Other · DOL Form 5500 · 2024
Charles Armstrong School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $181,840
- Avg per participant Above avg balance/head
Official DOL plan name: Charles Armstrong School Defined Contribution Retirement Plan · Sponsored by Charles Armstrong School · California · Educational Services
$24M in assets, 134 participants
Charles Armstrong School's Charles Armstrong School Defined Contribution Retirement Plan reported $24M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,098 in Educational Services (3,638 peers)
Coverage in California
Charles Armstrong School Defined Contribution Retirement Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $24M.
- #2,098
- in Educational Services (3,638 peers)
- +7.3%
- assets growth YoY
Charles Armstrong School Defined Contribution Retirement Plan's outsized position by total assets
Charles Armstrong School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,366,516 Top 26% higher than 74% 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
Charles Armstrong 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. Charles Armstrong School Defined Contribution Retirement Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles Armstrong School Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Charles Armstrong School Defined Contribution Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941666217 · Charles Armstrong School PY 2024 · Other
Charles Armstrong School Defined Contribution Retirement Plan · $24M · 134 · 74th
- EOY $24M
- 5500 134
- ASSETS 74th
- PCT Other
- EIN near 403(b) Thrift Plan of Fund for Public Health in New York, Inc.
- RANK ind #2098
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 →
Charles Armstrong School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 941666217 |
| Plan Effective Date | 1982-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles Armstrong School)
Sponsor-wide plan assets over time
All Charles Armstrong School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 24.352769178926252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $20M |
| 2023 | 1 | 135 | $23M |
| 2024 | 1 | 134 | $24M |
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
Charles Armstrong School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Fund for Public Health in New York, Inc. in NY ($24M); by covered participants it is Child Care Aware of America 403(b) Retirement Plan in VA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Child Care Aware of America 403(b) Retirement Plan (VA) 134 · 0 off
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) 134 · 0 off
- 403(b) Thrift Plan of Nashville Rescue Mission Ministries, LLC (TN) 134 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.