Other · DOL Form 5500 · 2024
The Pegasus School Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $243,542
- Avg per participant Above avg balance/head
Official DOL plan name: The Pegasus School DC Retirement Plan · Sponsored by The Pegasus School · California · Educational Services
$30M in assets, 123 participants
The Pegasus School's The Pegasus School DC Retirement Plan reported $30M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,249 in Educational Services (3,638 peers)
Coverage in California
The Pegasus School DC Retirement Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $30M.
- #2,249
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Pegasus School DC Retirement Plan's outsized position by total assets
The Pegasus School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,955,663 Top 23% higher than 77% 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 Pegasus School DC 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 Pegasus School DC Retirement Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Pegasus School DC Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Pegasus School DC Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330162184 · The Pegasus School PY 2024 · Other
The Pegasus School DC Retirement Plan · $30M · 123 · 77th
- ASSETS $30M
- ASSETS 123
- ASSETS 77th
- ASSETS Other
- ASSETS near Coker University Retirement Plan
- ASSETS ind #2249
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 Pegasus School DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 330162184 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Pegasus School)
Sponsor-wide plan assets over time
All The Pegasus School plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 33.31753259208853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $22M |
| 2023 | 1 | 122 | $27M |
| 2024 | 1 | 123 | $30M |
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 Pegasus School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Coker University Retirement Plan in SC ($30M); by covered participants it is Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan in MO (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) 123 · 0 off
- Arise Academy, Inc. 403(b) Plan (LA) 123 · 0 off
- The Madeira School 403(b) Plan (VA) 123 · 0 off
- Old Colony Hospice, Inc. 403(b) Plan (MA) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.