Other · DOL Form 5500 · 2022

Urban School of San Francisco Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
86
Participants Small participant base
83rd
Percentile by assets National rank
$363,761
Avg per participant High balance/head
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Official DOL plan name: Urban School of San Francisco Defined Contribution Retirement Plan · Sponsored by Urban School of San Francisco · California · Educational Services

$31M in assets, 86 participants

Urban School of San Francisco's Urban School of San Francisco Defined Contribution Retirement Plan reported $31M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,796 in Educational Services (4,024 peers)

Where Urban School of San Francisco Defined Contribution Retirement Plan sits by assets

Urban School of San Francisco Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 86 participants (~$363,761/participant), down 12.0% in 2022.

#2,796
in Educational Services (4,024 peers)
-12.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Urban School of San Francisco Defined Contribution Retirement Plan's outsized position by total assets

Urban School of San Francisco Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,283,419 Top 17% higher than 83% of 139,123 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 2022

Urban School of San Francisco Defined Contribution 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. Urban School of San Francisco Defined Contribution Retirement Plan is a small filing (86 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 941622034 · Urban School of San Francisco PY 2022 · Other

Urban School of San Francisco Defined Contribution Retirement Plan · $31M · 86 · 83rd

  • NET $31M
  • BOOK 86
  • VS-ST 83rd
  • BOY Other
  • SCH near St. Johnsbury Academy 403(b) Retirement Plan
  • EBSA ind #2796

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 →

Urban School of San Francisco Defined Contribution Retirement Plan in the asset neighbourhood

Excelsior University Supplemental 403(b) PlanExcelsior University Supplem…$31MAmerican Water Works Association Defined Contribution Retirement PlanAmerican Water Works Associa…$31MThe Community Builders, Inc. Tax Sheltered Annuity PlanThe Community Builders, Inc.…$31MSt. Johnsbury Academy 403(b) Retirement PlanSt. Johnsbury Academy 403(b)…$31MUrban School of San Francisco Defined Contribution Retirement PlanUrban School of San Francisc…$31M
End-of-year total assets ($M) among Urban School of San Francisco Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN941622034
Plan Effective Date1966-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Urban School of San Francisco)

Sponsor-wide plan assets over time

All Urban School of San Francisco plans reported in each filing year

Latest sponsor-wide plan assets
$42M 35.43724872271793% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $42.4M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 86 $31M
2023 1 100 $37M
2024 1 100 $42M

Nearby Other Plans in California

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

Urban School of San Francisco Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Urban School of San Francisco Defined Contribution Retirement Plan, Total assets ($B): 0.031283419 · Participants: 86Urban School of San Francisco Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Urban School of San Francisco Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Urban School of San Francisco Defined Contribution Retirement Plan side-by-side with 3 peers →

Urban School of San Francisco Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is St. Johnsbury Academy 403(b) Retirement Plan in VT ($31M); by covered participants it is Terc, Inc. DC Retirement Plan in MA (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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.

Frequently Asked Questions

How did Urban School of San Francisco Defined Contribution Retirement Plan assets move in 2022? ▼
Urban School of San Francisco Defined Contribution Retirement Plan pulled back noticeably - down 12.0% during 2022, from $36M to $31M. Reported net income was -$4M.
How have Urban School of San Francisco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urban School of San Francisco's sponsor-wide assets grew 35.4%, from $31M to $42M.
Where does Urban School of San Francisco Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Urban School of San Francisco Defined Contribution Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Urban School of San Francisco Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Johnsbury Academy 403(b) Retirement Plan in VT ($31M, 231 participants).
Which Other plans cover a similar participant headcount to Urban School of San Francisco Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Terc, Inc. DC Retirement Plan in MA (86 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941622034.

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.