Other · DOL Form 5500 · 2024
Pacific Ridge School Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $186,773
- Avg per participant Above avg balance/head
Official DOL plan name: Pacific Ridge School 403(b) DC Plan · Sponsored by Pacific Ridge School · California · Educational Services
$26M in assets, 138 participants
Pacific Ridge School's Pacific Ridge School 403(b) DC Plan reported $26M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #2,143 in Educational Services (3,638 peers)
Coverage in California
Pacific Ridge School 403(b) DC Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $26M.
- #2,143
- in Educational Services (3,638 peers)
- +15.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pacific Ridge School 403(b) DC Plan's outsized position by total assets
Pacific Ridge School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,774,659 Top 25% higher than 75% 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
Pacific Ridge School 403(b) DC 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. Pacific Ridge School 403(b) DC Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Ridge School 403(b) DC Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 861061606 · Pacific Ridge School PY 2024 · Other
Pacific Ridge School 403(b) DC Plan · $26M · 138 · 75th
- TYPE $26M
- TYPE 138
- TYPE 75th
- TYPE Other
- TYPE near The Wilderness Society 403(b) Plan
- TYPE ind #2143
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 →
Pacific Ridge School 403(b) DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 861061606 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Ridge School)
Sponsor-wide plan assets over time
All Pacific Ridge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 35.47958436258443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $19M |
| 2023 | 1 | 138 | $22M |
| 2024 | 1 | 138 | $26M |
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
Pacific Ridge School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Wilderness Society 403(b) Plan in DC ($26M); by covered participants it is Belmont Hill School Defined Contribution Retirement Plan in MA (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- The Wilderness Society 403(b) Plan (DC) $26M · 167
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan (MO) $26M · 1,112
- Belmont Day School DC Retirement Plan (MA) $26M · 98
- The Jemicy School Retirement Plan (MD) $26M · 169
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Belmont Hill School Defined Contribution Retirement Plan (MA) 138 · 0 off
- West Virginia University Foundation DC Retirement Plan (WV) 138 · 0 off
- Professional Care Services 403(b) Plan (TN) 138 · 0 off
- Oceana, Inc. Retirement Plan (DC) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.