Other · DOL Form 5500 · 2023
Urban School of San Francisco Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 100
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $373,568
- Avg per participant High balance/head
Official DOL plan name: Urban School of San Francisco Defined Contribution Retirement Plan · Sponsored by Urban School of San Francisco · California · Educational Services
$37M in assets, 100 participants
Urban School of San Francisco's Urban School of San Francisco Defined Contribution Retirement Plan reported $37M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,549 in Educational Services (3,735 peers)
Coverage in California
Urban School of San Francisco Defined Contribution Retirement Plan covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $37M.
- #2,549
- in Educational Services (3,735 peers)
- +19.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Urban School of San Francisco Defined Contribution Retirement Plan's outsized position by total assets
Urban School of San Francisco Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,356,777 Top 18% higher than 82% 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
Urban School of San Francisco Defined Contribution 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. Urban School of San Francisco Defined Contribution Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Urban School of San Francisco Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Urban School of San Francisco Defined Contribution Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Urban School of San Francisco Defined Contribution Retirement Plan reported participants rose from 86 in the plan year 2022 filing to 100 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941622034 · Urban School of San Francisco PY 2023 · Other
Urban School of San Francisco Defined Contribution Retirement Plan · $37M · 100 · 82nd
- SCH $37M
- EBSA 100
- PART 82nd
- TYPE Other
- NET near Malone University 403(b) DC Plan
- BOOK ind #2549
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 →
Urban School of San Francisco Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 941622034 |
| Plan Effective Date | 1966-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Urban School of San Francisco)
Sponsor-wide plan assets over time
All Urban School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 35.43724872271793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $31M |
| 2023 | 1 | 100 | $37M |
| 2024 | 1 | 100 | $42M |
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
Urban School of San Francisco Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Malone University 403(b) DC Plan in OH ($37M); by covered participants it is Nebraska Children and Families Foundation 403(b) Retirement Plan in NE (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Malone University 403(b) DC Plan (OH) $37M · 131
- Cherry Health 403(b) Retirement Plan (MI) $37M · 726
- Oaks Integrated Care, Inc. 403(b) Plan (NJ) $37M · 105
- Lake Forest Academy Defined Contribution Plan (IL) $37M · 125
Similar participant headcount
Nearest other-state filings by covered participants (100 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.