Other · DOL Form 5500 · 2024
Santa Catalina School Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 124
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $352,136
- Avg per participant High balance/head
Official DOL plan name: Santa Catalina School DC Plan Retirement Plan · Sponsored by Santa Catalina School · California · Educational Services
$44M in assets, 124 participants
Santa Catalina School's Santa Catalina School DC Plan Retirement Plan reported $44M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,520 in Educational Services (3,638 peers)
Coverage in California
Santa Catalina School DC Plan Retirement Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $44M.
- #2,520
- in Educational Services (3,638 peers)
- +4.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Santa Catalina School DC Plan Retirement Plan's outsized position by total assets
Santa Catalina School DC Plan Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,664,923 Top 17% higher than 83% 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
Santa Catalina School DC Plan 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. Santa Catalina School DC Plan Retirement Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Catalina School DC Plan Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Santa Catalina School DC Plan Retirement Plan reported participants fell from 133 in the plan year 2023 filing to 124 in the plan year 2024 filing.
- Santa Catalina School DC Plan Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $44M in the plan year 2024 filing.
DOL schedule card
Filing strip 941156652 · Santa Catalina School PY 2024 · Other
Santa Catalina School DC Plan Retirement Plan · $44M · 124 · 83rd
- RANK $44M
- RANK 124
- RANK 83rd
- RANK Other
- RANK near The New York Academy of Medicine Retirement Plan
- RANK ind #2520
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 →
Santa Catalina School DC Plan Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $2M |
| Employer EIN | 941156652 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Catalina School)
Sponsor-wide plan assets over time
All Santa Catalina School plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 18.81708694220633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $37M |
| 2023 | 1 | 133 | $42M |
| 2024 | 1 | 124 | $44M |
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
Santa Catalina School DC Plan Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The New York Academy of Medicine Retirement Plan in NY ($44M); by covered participants it is Nardin Academy Retirement Plan in NY (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- The New York Academy of Medicine Retirement Plan (NY) $44M · 65
- Sme Employee Savings Plan (MI) $44M · 213
- Greensboro Day School Retirement Plan (NC) $44M · 254
- Lake Forest Academy Defined Contribution Plan (IL) $44M · 159
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- Nardin Academy Retirement Plan (NY) 124 · 0 off
- Sharon S. Richardson Community Hospice 403(b) Plan (WI) 124 · 0 off
- Employee Benefit Plan of Family Service League. Inc. (NY) 124 · 0 off
- Prokids, Inc. Retirement Plan (IN) 124 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.