Other · DOL Form 5500 · 2024

Cate School Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
137
Participants Small participant base
82nd
Percentile by assets National rank
$299,517
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tiaa-Cref Retirement Plan for Employees of Cate School · Sponsored by Cate School · California · Educational Services

$41M in assets, 137 participants

Cate School's Tiaa-Cref Retirement Plan for Employees of Cate School reported $41M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,474 in Educational Services (3,638 peers)

Coverage in California

Tiaa-Cref Retirement Plan for Employees of Cate School covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $41M.

#2,474
in Educational Services (3,638 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tiaa-Cref Retirement Plan for Employees of Cate School's outsized position by total assets

Tiaa-Cref Retirement Plan for Employees of Cate School vs every filed plan by assets

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

$41,033,816 Top 18% higher than 82% 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

Tiaa-Cref Retirement Plan for Employees of Cate School 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. Tiaa-Cref Retirement Plan for Employees of Cate School sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tiaa-Cref Retirement Plan for Employees of Cate School reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Tiaa-Cref Retirement Plan for Employees of Cate School end-of-year assets rose from $38M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Tiaa-Cref Retirement Plan for Employees of Cate School reported participants rose from 130 in the plan year 2023 filing to 137 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951644630 · Cate School PY 2024 · Other

Tiaa-Cref Retirement Plan for Employees of Cate School · $41M · 137 · 82nd

  • BOY $41M
  • SCH 137
  • EBSA 82nd
  • PART Other
  • TYPE near Animal Medical Center 403(b) Tax Sheltered Annuity Plan
  • NET ind #2474

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 →

Tiaa-Cref Retirement Plan for Employees of Cate School in the asset neighbourhood

Melmark, Inc. Supplemental Retirement Annuity PlanMelmark, Inc. Supplemental R…$41MAnimal Medical Center 403(b) Tax Sheltered Annuity PlanAnimal Medical Center 403(b)…$41MTiaa-Cref Retirement Plan for Employees of Cate SchoolTiaa-Cref Retirement Plan fo…$41MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$41MWestern Wisconsin Health 403(b) PlanWestern Wisconsin Health 403…$41M
End-of-year total assets ($M) among Tiaa-Cref Retirement Plan for Employees of Cate School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN951644630
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cate School)

Sponsor-wide plan assets over time

All Cate School plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.27889936510609% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.1M $61.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 253 $50M
2023 2 244 $57M
2024 2 265 $62M

Nearby Other Plans in California

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

Tiaa-Cref Retirement Plan for Employees of Cate School vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tiaa-Cref Retirement Plan for Employees of Cate School, Total assets ($B): 0.041033816 · Participants: 137Tiaa-Cref Retirement Plan for Employees of Cate SchoolStanford 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
Tiaa-Cref Retirement Plan for Employees of Cate School vs. nearby Other plans in California, assets vs. participants
Compare Tiaa-Cref Retirement Plan for Employees of Cate School side-by-side with 3 peers →

Tiaa-Cref Retirement Plan for Employees of Cate School's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Animal Medical Center 403(b) Tax Sheltered Annuity Plan in NY ($41M); by covered participants it is Connecticut Public Broadcasting Inc 403(b) Plan in CT (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Tiaa-Cref Retirement Plan for Employees of Cate School assets move in 2024? ▼
Tiaa-Cref Retirement Plan for Employees of Cate School grew at a solid clip - up 8.5% during 2024, from $38M to $41M. Reported net income was $3M.
How have Cate School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cate School's sponsor-wide assets grew 23.3%, from $50M to $62M.
Where does Tiaa-Cref Retirement Plan for Employees of Cate School rank by assets among Form 5500 filers? ▼
Tiaa-Cref Retirement Plan for Employees of Cate School ranks in the 82nd 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 Tiaa-Cref Retirement Plan for Employees of Cate School? ▼
Among Other plans in other states, the closest by assets is Animal Medical Center 403(b) Tax Sheltered Annuity Plan in NY ($41M, 394 participants).
Which Other plans cover a similar participant headcount to Tiaa-Cref Retirement Plan for Employees of Cate School? ▼
Among Other plans in other states, the closest by covered participants is Connecticut Public Broadcasting Inc 403(b) Plan in CT (137 participants, $35M 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 951644630.

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.