Other · DOL Form 5500 · 2024
The Athenian School Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $309,343
- Avg per participant High balance/head
Official DOL plan name: The Athenian School 403(b) Plan · Sponsored by The Athenian School · California · Educational Services
$40M in assets, 129 participants
The Athenian School's The Athenian School 403(b) Plan reported $40M in total assets and 129 participants in its 2024 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.
- #2,453 in Educational Services (3,638 peers)
Coverage in California
The Athenian School 403(b) Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $40M.
- #2,453
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Athenian School 403(b) Plan's outsized position by total assets
The Athenian School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,905,279 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Athenian School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Athenian School 403(b) Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Athenian School 403(b) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- The Athenian School 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Athenian School 403(b) Plan reported participants rose from 126 in the plan year 2023 filing to 129 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 946070808 · The Athenian School PY 2024 · Other
The Athenian School 403(b) Plan · $40M · 129 · 81st
- SCH $40M
- EBSA 129
- PART 81st
- TYPE Other
- NET near Oaks Integrated Care, Inc. 403(b) Plan
- BOOK ind #2453
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 Athenian School 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $4M |
| Employer EIN | 946070808 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Athenian School)
Sponsor-wide plan assets over time
All The Athenian School plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 27.888943114318998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $31M |
| 2023 | 1 | 126 | $36M |
| 2024 | 1 | 129 | $40M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
The Athenian School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oaks Integrated Care, Inc. 403(b) Plan in NJ ($40M); by covered participants it is Code.Org 403(b) Plan in WA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Code.Org 403(b) Plan (WA) 129 · 0 off
- Edsel & Eleanor Ford House 403(b) Plan (MI) 129 · 0 off
- Home Health United, Inc. 403(b) Plan (MO) 129 · 0 off
- 403(b) Thrift Plan for Prairiestar Health Center, Inc. (KS) 129 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.