How big is The Caltech Y's plan?

The Caltech Y's plan reported $1.7M in assets and 6 participants for 2025.

Original filing (PDF)20260506174251NAL0002301169001

The Caltech Y

Name: The Caltech Y — The Caltech Y Tax Deferred Annuity, Form 5500 (2025)
Creator: The Caltech Y
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Caltech Y Tax Deferred Annuity Plan

403(b) retirement plan · The Caltech Y's The Caltech Y Tax Deferred Annuity Plan held $1.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Athena Castro signed The Caltech Y's 2025 Form 5500 as plan administrator.

Athena Castro — 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 Caltech Y's EIN is 95-1684790.

EIN 95-1684790

Plan number 002

Plan year 2025

ACK ID 20260506174251NAL0002301169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Caltech Y from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Caltech Y's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CALTECH Y.

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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 (96th percentile).

Plan sponsor

Name

THE CALTECH Y

EIN

all filings

Address

1200 E. CALIFORNIA BLVD · MAIL CODE C1 -128 · PASADENA, CA · 91125

Phone

(626) 395-6163

Industry

Educational Services

Plan administrator