Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Thomas Aquinas College DC Retirement and Tda Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Thomas Aquinas College · California · Educational Services

What the 2023 filing shows

Thomas Aquinas College DC Retirement and Tda Plan holds $31M for 149 participants — about $209,895 per participant, up 13.4% over the 2024 plan year.

$31M
total plan assets (2024 EOY)
149
covered participants
$209,895
avg assets per participant
+13.4%
assets growth YoY
Total Assets (2023)
$31M
Participants
149
State
Industry
Educational Services

What the Filing Says About Thomas Aquinas College DC Retirement and Tda Plan

Thomas Aquinas College DC Retirement and Tda Plan is a Profit Sharing retirement plan sponsored by Thomas Aquinas College, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 149 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 941698615, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2024 to $31M at year-end — a gain of 13.4%. Net assets (after liabilities) closed the year at $31M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$4M
Plan TypeProfit Sharing
Employer EIN941698615
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas Aquinas College)

Year Plans Participants Total Assets
2022 1 130 $26M
2023 1 146 $28M
2024 1 149 $31M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Thomas Aquinas College DC Retirement and Tda Plan?
As of the 2024 Form 5500 filing, Thomas Aquinas College DC Retirement and Tda Plan holds $31M in total assets with 149 participants. It is sponsored by Thomas Aquinas College.
What type of plan is Thomas Aquinas College DC Retirement and Tda Plan?
Thomas Aquinas College DC Retirement and Tda Plan is a Profit Sharing plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 941698615.
Who sponsors the Thomas Aquinas College DC Retirement and Tda Plan?
Thomas Aquinas College DC Retirement and Tda Plan is sponsored by Thomas Aquinas College, located in California. The sponsor's EIN is 941698615 and the plan operates in the Educational Services industry.
How did Thomas Aquinas College DC Retirement and Tda Plan perform in 2024?
Thomas Aquinas College DC Retirement and Tda Plan grew by 13.4% during 2024, moving from $28M to $31M in total assets. Net income was $4M.
Where can I find official filings for Thomas Aquinas College DC Retirement and Tda Plan?
Official Form 5500 filings for Thomas Aquinas College DC Retirement and Tda Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941698615 or plan name at efast.dol.gov.
How does Thomas Aquinas College DC Retirement and Tda Plan compare to other plans?
You can compare Thomas Aquinas College DC Retirement and Tda Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 941698615.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.