Other · DOL Form 5500 · 2022

San Francisco Friends School Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
56
Participants Small participant base
75th
Percentile by assets National rank
$303,617
Avg per participant High balance/head
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Official DOL plan name: San Francisco Friends School Defined Contribution Retirement Plan · Sponsored by San Francisco Friends School · California · Educational Services

$17M in assets, 56 participants

San Francisco Friends School's San Francisco Friends School Defined Contribution Retirement Plan reported $17M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,320 in Educational Services (4,024 peers)

Where San Francisco Friends School Defined Contribution Retirement Plan sits by assets

San Francisco Friends School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 56 participants (~$303,617/participant), up 14.9% in 2022.

#2,320
in Educational Services (4,024 peers)
+14.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$17,002,541 Top 25% higher than 75% 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 Friends School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Friends School Defined Contribution Retirement Plan is a small filing (56 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 943397589 · San Francisco Friends School PY 2022 · Other

San Francisco Friends School Defined Contribution Retirement Plan · $17M · 56 · 75th

  • EIN $17M
  • RANK 56
  • PHOTO 75th
  • IND Other
  • EOY near Stratford Academy, Inc. Retirement Plan
  • 5500 ind #2320

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 Friends School Defined Contribution Retirement Plan in the asset neighbourhood

Kennebec Behavioral Health 403(b) PlanKennebec Behavioral Health 4…$17MSan Francisco Friends School Defined Contribution Retirement PlanSan Francisco Friends School…$17MStratford Academy, Inc. Retirement PlanStratford Academy, Inc. Reti…$17MEden Autism Services, Inc. 403(b) Retirement PlanEden Autism Services, Inc. 4…$17MBuilding Blocks Developmental Pre School, Inc. 403(b) PlanBuilding Blocks Developmenta…$17M
End-of-year total assets ($M) among San Francisco Friends School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN943397589
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Friends School)

Sponsor-wide plan assets over time

All San Francisco Friends School plans reported in each filing year

Latest sponsor-wide plan assets
$23M 34.10106759924884% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 56 $17M
2023 1 76 $21M
2024 1 73 $23M

Nearby Other Plans in California

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

San Francisco Friends School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants San Francisco Friends School Defined Contribution Retirement Plan, Total assets ($B): 0.017002541 · Participants: 56San Francisco Friends 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 Friends School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Outside California, the nearest Other by assets is Stratford Academy, Inc. Retirement Plan in GA ($17M); by covered participants it is New Mexico Consortium 403b Retirement Plan in NM (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Friends School Defined Contribution Retirement Plan assets move in 2022?
San Francisco Friends School Defined Contribution Retirement Plan grew at a solid clip - up 14.9% during 2022, from $15M to $17M. Reported net income was $2M.
How have San Francisco Friends School plan assets changed over time?
Across 3 plan years on file (2022-2024), San Francisco Friends School's sponsor-wide assets grew 34.1%, from $17M to $23M.
Where does San Francisco Friends School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
San Francisco Friends School Defined Contribution Retirement Plan ranks in the 75th 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 Friends School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Stratford Academy, Inc. Retirement Plan in GA ($17M, 123 participants).
Which Other plans cover a similar participant headcount to San Francisco Friends School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is New Mexico Consortium 403b Retirement Plan in NM (56 participants, $7M in assets).