Other · DOL Form 5500 · 2024
The Colburn School Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 333
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $102,272
- Avg per participant Below avg balance/head
Official DOL plan name: The Colburn School Tda / DC Plan · Sponsored by The Colburn School · California · Educational Services
$34M in assets, 333 participants
The Colburn School's The Colburn School Tda / DC Plan reported $34M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,345 in Educational Services (3,638 peers)
Where The Colburn School Tda / DC Plan sits by assets
The Colburn School Tda / DC Plan sits in the top quartile of all filed plans by assets, $34M for 333 participants (~$102,272/participant), up 13.3% in 2024.
- #2,345
- in Educational Services (3,638 peers)
- +13.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Colburn School Tda / DC Plan's outsized position by total assets
The Colburn School Tda / DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,056,579 Top 21% higher than 79% 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 Colburn School Tda / DC Plan 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. The Colburn School Tda / DC Plan sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Colburn School Tda / DC Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Colburn School Tda / DC Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- The Colburn School Tda / DC Plan reported participants rose from 320 in the plan year 2023 filing to 333 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952501387 · The Colburn School PY 2024 · Other
The Colburn School Tda / DC Plan · $34M · 333 · 79th
- EOY $34M
- 5500 333
- ASSETS 79th
- PCT Other
- EIN near Amery Hospital & Clinic 403(b)Plan
- RANK ind #2345
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 Colburn School Tda / DC Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 952501387 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Colburn School)
Sponsor-wide plan assets over time
All The Colburn School plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 20.354039688381068% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $28M |
| 2023 | 1 | 320 | $30M |
| 2024 | 1 | 333 | $34M |
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 Colburn School Tda / DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Amery Hospital & Clinic 403(b)Plan in MN ($34M); by covered participants it is Hawken School Retirement Plan in OH (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- Hawken School Retirement Plan (OH) 333 · 0 off
- King School, Inc. Section 403(b) Plan (CT) 332 · 1 off
- 403(b) Thrift Plan for Cpc Integrated Health, Inc. (NJ) 334 · 1 off
- St. James Place of Baton Rouge 403(b) Plan (LA) 334 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.