Other · DOL Form 5500 · 2022
San Francisco Aids Foundation Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 190
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $67,730
- Avg per participant Below avg balance/head
Official DOL plan name: San Francisco Aids Foundation 403(b) Plan · Sponsored by San Francisco Aids Foundation · California · Other Services
$13M in assets, 190 participants
San Francisco Aids Foundation's San Francisco Aids Foundation 403(b) Plan reported $13M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #6,944 in Other Services (8,398 peers)
Coverage in California
San Francisco Aids Foundation 403(b) Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $13M.
- #6,944
- in Other Services (8,398 peers)
- -18.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Francisco Aids Foundation 403(b) Plan's outsized position by total assets
San Francisco Aids Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,868,664 Top 30% higher than 70% 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
San Francisco Aids Foundation 403(b) 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. San Francisco Aids Foundation 403(b) Plan sits mid-pack in the medium band (190 participants).
Published 5500 schedule card
Filing strip 942927405 · San Francisco Aids Foundation PY 2022 · Other
San Francisco Aids Foundation 403(b) Plan · $13M · 190 · 70th
- RANK $13M
- PHOTO 190
- IND 70th
- EOY Other
- 5500 near Summitstone Health Partners 403(b) Retirement Plan
- ASSETS ind #6944
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 Other Services retirement plans → · Plans in California →
San Francisco Aids Foundation 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 942927405 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Aids Foundation)
Sponsor-wide plan assets over time
All San Francisco Aids Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.54090463470023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $13M |
| 2023 | 1 | 191 | $14M |
| 2024 | 1 | 178 | $16M |
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
San Francisco Aids Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Summitstone Health Partners 403(b) Retirement Plan in CO ($13M); by covered participants it is Milwaukee Art Museum, Inc. Employees' Retirement Income Plan in WI (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (190 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.