How big is The Carey School's plan?

The Carey School's plan reported $17.3M in assets and 70 participants for 2024.

Original filing (PDF)20250317132909NAL0001706385001

The Carey School

Name: The Carey School — The Carey School Defined, Form 5500 (2024)
Creator: The Carey School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Carey School Defined Contribution Retirement Plan

403(b) retirement plan · The Carey School's The Carey School Defined Contribution Retirement Plan held $17.3M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Neely Norris signed The Carey School's 2024 Form 5500 as plan administrator.

Neely Norris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Carey School's EIN is 94-3085954.

EIN 94-3085954

Plan number 001

Plan year 2024

ACK ID 20250317132909NAL0001706385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Carey School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Carey School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE CAREY SCHOOL

EIN

all filings

Address

ONE CAREY SCHOOL LANE · SAN MATEO, CA · 94403

Phone

(650) 345-8205

Industry

Educational Services

Plan administrator