401(k) · DOL Form 5500 · 2024

Menlo College 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
134
Participants Small participant base
79th
Percentile by assets National rank
$248,274
Avg per participant Above avg balance/head
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Official DOL plan name: Menlo College 403(b) Retirement Plan · Sponsored by Menlo College · California · Educational Services

$33M in assets, 134 participants

Menlo College's Menlo College 403(b) Retirement Plan reported $33M in total assets and 134 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.

  • #2,327 in Educational Services (3,638 peers)

Coverage in California

Menlo College 403(b) Retirement Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $33M.

#2,327
in Educational Services (3,638 peers)
+7.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Menlo College 403(b) Retirement Plan's outsized position by total assets

Menlo College 403(b) Retirement Plan vs every filed plan by assets

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

$33,268,684 Top 21% higher than 79% 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

Menlo College 403(b) 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. Menlo College 403(b) Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Menlo College 403(b) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Menlo College 403(b) Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Menlo College 403(b) Retirement Plan reported participants rose from 130 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943204136 · Menlo College PY 2024 · 401(k)

Menlo College 403(b) Retirement Plan · $33M · 134 · 79th

  • SCH $33M
  • EBSA 134
  • PART 79th
  • TYPE 401(k)
  • NET near Allied Aviation Services, Inc. 401(k) Retirement Plan
  • BOOK ind #2327

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 →

Menlo College 403(b) Retirement Plan in the asset neighbourhood

Menlo College 403(b) Retirement PlanMenlo College 403(b) Retirem…$33MAllied Aviation Services, Inc. 401(k) Retirement PlanAllied Aviation Services, In…$33M2h Offshore Inc 401(k) Profit Sharing Plan & Trust2h Offshore Inc 401(k) Profi…$33MShaw Systems Associates, L.L.C. Profit Sharing PlanShaw Systems Associates, L.L…$33MComputype, Inc. Profit Sharing and 401(k) PlanComputype, Inc. Profit Shari…$33M
End-of-year total assets ($M) among Menlo College 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN943204136
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Menlo College)

Sponsor-wide plan assets over time

All Menlo College plans reported in each filing year

Latest sponsor-wide plan assets
$33M 27.634185876716767% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.1M $33.3M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 123 $26M
2023 1 130 $31M
2024 2 245 $33M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Menlo College 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Menlo College 403(b) Retirement Plan, Total assets ($B): 0.033268684 · Participants: 134Menlo College 403(b) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Menlo College 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Menlo College 403(b) Retirement Plan side-by-side with 3 peers →

Menlo College 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allied Aviation Services, Inc. 401(k) Retirement Plan in FL ($33M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Menlo College 403(b) Retirement Plan assets move in 2024? ▼
Menlo College 403(b) Retirement Plan grew at a solid clip - up 7.2% during 2024, from $31M to $33M. Reported net income was $2M.
How have Menlo College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menlo College's sponsor-wide assets grew 27.6%, from $26M to $33M.
Where does Menlo College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Menlo College 403(b) Retirement Plan ranks in the 79th 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 401(k) plans are similar in size to Menlo College 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Aviation Services, Inc. 401(k) Retirement Plan in FL ($33M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Menlo College 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 943204136.

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.