Other · DOL Form 5500 · 2022

The Brandeis School of San Francisco Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
167
Participants Small participant base
76th
Percentile by assets National rank
$112,579
Avg per participant Below avg balance/head
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Official DOL plan name: The Brandeis School of San Francisco Retirement Plan · Sponsored by The Brandeis School of San Francisco · California · Educational Services

$19M in assets, 167 participants

The Brandeis School of San Francisco's The Brandeis School of San Francisco Retirement Plan reported $19M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,396 in Educational Services (4,024 peers)

Coverage in California

The Brandeis School of San Francisco Retirement Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $19M.

#2,396
in Educational Services (4,024 peers)
+12.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Brandeis School of San Francisco Retirement Plan's outsized position by total assets

The Brandeis School of San Francisco Retirement Plan vs every filed plan by assets

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

$18,800,726 Top 24% higher than 76% 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

The Brandeis School of San Francisco 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. The Brandeis School of San Francisco Retirement Plan sits mid-pack in the medium band (167 participants).

EBSA filing schedule strip

Filing strip 941558659 · The Brandeis School of San Francisco PY 2022 · Other

The Brandeis School of San Francisco Retirement Plan · $19M · 167 · 76th

  • VS-ST $19M
  • BOY 167
  • SCH 76th
  • EBSA Other
  • PART near Oak Hall Private School 403(b) DC and Tda Plan
  • TYPE ind #2396

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 →

The Brandeis School of San Francisco Retirement Plan in the asset neighbourhood

Brimmer and May Retirement PlanBrimmer and May Retirement P…$19MFountain Valley School Defined Contribution Retirement PlanFountain Valley School Defin…$19MOak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$19MThe Brandeis School of San Francisco Retirement PlanThe Brandeis School of San F…$19MThe New England Center for Children, Inc. Tax Deferred Annuity PlanThe New England Center for C…$19M
End-of-year total assets ($M) among The Brandeis School of San Francisco Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN941558659
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brandeis School of San Francisco)

Sponsor-wide plan assets over time

All The Brandeis School of San Francisco plans reported in each filing year

Latest sponsor-wide plan assets
$24M 29.032394812838614% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.8M $24.3M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 167 $19M
2023 1 169 $22M
2024 1 181 $24M

Nearby Other Plans in California

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

The Brandeis School of San Francisco Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Brandeis School of San Francisco Retirement Plan, Total assets ($B): 0.018800726 · Participants: 167The Brandeis School of San Francisco 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
The Brandeis School of San Francisco Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Brandeis School of San Francisco Retirement Plan side-by-side with 3 peers →

The Brandeis School of San Francisco Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Oak Hall Private School 403(b) DC and Tda Plan in FL ($19M); by covered participants it is North, Inc. Employee Savings Plan in PA (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 The Brandeis School of San Francisco Retirement Plan assets move in 2022? ▼
The Brandeis School of San Francisco Retirement Plan grew at a solid clip - up 12.3% during 2022, from $17M to $19M. Reported net income was $2M.
How have The Brandeis School of San Francisco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brandeis School of San Francisco's sponsor-wide assets grew 29.0%, from $19M to $24M.
Where does The Brandeis School of San Francisco Retirement Plan rank by assets among Form 5500 filers? ▼
The Brandeis School of San Francisco Retirement Plan ranks in the 76th 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 The Brandeis School of San Francisco Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oak Hall Private School 403(b) DC and Tda Plan in FL ($19M, 130 participants).
Which Other plans cover a similar participant headcount to The Brandeis School of San Francisco Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (167 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941558659.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.