Other · DOL Form 5500 · 2023

The Ronald Reagan Presidential Foundation and Institute Retirement Plan

Data updated 2026-08-11

$12M
Total assets
110
Participants
62nd
Percentile by assets
$106,095
Avg per participant
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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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
110
covered participants
62nd
percentile by assets (of 127,072 plans)
$106,095
avg assets per participant

Where Ronald Reagan Presidential Foundation 403(b) DC Plan sits by total assets

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

This plan $0 $2,010,000,000 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 2023

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.

See the national 2022→2023 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Ronald Reagan Presidential Foundation 403(b) DC Plan reports 110 participants - about 17% of that state average ($12M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN770054631
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ronald Reagan Presidential Foundation and Institute)

$10M$11M$12M$13M$14M 202220232024 $10.7M $13.5M ▲ +26.4%
Total plan assets by year, all The Ronald Reagan Presidential Foundation and Institute plans on file
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.

Ronald Reagan Presidential Foundation 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ronald Reagan Presid…, Total assets ($B): 0.01167042 · Participants: 110Ronald Reagan Presid…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Ronald Reagan Presidential Foundation 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants
Compare Ronald Reagan Presidential Foundation 40… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ronald Reagan Presidential Foundation 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did Ronald Reagan Presidential Foundation 403(b) DC Plan assets move in 2023? ▼
Ronald Reagan Presidential Foundation 403(b) DC Plan grew at a solid clip - up 9.4% during 2023, from $11M to $12M. Reported net income was $1M.
How have The Ronald Reagan Presidential Foundation and Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ronald Reagan Presidential Foundation and Institute's sponsor-wide assets grew 26.3%, from $11M to $13M.
Which Other plans are similar in size to Ronald Reagan Presidential Foundation 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in GA ($12M, 137 participants).

Next read for Ronald Reagan Presidential Foundation 40…

Filing takeaways

Ways to act on Ronald Reagan Presidential Foundation 403(b) DC Plan's numbers.

  • By total assets, Ronald Reagan Presidential Foundation 403(b) DC Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • The Ronald Reagan Presidential Foundation and Institute's sponsor-wide assets have grown 26.3% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770054631.

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.