Other · DOL Form 5500 · 2023
George Lucas Educational Foundation Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $274,206
- Avg per participant High balance/head
Official DOL plan name: George Lucas Educational Foundation 403(b)(7) · Sponsored by George Lucas Educational Foundation · California · Other Services
$9M in assets, 32 participants
George Lucas Educational Foundation's George Lucas Educational Foundation 403(b)(7) reported $9M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #5,845 in Other Services (7,857 peers)
George Lucas Educational Foundation multi-year trail
George Lucas Educational Foundation's plans moved +35.9% in assets from 2022 to 2024; this filing shows George Lucas Educational Foundation 403(b)(7) at $9M / 32 participants.
- #5,845
- in Other Services (7,857 peers)
- +18.2%
- assets growth YoY
George Lucas Educational Foundation 403(b)(7)'s mid-pack asset rank among Other Services and all filers
George Lucas Educational Foundation 403(b)(7) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,774,605 Top 44% higher than 56% 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
George Lucas Educational Foundation 403(b)(7) among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George Lucas Educational Foundation 403(b)(7) is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- George Lucas Educational Foundation 403(b)(7) reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- George Lucas Educational Foundation 403(b)(7) end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- George Lucas Educational Foundation 403(b)(7) reported participants fell from 33 in the plan year 2022 filing to 32 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 680065687 · George Lucas Educational Foundation PY 2023 · Other
George Lucas Educational Foundation 403(b)(7) · $9M · 32 · 56th
- RANK $9M
- RANK 32
- RANK 56th
- RANK Other
- RANK near Boulder City Hospital, Inc. Tax Deferred Annuity Plan
- RANK ind #5845
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 →
George Lucas Educational Foundation 403(b)(7) in the asset neighbourhood
George Lucas Educational Foundation multi-year asset trail
Sponsor-wide plan assets over time
All George Lucas Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 35.89925078821864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $7M |
| 2023 | 1 | 32 | $9M |
| 2024 | 1 | 22 | $10M |
George Lucas Educational Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 680065687 |
| Plan Effective Date | 1993-01-01 |
| 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 $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
George Lucas Educational Foundation 403(b)(7)'s out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Boulder City Hospital, Inc. Tax Deferred Annuity Plan in NV ($9M); by covered participants it is Chicago Futabakai Japanese School Employee Pension Plan in IL (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.
- Chicago Futabakai Japanese School Employee Pension Plan (IL) 32 · 0 off
- Community Chest, Inc (NV) 32 · 0 off
- Kent School DC Retirement Plan - 315379 (MD) 33 · 1 off
- American Ceramic Society Tax Deferred Account Plan (OH) 31 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.