Other · DOL Form 5500 · 2022
Family Services Agency of San Francisco Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 386
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $14,220
- Avg per participant Low balance/head
Official DOL plan name: The Felton Institute 403b Plan · Sponsored by Family Services Agency of San Francisco · California · Healthcare & Social Assistance
$5M in assets, 386 participants
Family Services Agency of San Francisco's The Felton Institute 403b Plan reported $5M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,693 in Healthcare & Social Assistance (20,060 peers)
Family Services Agency of San Francisco multi-year trail
Family Services Agency of San Francisco's plans moved +63.8% in assets from 2022 to 2024; this filing shows The Felton Institute 403b Plan at $5M / 386 participants.
- #11,693
- in Healthcare & Social Assistance (20,060 peers)
- +2.4%
- assets growth YoY
The Felton Institute 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Felton Institute 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,489,046 Top 48% higher than 52% 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
The Felton Institute 403b 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. The Felton Institute 403b Plan sits mid-pack in the medium band (386 participants).
Published 5500 schedule card
Filing strip 941156530 · Family Services Agency of San Francisco PY 2022 · Other
The Felton Institute 403b Plan · $5M · 386 · 52nd
- NET $5M
- NET 386
- NET 52nd
- NET Other
- NET near Fall River Health Services 403(b) Plan
- NET ind #11693
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 Healthcare & Social Assistance retirement plans → · Plans in California →
The Felton Institute 403b Plan in the asset neighbourhood
Family Services Agency of San Francisco multi-year asset trail
Sponsor-wide plan assets over time
All Family Services Agency of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.81730085701596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $5M |
| 2023 | 1 | 502 | $7M |
| 2024 | 1 | 551 | $9M |
Family Services Agency of San Francisco filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $127K |
| Employer EIN | 941156530 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
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
The Felton Institute 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Fall River Health Services 403(b) Plan in SD ($5M); by covered participants it is Southern New Hampshire Services, Inc. Employer Sponsored 403(b) Plan in NH (386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Fall River Health Services 403(b) Plan (SD) $5M · 236
- North Country School DC Plan (NY) $5M · 43
- Inccrra Tsa Plan (IL) $5M · 121
- Greater Lawrence Community Action Council Inc. 403b Plan (MA) $5M · 470
Similar participant headcount
Nearest other-state filings by covered participants (386 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.