Other · DOL Form 5500 · 2024
Sacramento Country Day School Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $117,936
- Avg per participant Below avg balance/head
Official DOL plan name: Sacramento Country Day School · Sponsored by Sacramento Country Day School · California · Educational Services
$19M in assets, 163 participants
Sacramento Country Day School's Sacramento Country Day School reported $19M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #1,913 in Educational Services (3,638 peers)
Coverage in California
Sacramento Country Day School covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $19M.
- #1,913
- in Educational Services (3,638 peers)
- +8.2%
- assets growth YoY
Sacramento Country Day School's outsized position by total assets
Sacramento Country Day School vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,223,583 Top 30% higher than 70% 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
Sacramento Country Day School 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. Sacramento Country Day School sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sacramento Country Day School reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sacramento Country Day School reported participants fell from 208 in the plan year 2023 filing to 163 in the plan year 2024 filing.
- Sacramento Country Day School end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941597352 · Sacramento Country Day School PY 2024 · Other
Sacramento Country Day School · $19M · 163 · 70th
- IND $19M
- EOY 163
- 5500 70th
- ASSETS Other
- PCT near Gateways Community Services 403(b) Plan
- EIN ind #1913
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 →
Sacramento Country Day School in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 941597352 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sacramento Country Day School)
Sponsor-wide plan assets over time
All Sacramento Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 27.066069774560575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 202 | $15M |
| 2023 | 1 | 208 | $18M |
| 2024 | 1 | 163 | $19M |
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
Sacramento Country Day School's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Gateways Community Services 403(b) Plan in NH ($19M); by covered participants it is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Society of Actuaries Research Institute 403(b) Retirement Plan (IL) 163 · 0 off
- The Calvert School 403(b) Retirement Savings Plan (MD) 163 · 0 off
- 403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc (OH) 163 · 0 off
- Experimental Aircraft Association, Inc. 403(b) Tda Plan (WI) 163 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.