Other · DOL Form 5500 · 2024

Town School for Boys Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
120
Participants Small participant base
82nd
Percentile by assets National rank
$358,667
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Town School for Boys DC Retirement Plan · Sponsored by Town School for Boys · California · Educational Services

$43M in assets, 120 participants

Town School for Boys's Town School for Boys DC Retirement Plan reported $43M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,507 in Educational Services (3,638 peers)

Coverage in California

Town School for Boys DC Retirement Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $43M.

#2,507
in Educational Services (3,638 peers)
+11.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Town School for Boys DC Retirement Plan's outsized position by total assets

Town School for Boys DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$43,040,005 Top 18% higher than 82% of 123,620 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 2024

Town School for Boys DC Retirement 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. Town School for Boys DC Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Town School for Boys DC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Town School for Boys DC Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Town School for Boys DC Retirement Plan reported participants fell from 126 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941170412 · Town School for Boys PY 2024 · Other

Town School for Boys DC Retirement Plan · $43M · 120 · 82nd

  • 5500 $43M
  • 5500 120
  • 5500 82nd
  • 5500 Other
  • 5500 near Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat
  • 5500 ind #2507

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 →

Town School for Boys DC Retirement Plan in the asset neighbourhood

Crohn's & Colitis Foundation 403(b) Defined Contribution PlanCrohn's & Colitis Foundation…$43MPiedmont Health Services, Inc. Retirement PlanPiedmont Health Services, In…$43MTown School for Boys DC Retirement PlanTown School for Boys DC Reti…$43MTax Sheltered Annuity Savings Plan for Employees of Brattleboro RetreatTax Sheltered Annuity Saving…$43MThe Leffell School Retirement PlanThe Leffell School Retiremen…$43M
End-of-year total assets ($M) among Town School for Boys DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN941170412
Plan Effective Date1948-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Town School for Boys)

Sponsor-wide plan assets over time

All Town School for Boys plans reported in each filing year

Latest sponsor-wide plan assets
$43M 31.436943378046315% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.8M $43M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 124 $33M
2023 1 126 $39M
2024 1 120 $43M

Nearby Other Plans in California

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

Town School for Boys DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Town School for Boys DC Retirement Plan, Total assets ($B): 0.043040005 · Participants: 120Town School for Boys DC Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Town School for Boys DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

Town School for Boys DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in VT ($43M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (120 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Town School for Boys DC Retirement Plan assets move in 2024? ▼
Town School for Boys DC Retirement Plan grew at a solid clip - up 11.6% during 2024, from $39M to $43M. Reported net income was $4M.
How have Town School for Boys plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Town School for Boys's sponsor-wide assets grew 31.4%, from $33M to $43M.
Where does Town School for Boys DC Retirement Plan rank by assets among Form 5500 filers? ▼
Town School for Boys DC Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Town School for Boys DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in VT ($43M, 447 participants).
Which Other plans cover a similar participant headcount to Town School for Boys DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (120 participants, $2M in assets).