Other · DOL Form 5500 · 2024
Marlborough School Retirement Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $440,669
- Avg per participant High balance/head
Official DOL plan name: Marlborough School Defined Contribution Retirement Plan · Sponsored by Marlborough School · California · Educational Services
$64M in assets, 146 participants
Marlborough School's Marlborough School Defined Contribution Retirement Plan reported $64M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,777 in Educational Services (3,638 peers)
Coverage in California
Marlborough School Defined Contribution Retirement Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $64M.
- #2,777
- in Educational Services (3,638 peers)
- +8.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Marlborough School Defined Contribution Retirement Plan's outsized position by total assets
Marlborough School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,337,601 Top 13% higher than 87% 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
Marlborough School 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. Marlborough School Defined Contribution Retirement Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marlborough School Defined Contribution Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Marlborough School Defined Contribution Retirement Plan reported participants rose from 133 in the plan year 2023 filing to 146 in the plan year 2024 filing.
- Marlborough School Defined Contribution Retirement Plan end-of-year assets rose from $60M in the plan year 2023 filing to $64M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952816435 · Marlborough School PY 2024 · Other
Marlborough School Defined Contribution Retirement Plan · $64M · 146 · 87th
- 5500 $64M
- 5500 146
- 5500 87th
- 5500 Other
- 5500 near Public Health Solutions 403(b) Plan
- 5500 ind #2777
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 →
Marlborough School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $5M |
| Employer EIN | 952816435 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marlborough School)
Sponsor-wide plan assets over time
All Marlborough School plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 26.382149554905705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $51M |
| 2023 | 1 | 133 | $60M |
| 2024 | 1 | 146 | $64M |
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
Marlborough School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Public Health Solutions 403(b) Plan in NY ($64M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 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.