Other · DOL Form 5500 · 2024

Polytechnic School Retirement Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
260
Participants Below avg headcount
90th
Percentile by assets National rank
$384,237
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Polytechnic School Defined Contribution Retirement Plan · Sponsored by Polytechnic School · California · Educational Services

$100M in assets, 260 participants

Polytechnic School's Polytechnic School Defined Contribution Retirement Plan reported $100M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,027 in Educational Services (3,638 peers)

Coverage in California

Polytechnic School Defined Contribution Retirement Plan covers 260 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $100M.

#3,027
in Educational Services (3,638 peers)
+11.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Polytechnic School Defined Contribution Retirement Plan's outsized position by total assets

Polytechnic School Defined Contribution Retirement Plan vs every filed plan by assets

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

$99,901,616 Top 10% higher than 90% 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

Polytechnic School Defined Contribution 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. Polytechnic School Defined Contribution Retirement Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polytechnic School Defined Contribution Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Polytechnic School Defined Contribution Retirement Plan end-of-year assets rose from $89M in the plan year 2023 filing to $100M in the plan year 2024 filing.
  • Polytechnic School Defined Contribution Retirement Plan reported participants rose from 246 in the plan year 2023 filing to 260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951641456 · Polytechnic School PY 2024 · Other

Polytechnic School Defined Contribution Retirement Plan · $100M · 260 · 90th

  • BOOK $100M
  • VS-ST 260
  • BOY 90th
  • SCH Other
  • EBSA near The Providence Community Health Centers, Inc
  • PART ind #3027

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 →

Polytechnic School Defined Contribution Retirement Plan in the asset neighbourhood

Gurwin Tax Deferred Annuity PlanGurwin Tax Deferred Annuity …$100MGettysburg College Tax Deferred Annuity PlanGettysburg College Tax Defer…$100MPolytechnic School Defined Contribution Retirement PlanPolytechnic School Defined C…$100MThe Providence Community Health Centers, IncThe Providence Community Hea…$100MLawrence Technological University DC Retirement PlanLawrence Technological Unive…$100M
End-of-year total assets ($M) among Polytechnic School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$100M
Net Income$10M
Employer EIN951641456
Plan Effective Date1947-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polytechnic School)

Sponsor-wide plan assets over time

All Polytechnic School plans reported in each filing year

Latest sponsor-wide plan assets
$100M 28.593798712641146% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.7M $99.9M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 211 $78M
2023 1 246 $89M
2024 1 260 $100M

Nearby Other Plans in California

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

Polytechnic School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Polytechnic School Defined Contribution Retirement Plan, Total assets ($B): 0.099901616 · Participants: 260Polytechnic School Defined Contribution 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
Polytechnic School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

Polytechnic School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Providence Community Health Centers, Inc in RI ($100M); by covered participants it is Caldwell Hospice and Palliative Care, Inc. Retirement Plan in NC (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.

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 Polytechnic School Defined Contribution Retirement Plan assets move in 2024?
Polytechnic School Defined Contribution Retirement Plan grew at a solid clip - up 11.6% during 2024, from $89M to $100M. Reported net income was $10M.
How have Polytechnic School plan assets changed over time?
Across 3 plan years on file (2022-2024), Polytechnic School's sponsor-wide assets grew 28.6%, from $78M to $100M.
Where does Polytechnic School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Polytechnic School Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Polytechnic School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is The Providence Community Health Centers, Inc in RI ($100M, 672 participants).
Which Other plans cover a similar participant headcount to Polytechnic School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Caldwell Hospice and Palliative Care, Inc. Retirement Plan in NC (260 participants, $11M in assets).