Other · DOL Form 5500 · 2023
San Diego Foundation Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $170,569
- Avg per participant Above avg balance/head
Official DOL plan name: San Diego Foundation Section 403(b) Plan · Sponsored by San Diego Foundation · California · Other Services
$15M in assets, 90 participants
San Diego Foundation's San Diego Foundation Section 403(b) Plan reported $15M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #6,442 in Other Services (7,857 peers)
San Diego Foundation multi-year trail
San Diego Foundation's plans moved +33.3% in assets from 2023 to 2024; this filing shows San Diego Foundation Section 403(b) Plan at $15M / 90 participants.
- #6,442
- in Other Services (7,857 peers)
- +40.5%
- assets growth YoY
San Diego Foundation Section 403(b) Plan's outsized position by total assets
San Diego Foundation Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,351,194 Top 32% higher than 68% 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
San Diego Foundation Section 403(b) 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. San Diego Foundation Section 403(b) Plan is a small filing (90 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 952942582 · San Diego Foundation PY 2023 · Other
San Diego Foundation Section 403(b) Plan · $15M · 90 · 68th
- SCH $15M
- EBSA 90
- PART 68th
- TYPE Other
- NET near Comprehensive Healthcare 403(b) Plan
- BOOK ind #6442
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 →
San Diego Foundation Section 403(b) Plan in the asset neighbourhood
San Diego Foundation multi-year asset trail
Sponsor-wide plan assets over time
All San Diego Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 33.33011751398621% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 90 | $15M |
| 2024 | 1 | 106 | $20M |
San Diego Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 952942582 |
| Plan Effective Date | 1995-07-01 |
| 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
San Diego Foundation Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Comprehensive Healthcare 403(b) Plan in WA ($15M); by covered participants it is Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan in OH (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Comprehensive Healthcare 403(b) Plan (WA) $15M · 605
- Housing Works, Inc. 403(b) Tda Plan (NY) $15M · 280
- Gemma Services 403b Plan (PA) $15M · 431
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan (WI) $15M · 251
Similar participant headcount
Nearest other-state filings by covered participants (90 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.