Other · DOL Form 5500 · 2024
New Roads School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $67,061
- Avg per participant Below avg balance/head
Official DOL plan name: New Roads School 403(b) Plan · Sponsored by New Roads School · California · Educational Services
$12M in assets, 178 participants
New Roads School's New Roads School 403(b) Plan reported $12M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #1,547 in Educational Services (3,638 peers)
Coverage in California
New Roads School 403(b) Plan covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $12M.
- #1,547
- in Educational Services (3,638 peers)
- +14.8%
- assets growth YoY
New Roads School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
New Roads School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,936,936 Top 40% higher than 60% 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
New Roads School 403(b) 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. New Roads School 403(b) Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Roads School 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- New Roads School 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- New Roads School 403(b) Plan reported participants fell from 181 in the plan year 2023 filing to 178 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 954823489 · New Roads School PY 2024 · Other
New Roads School 403(b) Plan · $12M · 178 · 60th
- EBSA $12M
- PART 178
- TYPE 60th
- NET Other
- BOOK near Eastern National 403(b) Plan
- VS-ST ind #1547
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 →
New Roads School 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 954823489 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Roads School)
Sponsor-wide plan assets over time
All New Roads School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 38.178268864843865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $9M |
| 2023 | 1 | 181 | $10M |
| 2024 | 1 | 178 | $12M |
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
New Roads School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Eastern National 403(b) Plan in PA ($12M); by covered participants it is Louisiana Horsemens Pension Plan in LA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Eastern National 403(b) Plan (PA) $12M · 552
- Oregon Museum of Science and Industry Retirement Plan (OR) $12M · 68
- Depaul Group, Inc. 403(b) Plan (NY) $12M · 1,085
- Ham-Tmc Library 403(b) DC Plan (TX) $12M · 40
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Louisiana Horsemens Pension Plan (LA) 178 · 0 off
- Regenstrief Institute, Inc. Defined Contribution Retirement Plan (IN) 178 · 0 off
- Children's Miracle Network 403(b) Plan (UT) 178 · 0 off
- Food Lifeline 403(b) Plan (WA) 178 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.