Other · DOL Form 5500 · 2022
Roessler Chadwick Foundation Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 273
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $182,648
- Avg per participant Above avg balance/head
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.
- #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.
- #3,117
- in Educational Services (4,024 peers)
- -10.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
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.
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's outsized position by total assets
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,862,958 Top 12% higher than 88% 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
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roessler Chadwick Foundation Dba Chadwick School Retirement Plan sits mid-pack in the medium band (273 participants).
Published 5500 schedule card
Filing strip 950615438 · Roessler Chadwick Foundation PY 2022 · Other
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan · $50M · 273 · 88th
- EOY $50M
- EOY 273
- EOY 88th
- EOY Other
- EOY near The Procter & Gamble Commercial Company Employees' Savings Plan
- EOY ind #3117
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 →
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Roessler Chadwick Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 27.265841308491968% vs 2022
- 2024 filing year
| 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.
- 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
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Procter & Gamble Commercial Company Employees' Savings Plan in OH ($50M); by covered participants it is The Winston Preparatory School 403(b) DC Plan in NY (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- The Winston Preparatory School 403(b) DC Plan (NY) 273 · 0 off
- Pli Retirement Savings Plan (NY) 273 · 0 off
- Union Institute & University Retirement Plan (OH) 273 · 0 off
- Training Toward Self-Reliance 403(b) Plan (PA) 273 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.