Other · DOL Form 5500 · 2024
Katherine Delmar Burke School Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 107
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $293,571
- Avg per participant High balance/head
Official DOL plan name: Katherine Delmar Burke School DC and Tda 403(b) Plans · Sponsored by Katherine Delmar Burke School · California · Educational Services
$31M in assets, 107 participants
Katherine Delmar Burke School's Katherine Delmar Burke School DC and Tda 403(b) Plans reported $31M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #2,288 in Educational Services (3,638 peers)
Coverage in California
Katherine Delmar Burke School DC and Tda 403(b) Plans covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $31M.
- #2,288
- in Educational Services (3,638 peers)
- +10.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Katherine Delmar Burke School DC and Tda 403(b) Plans's outsized position by total assets
Katherine Delmar Burke School DC and Tda 403(b) Plans vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,412,137 Top 22% higher than 78% 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
Katherine Delmar Burke School DC and Tda 403(b) Plans 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. Katherine Delmar Burke School DC and Tda 403(b) Plans sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Katherine Delmar Burke School DC and Tda 403(b) Plans reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Katherine Delmar Burke School DC and Tda 403(b) Plans end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Katherine Delmar Burke School DC and Tda 403(b) Plans reported participants rose from 98 in the plan year 2023 filing to 107 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941156256 · Katherine Delmar Burke School PY 2024 · Other
Katherine Delmar Burke School DC and Tda 403(b) Plans · $31M · 107 · 78th
- RANK $31M
- RANK 107
- RANK 78th
- RANK Other
- RANK near Lifegift Organ Donation Center Tax Sheltered Annuity Plan
- RANK ind #2288
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 →
Katherine Delmar Burke School DC and Tda 403(b) Plans in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $3M |
| Employer EIN | 941156256 |
| Plan Effective Date | 1961-10-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Katherine Delmar Burke School)
Sponsor-wide plan assets over time
All Katherine Delmar Burke School plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 29.15804592277927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $24M |
| 2023 | 1 | 98 | $28M |
| 2024 | 1 | 107 | $31M |
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
Katherine Delmar Burke School DC and Tda 403(b) Plans's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lifegift Organ Donation Center Tax Sheltered Annuity Plan in TX ($31M); by covered participants it is Meadowbrook School DC Retirement Plan in MA (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 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.