(b) Plan$6MHolland Christian Schools 403(b) PlanHolland Christian Schools 40…$6MArmy and Navy Academy Retirement PlanArmy and Navy Academy Retire…$6MHarvesters 403b Plan$6M
End-of-year total assets ($M) among Army and Navy Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$244K
Employer EIN951184512
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Army and Navy Academy)

Sponsor-wide plan assets over time

All Army and Navy Academy plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.3090285102512% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $6M $6.31M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 143 $6M
2023 1 140 $6M
2024 1 150 $6M

Nearby Other Plans in California

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

Army and Navy Academy Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Army and Navy Academy Retirement Plan, Total assets ($B): 0.005752619 · Participants: 140Army and Navy Academy Retirement 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
Army and Navy Academy Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Army and Navy Academy Retirement Plan side-by-side with 3 peers →

Army and Navy Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Harvesters 403b Plan in MO ($6M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

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 Army and Navy Academy Retirement Plan assets move in 2023? ▼
Army and Navy Academy Retirement Plan edged down modestly - down 4.1% during 2023, from $6M to $6M. Reported net income was -$244K.
How have Army and Navy Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Army and Navy Academy's sponsor-wide assets grew 5.3%, from $6M to $6M.
Which Other plans are similar in size to Army and Navy Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Harvesters 403b Plan in MO ($6M, 139 participants).
Which Other plans cover a similar participant headcount to Army and Navy Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants, $24M 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 951184512.

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.