Other · DOL Form 5500 · 2024

Robert Louis Stevenson School Retirement Plan

Data updated 2026-08-11

$59M
Total assets: 189
Participants: 86th
Percentile by assets: $313,283
Avg per participant

Official DOL plan name: Robert Louis Stevenson School Defined Contribution Retirement Plan · Sponsored by Robert Louis Stevenson School · California · Educational Services

$59M in assets, 189 participants

Robert Louis Stevenson School's Robert Louis Stevenson School Defined Contribution Retirement Plan reported $59M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 123,622 plans)
#2,727 in Educational Services (3,638 peers)

Coverage in California

Robert Louis Stevenson School Defined Contribution Retirement Plan covers 189 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $59M.

$59M
total plan assets (2024 EOY): 189
covered participants: 86th
percentile by assets (of 123,622 plans): $313,283
avg assets per participant

Where Robert Louis Stevenson School Defined Contribution Retirement Plan sits by total assets

Robert Louis Stevenson School Defined Contribution Retirement Plan vs every filed plan by assets

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

$59,210,496 Top 14% higher than 86% 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

Robert Louis Stevenson School Defined Contribution Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Robert Louis Stevenson School Defined Contribution Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $59M in the plan year 2024 filing.
Robert Louis Stevenson School Defined Contribution Retirement Plan reported participants fell from 193 in the plan year 2023 filing to 189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Robert Louis Stevenson School Defined Contribution Retirement Plan reports 189 participants - about 30% of that state average ($59M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$59M
Net Income	$6M
Employer EIN	941218745
Plan Effective Date	1965-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Robert Louis Stevenson School)

Total plan assets by year, all Robert Louis Stevenson School plans on file

Year	Plans	Participants	Total Assets
2022	1	152	$46M
2023	1	193	$54M
2024	1	189	$59M

Nearby Other Plans in California

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

Robert Louis Stevenson School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Robert Louis Stevenson School Defined Co… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Robert Louis Stevenson School Defined Contribution Retirement Plan by total assets, not by location.

Waynesburg University Defined Contribution Retirement Plan (PA) $59M · 336
Brooklyn Defender Services 2014 403b Plan (NY) $59M · 541
The Morgan Library and Museum 403(b) DC Plan (NY) $59M · 99
Oklahoma Medical Research Foundation Supplemental Retirement Plan (OK) $59M · 392

Frequently Asked Questions

How did Robert Louis Stevenson School Defined Contribution Retirement Plan assets move in 2024? ▼

Robert Louis Stevenson School Defined Contribution Retirement Plan grew at a solid clip - up 10.4% during 2024, from $54M to $59M. Reported net income was $6M.

How have Robert Louis Stevenson School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert Louis Stevenson School's sponsor-wide assets grew 28.5%, from $46M to $59M.

Where does Robert Louis Stevenson School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Robert Louis Stevenson School Defined Contribution Retirement Plan ranks in the 86th 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 Robert Louis Stevenson School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($59M, 336 participants).

Next read for Robert Louis Stevenson School Defined Co…

Filing takeaways

Ways to act on Robert Louis Stevenson School Defined Contribution Retirement Plan's numbers.

By total assets, Robert Louis Stevenson School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in California. Compare plans
Robert Louis Stevenson School's sponsor-wide assets have grown 28.5% since 2022 across 3 plan years on file. More Educational Services plans

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 941218745.