Other · DOL Form 5500 · 2024
Menlo School Retirement Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 248
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $448,466
- Avg per participant High balance/head
Official DOL plan name: Menlo School Defined Contribution Retirement Plan · Sponsored by Menlo School · California · Educational Services
$111M in assets, 248 participants
Menlo School's Menlo School Defined Contribution Retirement Plan reported $111M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,080 in Educational Services (3,638 peers)
Coverage in California
Menlo School Defined Contribution Retirement Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $111M.
- #3,080
- in Educational Services (3,638 peers)
- +13.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Menlo School Defined Contribution Retirement Plan's outsized position by total assets
Menlo School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,219,446 Top 9% higher than 91% 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
Menlo 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. Menlo School Defined Contribution Retirement Plan sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Menlo School Defined Contribution Retirement Plan end-of-year assets rose from $98M in the plan year 2023 filing to $111M in the plan year 2024 filing.
- Menlo School Defined Contribution Retirement Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Menlo School Defined Contribution Retirement Plan reported participants rose from 242 in the plan year 2023 filing to 248 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943204137 · Menlo School PY 2024 · Other
Menlo School Defined Contribution Retirement Plan · $111M · 248 · 91st
- PART $111M
- PART 248
- PART 91st
- PART Other
- PART near The Packer Collegiate Institute Defined Contribution Retirement Plan
- PART ind #3080
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 →
Menlo School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $13M |
| Employer EIN | 943204137 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Menlo School)
Sponsor-wide plan assets over time
All Menlo School plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 28.933317250400425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $86M |
| 2023 | 1 | 242 | $98M |
| 2024 | 1 | 248 | $111M |
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
Menlo School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Packer Collegiate Institute Defined Contribution Retirement Plan in NY ($111M); by covered participants it is People Incorporated of Virginia ERISA 403(b) Plan in VA (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- People Incorporated of Virginia ERISA 403(b) Plan (VA) 248 · 0 off
- Iavi 403(b) Retirement Plan (NY) 248 · 0 off
- Olivet College DC Retirement Plan (MI) 248 · 0 off
- Rye Country Day School 403(b) Plan (NY) 248 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.