Other · DOL Form 5500 · 2024

Army and Navy Academy Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
150
Participants Small participant base
46th
Percentile by assets National rank
$42,100
Avg per participant Low balance/head
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Official DOL plan name: Army and Navy Academy Retirement Plan · Sponsored by Army and Navy Academy · California · Educational Services

$6M in assets, 150 participants

Army and Navy Academy's Army and Navy Academy Retirement Plan reported $6M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,103 in Educational Services (3,638 peers)

Coverage in California

Army and Navy Academy Retirement Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,103
in Educational Services (3,638 peers)
+9.8%
assets growth YoY

Army and Navy Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Army and Navy Academy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,314,977 46th percentile higher than 46% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Army and Navy Academy 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. Army and Navy Academy Retirement Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Army and Navy Academy Retirement Plan reported net income rose from -$244K in the plan year 2023 filing to $562K in the plan year 2024 filing.
  • Army and Navy Academy Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Army and Navy Academy Retirement Plan reported participants rose from 140 in the plan year 2023 filing to 150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951184512 · Army and Navy Academy PY 2024 · Other

Army and Navy Academy Retirement Plan · $6M · 150 · 46th

  • TYPE $6M
  • NET 150
  • BOOK 46th
  • VS-ST Other
  • BOY near Fort Bend Christian Academy 403b Plan
  • SCH ind #1103

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 →

Army and Navy Academy Retirement Plan in the asset neighbourhood

Fort Bend Christian Academy 403b PlanFort Bend Christian Academy …$6MExcelsior Academy Retirement PlanExcelsior Academy Retirement…$6MTexas A&m Foundation Employees' 403(b) PlanTexas A&m Foundation Employe…$6MArmy and Navy Academy Retirement PlanArmy and Navy Academy Retire…$6MDadeks Machine Works Easy Corporate Profit Sharing 150 Raymac St Houston, Tx 77037Dadeks Machine Works Easy Co…$6M
End-of-year total assets ($M) among Army and Navy Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$562K
Employer EIN951184512
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Army and Navy Academy)

Sponsor-wide plan assets over time

All Army and Navy Academy plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.3090285102512% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $6M $6.31M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 143 $6M
2023 1 140 $6M
2024 1 150 $6M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Army and Navy Academy Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Army and Navy Academy Retirement Plan, Total assets ($B): 0.006314977 · Participants: 150Army and Navy Academy Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Army and Navy Academy Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Army and Navy Academy Retirement Plan side-by-side with 3 peers →

Army and Navy Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Fort Bend Christian Academy 403b Plan in TX ($6M); by covered participants it is Tyrone Hospital 403(b) Plan in PA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Army and Navy Academy Retirement Plan assets move in 2024? ▼
Army and Navy Academy Retirement Plan grew at a solid clip - up 9.8% during 2024, from $6M to $6M. Reported net income was $562K.
How have Army and Navy Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Army and Navy Academy's sponsor-wide assets grew 5.3%, from $6M to $6M.
Which Other plans are similar in size to Army and Navy Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Fort Bend Christian Academy 403b Plan in TX ($6M, 233 participants).
Which Other plans cover a similar participant headcount to Army and Navy Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tyrone Hospital 403(b) Plan in PA (150 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951184512.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.