Other · DOL Form 5500 · 2024

Sacramento Country Day School Retirement Plan

Data updated 2026-08-11

$19M
Total assets
163
Participants
70th
Percentile by assets
$117,936
Avg per participant
PlainRetire home → About this data

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.

  • 70th percentile by assets (of 123,622 plans)
  • #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.

$19M
total plan assets (2024 EOY)
163
covered participants
70th
percentile by assets (of 123,622 plans)
$117,936
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Sacramento Country Day School reports 163 participants - about 26% of that state average ($19M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN941597352
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sacramento Country Day School)

$14M$16M$18M$20M 202220232024 $15.1M $19.2M ▲ +27.0%
Total plan assets by year, all Sacramento Country Day School plans on file
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.

Sacramento Country Day School vs. nearby Other plans in California, assets vs. participants

Sacramento Country Day School vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sacramento Country D…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Sacramento Country Day School vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sacramento Country Day School by total assets, not by location.

Frequently Asked Questions

How did Sacramento Country Day School assets move in 2024?
Sacramento Country Day School grew at a solid clip - up 8.2% during 2024, from $18M to $19M. Reported net income was $1M.
How have Sacramento Country Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Sacramento Country Day School's sponsor-wide assets grew 27.1%, from $15M to $19M.
Which Other plans are similar in size to Sacramento Country Day School?
Among Other plans in other states, the closest by assets is Gateways Community Services 403(b) Plan in NH ($19M, 700 participants).

Filing takeaways

Ways to act on Sacramento Country Day School's numbers.