Other · DOL Form 5500 · 2024
Curtis School Foundation Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 105
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $319,903
- Avg per participant High balance/head
Official DOL plan name: Curtis School Defined Contribution & Tax Deferred Annuity Plan · Sponsored by Curtis School Foundation · California · Educational Services
$34M in assets, 105 participants
Curtis School Foundation's Curtis School Defined Contribution & Tax Deferred Annuity Plan reported $34M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,334 in Educational Services (3,638 peers)
Coverage in California
Curtis School Defined Contribution & Tax Deferred Annuity Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $34M.
- #2,334
- in Educational Services (3,638 peers)
- +6.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Curtis School Defined Contribution & Tax Deferred Annuity Plan's outsized position by total assets
Curtis School Defined Contribution & Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,589,856 Top 21% higher than 79% 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
Curtis School Defined Contribution & Tax Deferred Annuity 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. Curtis School Defined Contribution & Tax Deferred Annuity Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Curtis School Defined Contribution & Tax Deferred Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Curtis School Defined Contribution & Tax Deferred Annuity Plan end-of-year assets rose from $32M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Curtis School Defined Contribution & Tax Deferred Annuity Plan reported participants rose from 103 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510188298 · Curtis School Foundation PY 2024 · Other
Curtis School Defined Contribution & Tax Deferred Annuity Plan · $34M · 105 · 79th
- EIN $34M
- RANK 105
- PHOTO 79th
- IND Other
- EOY near Fulton County Health Center Tax Deferred Annuity Plan
- 5500 ind #2334
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 →
Curtis School Defined Contribution & Tax Deferred Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 510188298 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Curtis School Foundation)
Sponsor-wide plan assets over time
All Curtis School Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 15.959011023851687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $29M |
| 2023 | 1 | 103 | $32M |
| 2024 | 1 | 105 | $34M |
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
Curtis School Defined Contribution & Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Fulton County Health Center Tax Deferred Annuity Plan in OH ($34M); by covered participants it is University of Hawaii Foundation 403(b) Plan in HI (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Fulton County Health Center Tax Deferred Annuity Plan (OH) $34M · 841
- Hudson Hospital, Inc. 403(b) Plan (MN) $34M · 488
- The Ranney School DC Retirement Plan (NJ) $34M · 143
- Keystone College 403(b) Retirement Plan (PA) $34M · 127
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- University of Hawaii Foundation 403(b) Plan (HI) 105 · 0 off
- Printing Partners 401(k) Plan (IN) 105 · 0 off
- College of the Atlantic DC Retirement Plan (ME) 105 · 0 off
- 403b Thrift Plan of Marcus Jewish Community Center of Atlanta, Inc. (GA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.