Other · DOL Form 5500 · 2024

Lick-Wilmerding High School Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
139
Participants Small participant base
84th
Percentile by assets National rank
$350,884
Avg per participant High balance/head
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Official DOL plan name: The Lick-Wilmerding High School Retirement Plan · Sponsored by Lick-Wilmerding High School · California · Educational Services

$49M in assets, 139 participants

Lick-Wilmerding High School's The Lick-Wilmerding High School Retirement Plan reported $49M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,605 in Educational Services (3,638 peers)

Coverage in California

The Lick-Wilmerding High School Retirement Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $49M.

#2,605
in Educational Services (3,638 peers)
+13.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Lick-Wilmerding High School Retirement Plan's outsized position by total assets

The Lick-Wilmerding High School Retirement Plan vs every filed plan by assets

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

$48,772,865 Top 16% higher than 84% 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

The Lick-Wilmerding High School 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. The Lick-Wilmerding High School Retirement Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lick-Wilmerding High School Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Lick-Wilmerding High School Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • The Lick-Wilmerding High School Retirement Plan reported participants rose from 134 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941186156 · Lick-Wilmerding High School PY 2024 · Other

The Lick-Wilmerding High School Retirement Plan · $49M · 139 · 84th

  • 5500 $49M
  • 5500 139
  • 5500 84th
  • 5500 Other
  • 5500 near Tri-State Memorial Hospital, Inc. Retirement Plan
  • 5500 ind #2605

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 →

The Lick-Wilmerding High School Retirement Plan in the asset neighbourhood

Upper Iowa University 403(b) Retirement PlanUpper Iowa University 403(b)…$49MTri-State Memorial Hospital, Inc. Retirement PlanTri-State Memorial Hospital,…$49MThe Lick-Wilmerding High School Retirement PlanThe Lick-Wilmerding High Sch…$49MJudge Baker Children's Center Retirement and Tda PlanJudge Baker Children's Cente…$49MSeattle Symphony Savings Plan$49M
End-of-year total assets ($M) among The Lick-Wilmerding High School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$49M
Net Income$6M
Employer EIN941186156
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lick-Wilmerding High School)

Sponsor-wide plan assets over time

All Lick-Wilmerding High School plans reported in each filing year

Latest sponsor-wide plan assets
$49M 24.257698130025126% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.3M $48.8M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 135 $39M
2023 1 134 $43M
2024 1 139 $49M

Nearby Other Plans in California

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

The Lick-Wilmerding High School Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Lick-Wilmerding High School Retirement Plan, Total assets ($B): 0.048772865 · Participants: 139The Lick-Wilmerding High School Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
The Lick-Wilmerding High School Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Lick-Wilmerding High School Retirement Plan side-by-side with 3 peers →

The Lick-Wilmerding High School Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Tri-State Memorial Hospital, Inc. Retirement Plan in WA ($49M); by covered participants it is Westchester Institute for Human Development 403(b) DC Plan in NY (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 The Lick-Wilmerding High School Retirement Plan assets move in 2024? ▼
The Lick-Wilmerding High School Retirement Plan grew at a solid clip - up 13.8% during 2024, from $43M to $49M. Reported net income was $6M.
How have Lick-Wilmerding High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lick-Wilmerding High School's sponsor-wide assets grew 24.3%, from $39M to $49M.
Where does The Lick-Wilmerding High School Retirement Plan rank by assets among Form 5500 filers? ▼
The Lick-Wilmerding High School Retirement Plan ranks in the 84th 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 Lick-Wilmerding High School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tri-State Memorial Hospital, Inc. Retirement Plan in WA ($49M, 662 participants).
Which Other plans cover a similar participant headcount to The Lick-Wilmerding High School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westchester Institute for Human Development 403(b) DC Plan in NY (139 participants, $21M 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 941186156.

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.