Other · DOL Form 5500 · 2024

The Webb Schools Retirement Plan

Data updated 2026-08-11

$36M
Total assets
146
Participants
80th
Percentile by assets
$249,788
Avg per participant
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Official DOL plan name: The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan · Sponsored by The Webb Schools · California · Educational Services

$36M in assets, 146 participants

The Webb Schools's The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reported $36M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 123,622 plans)
  • #2,397 in Educational Services (3,638 peers)

Coverage in California

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $36M.

$36M
total plan assets (2024 EOY)
146
covered participants
80th
percentile by assets (of 123,622 plans)
$249,788
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reported participants fell from 193 in the plan year 2023 filing to 146 in the plan year 2024 filing.
  • The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan reports 146 participants - about 23% of that state average ($36M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN951856591
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Webb Schools)

$30M$32M$34M$36M$38M 202220232024 $30.8M $36.5M ▲ +18.4%
Total plan assets by year, all The Webb Schools plans on file
Year Plans Participants Total Assets
2022 1 186 $31M
2023 1 193 $34M
2024 1 146 $36M

Nearby Other Plans in California

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

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

The Webb Schools Tax-Deferred Annuity and 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 The Webb Schools Tax…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Webb Schools Tax-Deferred Annuity an… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan assets move in 2024? ▼
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan grew at a solid clip - up 6.0% during 2024, from $34M to $36M. Reported net income was $2M.
How have The Webb Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Webb Schools's sponsor-wide assets grew 18.4%, from $31M to $36M.
Where does The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan ranks in the 80th 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 The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Memorial Health Care Systems Tax Deferred Annuity Plan in NE ($36M, 282 participants).

Next read for The Webb Schools Tax-Deferred Annuity an…

Filing takeaways

Ways to act on The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan's numbers.

  • By total assets, The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • The Webb Schools's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Educational Services plans

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 951856591.

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.