Other · DOL Form 5500 · 2024
The Thacher School Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 137
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $315,458
- Avg per participant High balance/head
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.
- #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.
- #2,508
- in Educational Services (3,638 peers)
- +4.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Thacher School DC Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Thacher School DC 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. The Thacher School DC Retirement Plan sits mid-pack in the medium band (137 participants).
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.
Published 5500 schedule card
Filing strip 951642398 · The Thacher School PY 2024 · Other
The Thacher School DC Retirement Plan · $43M · 137 · 82nd
- VS-ST $43M
- BOY 137
- SCH 82nd
- EBSA Other
- PART near Crohn's & Colitis Foundation 403(b) Defined Contribution Plan
- TYPE ind #2508
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 Thacher School DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $2M |
| Employer EIN | 951642398 |
| Plan Effective Date | 1935-12-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Thacher School)
Sponsor-wide plan assets over time
All The Thacher School plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 23.27195518893636% vs 2022
- 2024 filing year
| 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.
- 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 Thacher School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY ($43M); by covered participants it is Connecticut Public Broadcasting Inc 403(b) Plan in CT (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (137 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.