Other · DOL Form 5500 · 2024
Marlborough School Retirement Plan
Data updated 2026-08-11
- $64M
- Total assets
- 146
- Participants
- 87th
- Percentile by assets
- $440,669
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $64M
- total plan assets (2024 EOY)
- 146
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $440,669
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Marlborough School Defined Contribution Retirement Plan reports 146 participants - about 23% of that state average ($64M EOY assets).
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)
| 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.
Marlborough School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Marlborough School Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Marlborough School Defined Contribution Retirement Plan assets move in 2024? ▼
How have Marlborough School plan assets changed over time? ▼
Where does Marlborough School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Marlborough School Defined Contribution …
Filing takeaways
Ways to act on Marlborough School Defined Contribution Retirement Plan's numbers.
- By total assets, Marlborough School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Marlborough School's sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Educational Services plans