Other · DOL Form 5500 · 2024

Sage Hill School Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
118
Participants Small participant base
77th
Percentile by assets National rank
$245,934
Avg per participant Above avg balance/head
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Official DOL plan name: Sage Hill School Defined Contribution Retirement Plan · Sponsored by Sage Hill School · California · Educational Services

$29M in assets, 118 participants

Sage Hill School's Sage Hill School Defined Contribution Retirement Plan reported $29M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,227 in Educational Services (3,638 peers)

Coverage in California

Sage Hill School Defined Contribution Retirement Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $29M.

#2,227
in Educational Services (3,638 peers)
+18.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sage Hill School Defined Contribution Retirement Plan's outsized position by total assets

Sage Hill School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$29,020,171 Top 23% higher than 77% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sage Hill School Defined Contribution Retirement 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. Sage Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sage Hill School Defined Contribution Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Sage Hill School Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sage Hill School Defined Contribution Retirement Plan reported participants rose from 115 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330729698 · Sage Hill School PY 2024 · Other

Sage Hill School Defined Contribution Retirement Plan · $29M · 118 · 77th

  • RANK $29M
  • PHOTO 118
  • IND 77th
  • EOY Other
  • 5500 near 403(b) Thrift Plan for Employees of Walker Art Center
  • ASSETS ind #2227

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 →

Sage Hill School Defined Contribution Retirement Plan in the asset neighbourhood

Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd.Brooks Range 401(k) Profit S…$29M403(b) Thrift Plan for Employees of Walker Art Center403(b) Thrift Plan for Emplo…$29MSage Hill School Defined Contribution Retirement PlanSage Hill School Defined Con…$29MCalvert Hall College of Baltimore City 403(b) PlanCalvert Hall College of Balt…$29MSouth Shore Mental Health Center, Inc. Tax Sheltered Ann. PlanSouth Shore Mental Health Ce…$29M
End-of-year total assets ($M) among Sage Hill School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN330729698
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Hill School)

Sponsor-wide plan assets over time

All Sage Hill School plans reported in each filing year

Latest sponsor-wide plan assets
$29M 47.47483109352807% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $29M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 116 $20M
2023 1 115 $25M
2024 1 118 $29M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Sage Hill School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sage Hill School Defined Contribution Retirement Plan, Total assets ($B): 0.029020171 · Participants: 118Sage Hill School Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Sage Hill School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sage Hill School Defined Contribution Retirement Plan side-by-side with 3 peers →

Sage Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of Walker Art Center in MN ($29M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sage Hill School Defined Contribution Retirement Plan assets move in 2024? ▼
Sage Hill School Defined Contribution Retirement Plan grew sharply - up 18.1% during 2024, from $25M to $29M. Reported net income was $4M.
How have Sage Hill School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hill School's sponsor-wide assets grew 47.5%, from $20M to $29M.
Where does Sage Hill School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Sage Hill School Defined Contribution Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sage Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Walker Art Center in MN ($29M, 209 participants).
Which Other plans cover a similar participant headcount to Sage Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Preferred Home Services, LLC in SC (118 participants, N/A in assets).

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 330729698.

Read our methodology - how this data is sourced, computed, and verified.

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