Jesuit High School of Sacramento Employee Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Jesuit High School of Sacramento · California · Educational Services
What the 2023 filing shows
Jesuit High School of Sacramento Employee Retirement Plan holds $27M for 130 participants — about $209,472 per participant, up 12.7% over the 2024 plan year.
- $27M
- total plan assets (2024 EOY)
- 130
- covered participants
- $209,472
- avg assets per participant
- +12.7%
- assets growth YoY
What the Filing Says About Jesuit High School of Sacramento Employee Retirement Plan
Jesuit High School of Sacramento Employee Retirement Plan is a Profit Sharing retirement plan sponsored by Jesuit High School of Sacramento, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 130 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 941525873, and the plan has been effective since 2002-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $24M at the beginning of 2024 to $27M at year-end — a gain of 12.7%. Net assets (after liabilities) closed the year at $27M, with reported net income of $3M 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) | $24M |
| Total Assets (End of Year) | $27M |
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Plan Type | Profit Sharing |
| Employer EIN | 941525873 |
| Plan Effective Date | 2002-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jesuit High School of Sacramento)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 256 | $25M |
| 2023 | 1 | 124 | $24M |
| 2024 | 1 | 130 | $27M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Honda 401(k) Savings Plan $5.5B · 34,918
- Caltech Base Retirement Plan $4.8B · 10,682
Related Data
Guides
Frequently Asked Questions
How much money is in the Jesuit High School of Sacramento Employee Retirement Plan? ▼
What type of plan is Jesuit High School of Sacramento Employee Retirement Plan? ▼
Who sponsors the Jesuit High School of Sacramento Employee Retirement Plan? ▼
How did Jesuit High School of Sacramento Employee Retirement Plan perform in 2024? ▼
Where can I find official filings for Jesuit High School of Sacramento Employee Retirement Plan? ▼
How does Jesuit High School of Sacramento Employee Retirement Plan compare to other plans? ▼
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 941525873.
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.
Read our methodology — how this data is sourced, computed, and verified.