Other · DOL Form 5500 · 2024
The Seven Hills School Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 105
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $239,036
- Avg per participant Above avg balance/head
Official DOL plan name: The Seven Hills School Retirement Plan · Sponsored by The Seven Hills School · California · Educational Services
$25M in assets, 105 participants
The Seven Hills School's The Seven Hills School Retirement Plan reported $25M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,118 in Educational Services (3,638 peers)
Coverage in California
The Seven Hills School Retirement Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $25M.
- #2,118
- in Educational Services (3,638 peers)
- +7.9%
- assets growth YoY
The Seven Hills School Retirement Plan's outsized position by total assets
The Seven Hills School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,098,775 Top 26% higher than 74% 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 Seven Hills School 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 Seven Hills School Retirement Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Seven Hills School Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Seven Hills School Retirement Plan reported participants rose from 96 in the plan year 2023 filing to 105 in the plan year 2024 filing.
- The Seven Hills School Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941628213 · The Seven Hills School PY 2024 · Other
The Seven Hills School Retirement Plan · $25M · 105 · 74th
- RANK $25M
- PHOTO 105
- IND 74th
- EOY Other
- 5500 near Sage Bionetworks Retirement Plan
- ASSETS ind #2118
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 Seven Hills School Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 941628213 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Seven Hills School)
Sponsor-wide plan assets over time
All The Seven Hills School plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 27.79059140400854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $20M |
| 2023 | 1 | 96 | $23M |
| 2024 | 1 | 105 | $25M |
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 Seven Hills School Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Sage Bionetworks Retirement Plan in WA ($25M); by covered participants it is University of Hawaii Foundation 403(b) Plan in HI (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- University of Hawaii Foundation 403(b) Plan (HI) 105 · 0 off
- Printing Partners 401(k) Plan (IN) 105 · 0 off
- College of the Atlantic DC Retirement Plan (ME) 105 · 0 off
- 403b Thrift Plan of Marcus Jewish Community Center of Atlanta, Inc. (GA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.