Other · DOL Form 5500 · 2022

San Francisco University High School Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
112
Participants Small participant base
87th
Percentile by assets National rank
$389,860
Avg per participant High balance/head
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Official DOL plan name: San Francisco University High School Defined Contribution Retirement Plan · Sponsored by San Francisco University High School · California · Educational Services

$44M in assets, 112 participants

San Francisco University High School's San Francisco University High School Defined Contribution Retirement Plan reported $44M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,044 in Educational Services (4,024 peers)

Coverage in California

San Francisco University High School Defined Contribution Retirement Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $44M.

#3,044
in Educational Services (4,024 peers)
-12.4%
assets change YoY
0.4×
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.

San Francisco University High School Defined Contribution Retirement Plan's outsized position by total assets

San Francisco University High School Defined Contribution Retirement Plan vs every filed plan by assets

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

$43,664,266 Top 13% higher than 87% 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

San Francisco University High School Defined Contribution 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. San Francisco University High School Defined Contribution Retirement Plan sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 237313754 · San Francisco University High School PY 2022 · Other

San Francisco University High School Defined Contribution Retirement Plan · $44M · 112 · 87th

  • RANK $44M
  • PHOTO 112
  • IND 87th
  • EOY Other
  • 5500 near Catlin Gabel School Retirement Plan
  • ASSETS ind #3044

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 →

San Francisco University High School Defined Contribution Retirement Plan in the asset neighbourhood

San Francisco University High School Defined Contribution Retirement PlanSan Francisco University Hig…$44MCatlin Gabel School Retirement PlanCatlin Gabel School Retireme…$44MTiaa Cref Retirement Plan for Hamden Hall Country Day SchoolTiaa Cref Retirement Plan fo…$44MSreb Retirement Plan$44MThe Episcopal Academy 403(b) Defined Contribution Retirement PlanThe Episcopal Academy 403(b)…$44M
End-of-year total assets ($M) among San Francisco University High School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$44M
Net Income-$6M
Employer EIN237313754
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco University High School)

Sponsor-wide plan assets over time

All San Francisco University High School plans reported in each filing year

Latest sponsor-wide plan assets
$54M 24.78961400610742% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.7M $54.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 112 $44M
2023 1 159 $51M
2024 1 119 $54M

Nearby Other Plans in California

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

San Francisco University High School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants San Francisco University High School Defined Contribution Retirement Plan, Total assets ($B): 0.043664266 · Participants: 112San Francisco University High School 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
San Francisco University High School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Outside California, the nearest Other by assets is Catlin Gabel School Retirement Plan in OR ($44M); by covered participants it is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 San Francisco University High School Defined Contribution Retirement Plan assets move in 2022?
San Francisco University High School Defined Contribution Retirement Plan pulled back noticeably - down 12.4% during 2022, from $50M to $44M. Reported net income was -$6M.
How have San Francisco University High School plan assets changed over time?
Across 3 plan years on file (2022-2024), San Francisco University High School's sponsor-wide assets grew 24.8%, from $44M to $54M.
Where does San Francisco University High School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
San Francisco University High School Defined Contribution Retirement Plan ranks in the 87th 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 San Francisco University High School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Catlin Gabel School Retirement Plan in OR ($44M, 241 participants).
Which Other plans cover a similar participant headcount to San Francisco University High School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants, $19M in assets).