401(k) · DOL Form 5500 · 2023

Boys & Girls Clubs of San Francisco 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
195
Participants Below avg headcount
66th
Percentile by assets National rank
$72,386
Avg per participant Below avg balance/head
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Official DOL plan name: Boys & Girls Clubs of San Francisco Retirement Plan · Sponsored by Boys & Girls Clubs of San Francisco · California · Healthcare & Social Assistance

$14M in assets, 195 participants

Boys & Girls Clubs of San Francisco's Boys & Girls Clubs of San Francisco Retirement Plan reported $14M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,570 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Boys & Girls Clubs of San Francisco Retirement Plan covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $14M.

#12,570
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY

Boys & Girls Clubs of San Francisco Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Boys & Girls Clubs of San Francisco Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,115,360 Top 34% higher than 66% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Boys & Girls Clubs of San Francisco Retirement 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. Boys & Girls Clubs of San Francisco Retirement Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boys & Girls Clubs of San Francisco Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Boys & Girls Clubs of San Francisco Retirement Plan reported participants rose from 163 in the plan year 2022 filing to 195 in the plan year 2023 filing.
  • Boys & Girls Clubs of San Francisco Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941156608 · Boys & Girls Clubs of San Francisco PY 2023 · 401(k)

Boys & Girls Clubs of San Francisco Retirement Plan · $14M · 195 · 66th

  • RANK $14M
  • PHOTO 195
  • IND 66th
  • EOY 401(k)
  • 5500 near Arlington Orthopedic Associates, P.a. 401(k) Profit Sharing Plan
  • ASSETS ind #12570

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Boys & Girls Clubs of San Francisco Retirement Plan in the asset neighbourhood

Boys & Girls Clubs of San Francisco Retirement PlanBoys & Girls Clubs of San Fr…$14MArlington Orthopedic Associates, P.a. 401(k) Profit Sharing PlanArlington Orthopedic Associa…$14MEquiliem, Inc. 401(k) Plan$14MLantz Construction Company Retirement PlanLantz Construction Company R…$14MChannell Commercial Corporation 401(k) PlanChannell Commercial Corporat…$14M
End-of-year total assets ($M) among Boys & Girls Clubs of San Francisco Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN941156608
Plan Effective Date1959-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boys & Girls Clubs of San Francisco)

Sponsor-wide plan assets over time

All Boys & Girls Clubs of San Francisco plans reported in each filing year

Latest sponsor-wide plan assets
$15M 27.722267881958896% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12M $15.3M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 163 $12M
2023 1 195 $14M
2024 1 210 $15M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Boys & Girls Clubs of San Francisco Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Boys & Girls Clubs of San Francisco Retirement Plan, Total assets ($B): 0.01411536 · Participants: 195Boys & Girls Clubs of San Francisco Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Boys & Girls Clubs of San Francisco Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Boys & Girls Clubs of San Francisco Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Arlington Orthopedic Associates, P.a. 401(k) Profit Sharing Plan in TX ($14M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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.

Frequently Asked Questions

How did Boys & Girls Clubs of San Francisco Retirement Plan assets move in 2023?
Boys & Girls Clubs of San Francisco Retirement Plan grew sharply - up 17.7% during 2023, from $12M to $14M. Reported net income was $2M.
How have Boys & Girls Clubs of San Francisco plan assets changed over time?
Across 3 plan years on file (2022-2024), Boys & Girls Clubs of San Francisco's sponsor-wide assets grew 27.7%, from $12M to $15M.
Which 401(k) plans are similar in size to Boys & Girls Clubs of San Francisco Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Arlington Orthopedic Associates, P.a. 401(k) Profit Sharing Plan in TX ($14M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Boys & Girls Clubs of San Francisco Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M in assets).