Other · DOL Form 5500 · 2024

Sage Hill School Retirement Plan

Data updated 2026-07-24

$29M
Total assets
118
Participants
77th
Percentile by assets
$245,934
Avg per participant
PlainRetire home → About this data

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.

  • 77th percentile by assets (of 116,472 plans)

Coverage in California

Sage Hill School Defined Contribution Retirement Plan covers 118 participants in California, about 19% of the average California filer (state average ~637 per filing). Assets: $29M.

$29M
total plan assets (2024 EOY)
118
covered participants
77th
percentile by assets (of 116,472 plans)
$245,934
avg assets per participant

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 →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Sage Hill School Defined Contribution Retirement Plan reports 118 participants - about 19% of that state average ($29M EOY assets).

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)

$15M$20M$25M$30M 202220232024 $19.7M $29M ▲ +47.5%
Total plan assets by year, all Sage Hill School plans on file
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

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 Def…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Sage Hill School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sage Hill School Defined Contribution Re… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sage Hill School Defined Contribution Retirement Plan by total assets, not by location.

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 116,472 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 Calvert Hall College of Baltimore City 403(b) Plan in MD ($29M, 149 participants).

Next read for Sage Hill School Defined Contribution Re…

Filing takeaways

Ways to act on Sage Hill School Defined Contribution Retirement Plan's numbers.

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.