Other · DOL Form 5500 · 2023
The Bay School of San Francisco Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $202,566
- Avg per participant Above avg balance/head
Official DOL plan name: The Bay School of San Francisco DC Retirement Plan · Sponsored by The Bay School of San Francisco · California · Educational Services
$20M in assets, 98 participants
The Bay School of San Francisco's The Bay School of San Francisco DC Retirement Plan reported $20M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,067 in Educational Services (3,735 peers)
The Bay School of San Francisco multi-year trail
The Bay School of San Francisco's plans moved +43.0% in assets from 2022 to 2024; this filing shows The Bay School of San Francisco DC Retirement Plan at $20M / 98 participants.
- #2,067
- in Educational Services (3,735 peers)
- +24.2%
- assets growth YoY
The Bay School of San Francisco DC Retirement Plan's outsized position by total assets
The Bay School of San Francisco DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,851,498 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Bay School of San Francisco DC Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bay School of San Francisco DC Retirement Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Bay School of San Francisco DC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Bay School of San Francisco DC Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- The Bay School of San Francisco DC Retirement Plan reported participants rose from 90 in the plan year 2022 filing to 98 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 943266229 · The Bay School of San Francisco PY 2023 · Other
The Bay School of San Francisco DC Retirement Plan · $20M · 98 · 73rd
- ASSETS $20M
- ASSETS 98
- ASSETS 73rd
- ASSETS Other
- ASSETS near Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan
- ASSETS ind #2067
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 Bay School of San Francisco DC Retirement Plan in the asset neighbourhood
The Bay School of San Francisco multi-year asset trail
Sponsor-wide plan assets over time
All The Bay School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 42.95663982211312% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $16M |
| 2023 | 1 | 98 | $20M |
| 2024 | 1 | 103 | $23M |
The Bay School of San Francisco filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 943266229 |
| Plan Effective Date | 2004-09-01 |
| 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 $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
The Bay School of San Francisco DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan in IN ($20M); by covered participants it is Retirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc. in CT (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.