401(k) · DOL Form 5500 · 2022

The San Francisco Foundation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
93
Participants Small participant base
78th
Percentile by assets National rank
$223,518
Avg per participant Above avg balance/head
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Official DOL plan name: The San Francisco Foundation Employees' 401(k) Savings Plan · Sponsored by The San Francisco Foundation · California · Other Services

$21M in assets, 93 participants

The San Francisco Foundation's The San Francisco Foundation Employees' 401(k) Savings Plan reported $21M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,412 in Other Services (8,398 peers)

Where The San Francisco Foundation Employees' 401(k) Savings Plan sits by assets

The San Francisco Foundation Employees' 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $21M for 93 participants (~$223,518/participant), up 21.5% in 2022.

#7,412
in Other Services (8,398 peers)
+21.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The San Francisco Foundation Employees' 401(k) Savings Plan's outsized position by total assets

The San Francisco Foundation Employees' 401(k) Savings Plan vs every filed plan by assets

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

$20,787,216 Top 22% higher than 78% 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 San Francisco Foundation Employees' 401(k) Savings 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. The San Francisco Foundation Employees' 401(k) Savings Plan is a small filing (93 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 010679337 · The San Francisco Foundation PY 2022 · 401(k)

The San Francisco Foundation Employees' 401(k) Savings Plan · $21M · 93 · 78th

  • 5500 $21M
  • ASSETS 93
  • PCT 78th
  • EIN 401(k)
  • RANK near New England Life Flight, Inc. Dba Boston Medflight 401(k) Plan
  • PHOTO ind #7412

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 Other Services retirement plans → · Plans in California →

The San Francisco Foundation Employees' 401(k) Savings Plan in the asset neighbourhood

The San Francisco Foundation Employees' 401(k) Savings PlanThe San Francisco Foundation…$21MNew England Life Flight, Inc. Dba Boston Medflight 401(k) PlanNew England Life Flight, Inc…$21MFranco Manufacturing 401(k) & Profit Sharing PlanFranco Manufacturing 401(k) …$21MCentral Ohio Farmers Co-Op, Inc. /Central Ohio Farmers Co-Op, …$21MLoc Performance Products, LLC. Bargaining Unit Employees Retirement PlanLoc Performance Products, LL…$21M
End-of-year total assets ($M) among The San Francisco Foundation Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN010679337
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The San Francisco Foundation)

Sponsor-wide plan assets over time

All The San Francisco Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$29M 38.445889050270125% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.8M $28.8M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 93 $21M
2023 1 104 $23M
2024 1 107 $29M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The San Francisco Foundation Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The San Francisco Foundation Employees' 401(k) Savings Plan, Total assets ($B): 0.020787216 · Participants: 93The San Francisco Foundation Employees' 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The San Francisco Foundation Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The San Francisco Foundation Employees' 401(k) Savings Plan side-by-side with 3 peers →

The San Francisco Foundation Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is New England Life Flight, Inc. Dba Boston Medflight 401(k) Plan in MA ($21M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 San Francisco Foundation Employees' 401(k) Savings Plan assets move in 2022? ▼
The San Francisco Foundation Employees' 401(k) Savings Plan grew sharply - up 21.5% during 2022, from $17M to $21M. Reported net income was $4M.
How have The San Francisco Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The San Francisco Foundation's sponsor-wide assets grew 38.4%, from $21M to $29M.
Where does The San Francisco Foundation Employees' 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The San Francisco Foundation Employees' 401(k) Savings Plan ranks in the 78th 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 401(k) plans are similar in size to The San Francisco Foundation Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is New England Life Flight, Inc. Dba Boston Medflight 401(k) Plan in MA ($21M, 165 participants).
Which 401(k) plans cover a similar participant headcount to The San Francisco Foundation Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants, $332K 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 010679337.

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.