Other · DOL Form 5500 · 2024
The Nueva School Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 316
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $129,701
- Avg per participant Near avg balance/head
Official DOL plan name: The Nueva School Defined Contribution Retirement Plan · Sponsored by The Nueva School · California · Educational Services
$41M in assets, 316 participants
The Nueva School's The Nueva School Defined Contribution Retirement Plan reported $41M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,473 in Educational Services (3,638 peers)
Where The Nueva School Defined Contribution Retirement Plan sits by assets
The Nueva School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 316 participants (~$129,701/participant), up 20.6% in 2024.
- #2,473
- in Educational Services (3,638 peers)
- +20.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Nueva School Defined Contribution Retirement Plan's outsized position by total assets
The Nueva School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,985,440 Top 18% higher than 82% 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 Nueva 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. The Nueva School Defined Contribution Retirement Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Nueva School Defined Contribution Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- The Nueva School Defined Contribution Retirement Plan reported participants rose from 267 in the plan year 2023 filing to 316 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941633387 · The Nueva School PY 2024 · Other
The Nueva School Defined Contribution Retirement Plan · $41M · 316 · 82nd
- IND $41M
- EOY 316
- 5500 82nd
- ASSETS Other
- PCT near Western Wisconsin Health 403(b) Plan
- EIN ind #2473
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 Nueva School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $7M |
| Employer EIN | 941633387 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Nueva School)
Sponsor-wide plan assets over time
All The Nueva School plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 52.51109605386939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $27M |
| 2023 | 1 | 267 | $34M |
| 2024 | 1 | 316 | $41M |
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 Nueva School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Western Wisconsin Health 403(b) Plan in WI ($41M); by covered participants it is The Mary Wade Home, Inc. 403(b) Savings Plan in CT (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- The Mary Wade Home, Inc. 403(b) Savings Plan (CT) 316 · 0 off
- Wittenberg University Defined Contribution Retirement Plan (OH) 316 · 0 off
- Mainline Health 403b Plan (AR) 316 · 0 off
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) 316 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.