Other · DOL Form 5500 · 2022
The Bay School of San Francisco Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $177,571
- Avg per participant Above avg balance/head
Official DOL plan name: The Bay School of San Francisco DC Retirement Plan · Sponsored by The Bay School of San Francisco · California · Educational Services
$16M in assets, 90 participants
The Bay School of San Francisco's The Bay School of San Francisco DC Retirement Plan reported $16M in total assets and 90 participants in its 2022 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.
- #2,261 in Educational Services (4,024 peers)
The Bay School of San Francisco multi-year trail
The Bay School of San Francisco's plans moved +43.0% in assets from 2022 to 2024; this filing shows The Bay School of San Francisco DC Retirement Plan at $16M / 90 participants.
- #2,261
- in Educational Services (4,024 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Bay School of San Francisco DC Retirement Plan's outsized position by total assets
The Bay School of San Francisco DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,981,392 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Bay School of San Francisco DC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bay School of San Francisco DC Retirement Plan is a small filing (90 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 943266229 · The Bay School of San Francisco PY 2022 · Other
The Bay School of San Francisco DC Retirement Plan · $16M · 90 · 74th
- EBSA $16M
- PART 90
- TYPE 74th
- NET Other
- BOOK near Wolf Trap Foundation 403(b) Plan
- VS-ST ind #2261
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 →
The Bay School of San Francisco DC Retirement Plan in the asset neighbourhood
The Bay School of San Francisco multi-year asset trail
Sponsor-wide plan assets over time
All The Bay School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 42.95663982211312% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $16M |
| 2023 | 1 | 98 | $20M |
| 2024 | 1 | 103 | $23M |
The Bay School of San Francisco filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 943266229 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
The Bay School of San Francisco DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Wolf Trap Foundation 403(b) Plan in VA ($16M); by covered participants it is Central Counties Health Centers Tax Sheltered Annuity Plan in IL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Wolf Trap Foundation 403(b) Plan (VA) $16M · 99
- The Galloway School Retirement Plan (GA) $16M · 160
- Care Dimensions, Inc. 403(b) Plan (MA) $16M · 638
- 403(b) Thrift Plan of Fund for Public Health in New York, Inc. (NY) $16M · 306
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.