Other · DOL Form 5500 · 2024

The Bishop's School Retirement Plan

Data updated 2026-08-11

$79M
Total assets
278
Participants
89th
Percentile by assets
$284,398
Avg per participant
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Official DOL plan name: The Bishop's School 403(b) Plan · Sponsored by The Bishop's School · California · Educational Services

$79M in assets, 278 participants

The Bishop's School's The Bishop's School 403(b) Plan reported $79M in total assets and 278 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #2,884 in Educational Services (3,638 peers)

Coverage in California

The Bishop's School 403(b) Plan covers 278 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $79M.

$79M
total plan assets (2024 EOY)
278
covered participants
89th
percentile by assets (of 123,622 plans)
$284,398
avg assets per participant

Where The Bishop's School 403(b) Plan sits by total assets

The Bishop's School 403(b) Plan vs every filed plan by assets

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

$79,062,552 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bishop's School 403(b) Plan reported participants fell from 373 in the plan year 2023 filing to 278 in the plan year 2024 filing.
  • The Bishop's School 403(b) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • The Bishop's School 403(b) Plan end-of-year assets rose from $69M in the plan year 2023 filing to $79M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Bishop's School 403(b) Plan reports 278 participants - about 44% of that state average ($79M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$79M
Net Income$10M
Employer EIN951642362
Plan Effective Date1976-05-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bishop's School)

$50M$60M$70M$80M$90M 202220232024 $60.4M $79.1M ▲ +30.8%
Total plan assets by year, all The Bishop's School plans on file
Year Plans Participants Total Assets
2022 1 340 $60M
2023 1 373 $69M
2024 1 278 $79M

Nearby Other Plans in California

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

The Bishop's School 403(b) Plan vs. nearby Other plans in California, assets vs. participants

The Bishop's School 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Bishop's School …Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
The Bishop's School 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Bishop's School 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did The Bishop's School 403(b) Plan assets move in 2024?
The Bishop's School 403(b) Plan grew sharply - up 15.1% during 2024, from $69M to $79M. Reported net income was $10M.
How have The Bishop's School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bishop's School's sponsor-wide assets grew 30.8%, from $60M to $79M.
Where does The Bishop's School 403(b) Plan rank by assets among Form 5500 filers?
The Bishop's School 403(b) Plan ranks in the 89th 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 Bishop's School 403(b) Plan?
Among Other plans in other states, the closest by assets is William Penn Charter School Defined Contribution Plan in PA ($79M, 289 participants).

Filing takeaways

Ways to act on The Bishop's School 403(b) Plan's numbers.