Other · DOL Form 5500 · 2022

San Francisco Day School Retirement Plan

Data updated 2026-08-11

$27M
Total assets
120
Participants
81st
Percentile by assets
$225,910
Avg per participant
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Official DOL plan name: San Francisco Day School Defined Contribution Retirement Plan · Sponsored by San Francisco Day School · California · Educational Services

$27M in assets, 120 participants

San Francisco Day School's San Francisco Day School Defined Contribution Retirement Plan reported $27M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #2,691 in Educational Services (4,024 peers)

Coverage in California

San Francisco Day School Defined Contribution Retirement Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
120
covered participants
81st
percentile by assets (of 139,126 plans)
$225,910
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where San Francisco Day School Defined Contribution Retirement Plan sits by total assets

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

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

$27,109,227 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. San Francisco Day School Defined Contribution Retirement Plan reports 120 participants - about 19% of that state average ($27M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN942570257
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Day School)

$25M$30M$35M$40M 202220232024 $27.1M $35.5M ▲ +30.9%
Total plan assets by year, all San Francisco Day School plans on file
Year Plans Participants Total Assets
2022 1 120 $27M
2023 1 155 $32M
2024 1 140 $35M

Nearby Other Plans in California

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

San Francisco Day School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

San Francisco Day 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 Day Sc…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
San Francisco Day School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Francisco Day School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did San Francisco Day School Defined Contribution Retirement Plan assets move in 2022?
San Francisco Day School Defined Contribution Retirement Plan pulled back noticeably - down 12.4% during 2022, from $31M to $27M. Reported net income was -$4M.
How have San Francisco Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), San Francisco Day School's sponsor-wide assets grew 30.9%, from $27M to $35M.
Where does San Francisco Day School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
San Francisco Day School Defined Contribution Retirement Plan ranks in the 81st 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 Day School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA ($27M, 431 participants).

Next read for San Francisco Day School Defined Contrib…

Filing takeaways

Ways to act on San Francisco Day School Defined Contribution Retirement Plan's numbers.

  • By total assets, San Francisco Day School Defined Contribution 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
  • San Francisco Day School's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Educational Services plans