Other · DOL Form 5500 · 2024
Robert Louis Stevenson School Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 189
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $313,283
- Avg per participant High balance/head
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.
- #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.
- #2,727
- in Educational Services (3,638 peers)
- +10.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Robert Louis Stevenson School Defined Contribution Retirement Plan's outsized position 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 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. Robert Louis Stevenson School Defined Contribution Retirement Plan sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
EBSA filing schedule strip
Filing strip 941218745 · Robert Louis Stevenson School PY 2024 · Other
Robert Louis Stevenson School Defined Contribution Retirement Plan · $59M · 189 · 86th
- IND $59M
- EOY 189
- 5500 86th
- ASSETS Other
- PCT near Waynesburg University Defined Contribution Retirement Plan
- EIN ind #2727
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 →
Robert Louis Stevenson School Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Robert Louis Stevenson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 28.465175337548587% vs 2022
- 2024 filing year
| 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.
- 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
Robert Louis Stevenson School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($59M); by covered participants it is Group Health Plan, Inc. 403(b)(7) Plan in MN (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Group Health Plan, Inc. 403(b)(7) Plan (MN) 189 · 0 off
- Darlington School DC Plan (GA) 189 · 0 off
- Resilient Health 403(b) Plan (AZ) 189 · 0 off
- The Harley School DC Plan (NY) 189 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.