Other · DOL Form 5500 · 2024

Sonoma Academy Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
104
Participants Small participant base
70th
Percentile by assets National rank
$186,099
Avg per participant Above avg balance/head
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Official DOL plan name: Sonoma Academy Defined Contribution Retirement Plan · Sponsored by Sonoma Academy · California · Educational Services

$19M in assets, 104 participants

Sonoma Academy's Sonoma Academy Defined Contribution Retirement Plan reported $19M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,915 in Educational Services (3,638 peers)

Coverage in California

Sonoma Academy Defined Contribution Retirement Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $19M.

#1,915
in Educational Services (3,638 peers)
+7.5%
assets growth YoY

Sonoma Academy Defined Contribution Retirement Plan's outsized position by total assets

Sonoma Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$19,354,337 Top 30% higher than 70% 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

Sonoma Academy Defined Contribution 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. Sonoma Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sonoma Academy Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sonoma Academy Defined Contribution Retirement Plan reported participants rose from 88 in the plan year 2023 filing to 104 in the plan year 2024 filing.
  • Sonoma Academy Defined Contribution Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943343174 · Sonoma Academy PY 2024 · Other

Sonoma Academy Defined Contribution Retirement Plan · $19M · 104 · 70th

  • PHOTO $19M
  • PHOTO 104
  • PHOTO 70th
  • PHOTO Other
  • PHOTO near Brookhaven at Lexington 403(b) Plan
  • PHOTO ind #1915

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 →

Sonoma Academy Defined Contribution Retirement Plan in the asset neighbourhood

Codman Square Health Center 403(b) Pension PlanCodman Square Health Center …$19MBrookhaven at Lexington 403(b) PlanBrookhaven at Lexington 403(…$19MSonoma Academy Defined Contribution Retirement PlanSonoma Academy Defined Contr…$19MGuiding Eyes for the Blind 403(b) PlanGuiding Eyes for the Blind 4…$19MCtsi Enterprises 401(k) Retirement Plan for Employees of Chinook Winds CasinoCtsi Enterprises 401(k) Reti…$19M
End-of-year total assets ($M) among Sonoma Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN943343174
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonoma Academy)

Sponsor-wide plan assets over time

All Sonoma Academy plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.7436600156587% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $19.4M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 87 $15M
2023 1 88 $18M
2024 1 104 $19M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Sonoma Academy Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sonoma Academy Defined Contribution Retirement Plan, Total assets ($B): 0.019354337 · Participants: 104Sonoma Academy Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Sonoma Academy Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Sonoma Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Sonoma Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Brookhaven at Lexington 403(b) Plan in MA ($19M); by covered participants it is Employee Benefit Plan of Mountain West Brands, LLC in UT (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Sonoma Academy Defined Contribution Retirement Plan assets move in 2024? ▼
Sonoma Academy Defined Contribution Retirement Plan grew at a solid clip - up 7.5% during 2024, from $18M to $19M. Reported net income was $1M.
How have Sonoma Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonoma Academy's sponsor-wide assets grew 30.7%, from $15M to $19M.
Which Other plans are similar in size to Sonoma Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Brookhaven at Lexington 403(b) Plan in MA ($19M, 123 participants).
Which Other plans cover a similar participant headcount to Sonoma Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Mountain West Brands, LLC in UT (104 participants, $5M 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 943343174.

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.