Palm Valley School403(b)

Palm Valley School's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $4,901,472 across 185 participant accounts, with employer contributions averaging $1,001 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,032nd of 9,483), and 2,522nd of 3,091 in educational services. In 2022, employees put in $1.06 for every $1.00 the employer contributed.