Other · DOL Form 5500 · 2022
The Ronald Reagan Presidential Foundation and Institute Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $106,632
- Avg per participant Below avg balance/head
Official DOL plan name: Ronald Reagan Presidential Foundation 403(b) DC Plan · Sponsored by The Ronald Reagan Presidential Foundation and Institute · California · Educational Services
$11M in assets, 100 participants
The Ronald Reagan Presidential Foundation and Institute's Ronald Reagan Presidential Foundation 403(b) DC Plan reported $11M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #1,962 in Educational Services (4,024 peers)
Coverage in California
Ronald Reagan Presidential Foundation 403(b) DC Plan covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $11M.
- #1,962
- in Educational Services (4,024 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ronald Reagan Presidential Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Ronald Reagan Presidential Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,663,232 Top 34% higher than 66% 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
Ronald Reagan Presidential Foundation 403(b) DC 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. Ronald Reagan Presidential Foundation 403(b) DC Plan is a small filing (100 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 770054631 · The Ronald Reagan Presidential Foundation and Institute PY 2022 · Other
Ronald Reagan Presidential Foundation 403(b) DC Plan · $11M · 100 · 66th
- 5500 $11M
- 5500 100
- 5500 66th
- 5500 Other
- 5500 near Harlem United Community Aids Center, Inc. 403b Plan
- 5500 ind #1962
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 →
Ronald Reagan Presidential Foundation 403(b) DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 770054631 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ronald Reagan Presidential Foundation and Institute)
Sponsor-wide plan assets over time
All The Ronald Reagan Presidential Foundation and Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 26.2891401031132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $11M |
| 2023 | 1 | 110 | $12M |
| 2024 | 1 | 112 | $13M |
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
Ronald Reagan Presidential Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Harlem United Community Aids Center, Inc. 403b Plan in NY ($11M); by covered participants it is Defiance College DC Retirement Plan in OH (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Harlem United Community Aids Center, Inc. 403b Plan (NY) $11M · 600
- Clara Barton Hospital Tax Deferred Annuity Plan (KS) $11M · 275
- Able, Inc. 403(b) Plan (ND) $11M · 242
- Montverde Academy Retirement Plan (FL) $11M · 223
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Defiance College DC Retirement Plan (OH) 100 · 0 off
- The Alfred & Adele Davis Academy, Inc. DC Plan (GA) 100 · 0 off
- Metropolitan College of New York 403(b) DC Plan (NY) 100 · 0 off
- The Fenn School Tda and Retirement Plan (MA) 100 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.