401(k) · DOL Form 5500 · 2024

The Christian Brothers Institute of California 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
39
Participants Small participant base
62nd
Percentile by assets National rank
$343,279
Avg per participant High balance/head
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Official DOL plan name: Palma School 401(k) Plan · Sponsored by The Christian Brothers Institute of California · California · Educational Services

$13M in assets, 39 participants

The Christian Brothers Institute of California's Palma School 401(k) Plan reported $13M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,621 in Educational Services (3,638 peers)

The Christian Brothers Institute of California multi-year trail

The Christian Brothers Institute of California's plans moved +57.7% in assets from 2022 to 2024; this filing shows Palma School 401(k) Plan at $13M / 39 participants.

#1,621
in Educational Services (3,638 peers)
+23.1%
assets growth YoY

Palma School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Palma School 401(k) Plan vs every filed plan by assets

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

$13,387,867 Top 38% higher than 62% 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

Palma School 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palma School 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palma School 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Palma School 401(k) Plan reported participants fell from 43 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Palma School 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941322168 · The Christian Brothers Institute of California PY 2024 · 401(k)

Palma School 401(k) Plan · $13M · 39 · 62nd

  • PCT $13M
  • EIN 39
  • RANK 62nd
  • PHOTO 401(k)
  • IND near Goldberg Companies, Inc. 401(k) Plan
  • EOY ind #1621

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 →

Palma School 401(k) Plan in the asset neighbourhood

Palma School 401(k) Plan$13MGoldberg Companies, Inc. 401(k) PlanGoldberg Companies, Inc. 401…$13MG&h 401(k) Plan$13MStafford-Smith, Inc. Retirement and Salary Deferral PlanStafford-Smith, Inc. Retirem…$13MPsychemedics Corporation 401(k) PlanPsychemedics Corporation 401…$13M
End-of-year total assets ($M) among Palma School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Christian Brothers Institute of California multi-year asset trail

Sponsor-wide plan assets over time

All The Christian Brothers Institute of California plans reported in each filing year

Latest sponsor-wide plan assets
$13M 57.675961844111015% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.49M $13.4M ▲ +57.7%
Year Plans Participants Total Assets
2022 1 42 $8M
2023 1 43 $11M
2024 1 39 $13M

The Christian Brothers Institute of California filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN941322168
Plan Effective Date1997-05-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Palma School 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Palma School 401(k) Plan, Total assets ($B): 0.013387867 · Participants: 39Palma School 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Palma School 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Palma School 401(k) Plan side-by-side with 3 peers →

Palma School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Goldberg Companies, Inc. 401(k) Plan in OH ($13M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Palma School 401(k) Plan assets move in 2024? ▼
Palma School 401(k) Plan grew sharply - up 23.1% during 2024, from $11M to $13M. Reported net income was $3M.
How have The Christian Brothers Institute of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Christian Brothers Institute of California's sponsor-wide assets grew 57.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Palma School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldberg Companies, Inc. 401(k) Plan in OH ($13M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Palma School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941322168.

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.