Other · DOL Form 5500 · 2024
ACHIEVEKIDS Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $55,712
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Achievekids · Sponsored by ACHIEVEKIDS · California · Educational Services
$8M in assets, 151 participants
ACHIEVEKIDS's 403(b) Thrift Plan of Achievekids reported $8M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,280 in Educational Services (3,638 peers)
Coverage in California
403(b) Thrift Plan of Achievekids covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $8M.
- #1,280
- in Educational Services (3,638 peers)
- +3.8%
- assets growth YoY
403(b) Thrift Plan of Achievekids's mid-pack asset rank among Educational Services and all filers
403(b) Thrift Plan of Achievekids vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,412,585 Top 48% higher than 52% 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
403(b) Thrift Plan of Achievekids 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. 403(b) Thrift Plan of Achievekids sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Achievekids reported net income fell from $1M in the plan year 2023 filing to $307K in the plan year 2024 filing.
- 403(b) Thrift Plan of Achievekids reported participants rose from 117 in the plan year 2023 filing to 151 in the plan year 2024 filing.
- 403(b) Thrift Plan of Achievekids end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 770412221 · ACHIEVEKIDS PY 2024 · Other
403(b) Thrift Plan of Achievekids · $8M · 151 · 52nd
- BOY $8M
- SCH 151
- EBSA 52nd
- PART Other
- TYPE near Sandhills Independent School Corporation Defined Contribution Retirement Plan
- NET ind #1280
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 →
403(b) Thrift Plan of Achievekids in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $307K |
| Employer EIN | 770412221 |
| Plan Effective Date | 1980-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ACHIEVEKIDS)
Sponsor-wide plan assets over time
All ACHIEVEKIDS plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 19.224220618063452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $7M |
| 2023 | 1 | 117 | $8M |
| 2024 | 1 | 151 | $8M |
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
403(b) Thrift Plan of Achievekids's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Sandhills Independent School Corporation Defined Contribution Retirement Plan in NC ($8M); by covered participants it is Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in MA (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 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.