Other · DOL Form 5500 · 2024

The Thacher School Retirement Plan

Data updated 2026-08-11

$43M
Total assets
137
Participants
82nd
Percentile by assets
$315,458
Avg per participant
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Official DOL plan name: The Thacher School DC Retirement Plan · Sponsored by The Thacher School · California · Educational Services

$43M in assets, 137 participants

The Thacher School's The Thacher School DC Retirement Plan reported $43M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #2,508 in Educational Services (3,638 peers)

Coverage in California

The Thacher School DC Retirement Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY)
137
covered participants
82nd
percentile by assets (of 123,622 plans)
$315,458
avg assets per participant

Where The Thacher School DC Retirement Plan sits by total assets

The Thacher School DC Retirement Plan vs every filed plan by assets

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

$43,217,720 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Thacher School DC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Thacher School DC Retirement Plan reported participants fell from 222 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • The Thacher School DC Retirement Plan end-of-year assets rose from $41M in the plan year 2023 filing to $43M 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. The Thacher School DC Retirement Plan reports 137 participants - about 22% of that state average ($43M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$43M
Net Income$2M
Employer EIN951642398
Plan Effective Date1935-12-07
Filing StatusFILING RECEIVED

Sponsor Plan History (The Thacher School)

$30M$35M$40M$45M 202220232024 $35.1M $43.2M ▲ +23.3%
Total plan assets by year, all The Thacher School plans on file
Year Plans Participants Total Assets
2022 1 201 $35M
2023 1 222 $41M
2024 1 137 $43M

Nearby Other Plans in California

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

The Thacher School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Thacher School D…, Total assets ($B): 0.04321772 · Participants: 137The Thacher School D…Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
The Thacher School DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Thacher School DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Thacher School DC Retirement Plan assets move in 2024?
The Thacher School DC Retirement Plan edged up modestly - up 4.7% during 2024, from $41M to $43M. Reported net income was $2M.
How have The Thacher School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Thacher School's sponsor-wide assets grew 23.3%, from $35M to $43M.
Where does The Thacher School DC Retirement Plan rank by assets among Form 5500 filers?
The Thacher School DC Retirement Plan ranks in the 82nd 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 The Thacher School DC Retirement Plan?
Among Other plans in other states, the closest by assets is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY ($43M, 374 participants).

Next read for The Thacher School DC Retirement Plan

Filing takeaways

Ways to act on The Thacher School DC Retirement Plan's numbers.