Other · DOL Form 5500 · 2023
The Ronald Reagan Presidential Foundation and Institute Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $106,095
- Avg per participant Below avg balance/head
Official DOL plan name: Ronald Reagan Presidential Foundation 403(b) DC Plan · Sponsored by The Ronald Reagan Presidential Foundation and Institute · California · Educational Services
$12M in assets, 110 participants
The Ronald Reagan Presidential Foundation and Institute's Ronald Reagan Presidential Foundation 403(b) DC Plan reported $12M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,680 in Educational Services (3,735 peers)
Coverage in California
Ronald Reagan Presidential Foundation 403(b) DC Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $12M.
- #1,680
- in Educational Services (3,735 peers)
- +9.4%
- assets growth YoY
Ronald Reagan Presidential Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Ronald Reagan Presidential Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,670,420 Top 38% higher than 62% 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
Ronald Reagan Presidential Foundation 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ronald Reagan Presidential Foundation 403(b) DC Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ronald Reagan Presidential Foundation 403(b) DC Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Ronald Reagan Presidential Foundation 403(b) DC Plan reported participants rose from 100 in the plan year 2022 filing to 110 in the plan year 2023 filing.
- Ronald Reagan Presidential Foundation 403(b) DC Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 770054631 · The Ronald Reagan Presidential Foundation and Institute PY 2023 · Other
Ronald Reagan Presidential Foundation 403(b) DC Plan · $12M · 110 · 62nd
- 5500 $12M
- 5500 110
- 5500 62nd
- 5500 Other
- 5500 near First Presbyterian Day School, Inc. Tax Deferred Annuity Plan
- 5500 ind #1680
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 →
Ronald Reagan Presidential Foundation 403(b) DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 770054631 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ronald Reagan Presidential Foundation and Institute)
Sponsor-wide plan assets over time
All The Ronald Reagan Presidential Foundation and Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 26.2891401031132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $11M |
| 2023 | 1 | 110 | $12M |
| 2024 | 1 | 112 | $13M |
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
Ronald Reagan Presidential Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in GA ($12M); by covered participants it is Sreb Retirement Plan in GA (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Sreb Retirement Plan (GA) 110 · 0 off
- The New Foundations Retirement Plan (GA) 110 · 0 off
- St. Stephen's Episcopal School Retirement Plan (FL) 110 · 0 off
- Hospice of Southern Illinois, Inc. 403(b) Plan (IL) 110 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.