Other · DOL Form 5500 · 2022
Roessler Chadwick Foundation Retirement Plan
Data updated 2026-08-11
- $50M
- Total assets
- 273
- Participants
- 88th
- Percentile by assets
- $182,648
- Avg per participant
Official DOL plan name: Roessler Chadwick Foundation Dba Chadwick School Retirement Plan · Sponsored by Roessler Chadwick Foundation · California · Educational Services
$50M in assets, 273 participants
Roessler Chadwick Foundation's Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reported $50M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #3,117 in Educational Services (4,024 peers)
Coverage in California
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan covers 273 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $50M.
- $50M
- total plan assets (2022 EOY)
- 273
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $182,648
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reports 273 participants - about 43% of that state average ($50M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$6M |
| Employer EIN | 950615438 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roessler Chadwick Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $50M |
| 2023 | 1 | 294 | $57M |
| 2024 | 1 | 296 | $63M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Roessler Chadwick Foundation Dba Chadwick School Retirement Plan by total assets, not by location.
- The Procter & Gamble Commercial Company Employees' Savings Plan (OH) $50M · 39
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) $50M · 1,300
- College of Mount Saint Vincent Defined Contribution Plan (NY) $50M · 288
- 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC (AR) $50M · 1,286
Frequently Asked Questions
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Filing takeaways
Ways to act on Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's numbers.
- By total assets, Roessler Chadwick Foundation Dba Chadwick School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Roessler Chadwick Foundation's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Educational Services plans