Other · DOL Form 5500 · 2024
The Wesley School Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $118,226
- Avg per participant Near avg balance/head
Official DOL plan name: The Wesley School Defined Contribution Retirement Plan · Sponsored by The Wesley School · California · Educational Services
$8M in assets, 65 participants
The Wesley School's The Wesley School Defined Contribution Retirement Plan reported $8M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #1,216 in Educational Services (3,638 peers)
2024 asset change
The Wesley School Defined Contribution Retirement Plan grew sharply 17.9% in 2024 ($7M → $8M) for 65 participants.
- #1,216
- in Educational Services (3,638 peers)
- +17.9%
- assets growth YoY
The Wesley School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Wesley School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,684,681 Top 50% higher than 50% 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
The Wesley School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wesley School Defined Contribution Retirement Plan is a small filing (65 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 954741072 · The Wesley School PY 2024 · Other
The Wesley School Defined Contribution Retirement Plan · $8M · 65 · 50th
- EBSA $8M
- PART 65
- TYPE 50th
- NET Other
- BOOK near New York Shakespeare Festival 403(b) Plan
- VS-ST ind #1216
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 Wesley School Defined Contribution Retirement Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 954741072 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
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
The Wesley School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is New York Shakespeare Festival 403(b) Plan in NY ($8M); by covered participants it is Resources for the Future, Inc. 403(b) Retirement in DC (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Resources for the Future, Inc. 403(b) Retirement (DC) 65 · 0 off
- Central Christian College 403(b) DC Plan (KS) 65 · 0 off
- Dayspring Homes, Inc. 403(b) Plan (PA) 65 · 0 off
- Arise Academy, Inc. 403(b) Plan (LA) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.