Other · DOL Form 5500 · 2023
San Francisco University High School Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 159
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $318,221
- Avg per participant High balance/head
Official DOL plan name: San Francisco University High School Defined Contribution Retirement Plan · Sponsored by San Francisco University High School · California · Educational Services
$51M in assets, 159 participants
San Francisco University High School's San Francisco University High School Defined Contribution Retirement Plan reported $51M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,776 in Educational Services (3,735 peers)
Coverage in California
San Francisco University High School Defined Contribution Retirement Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $51M.
- #2,776
- in Educational Services (3,735 peers)
- +15.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
San Francisco University High School Defined Contribution Retirement Plan's outsized position by total assets
San Francisco University High School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$50,597,089 Top 14% higher than 86% 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 Francisco University High School Defined Contribution 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. San Francisco University High School Defined Contribution Retirement Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco University High School Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- San Francisco University High School Defined Contribution Retirement Plan reported participants rose from 112 in the plan year 2022 filing to 159 in the plan year 2023 filing.
- San Francisco University High School Defined Contribution Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $51M in the plan year 2023 filing.
DOL schedule card
Filing strip 237313754 · San Francisco University High School PY 2023 · Other
San Francisco University High School Defined Contribution Retirement Plan · $51M · 159 · 86th
- RANK $51M
- PHOTO 159
- IND 86th
- EOY Other
- 5500 near Ozarks Healthcare 403(b) Plan
- ASSETS ind #2776
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 →
San Francisco University High School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 237313754 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco University High School)
Sponsor-wide plan assets over time
All San Francisco University High School plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 24.78961400610742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $44M |
| 2023 | 1 | 159 | $51M |
| 2024 | 1 | 119 | $54M |
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 Francisco University High School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Ozarks Healthcare 403(b) Plan in MO ($51M); by covered participants it is New America Foundation 403(b) DC Plan in DC (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- New America Foundation 403(b) DC Plan (DC) 159 · 0 off
- New Canaan Country School DC Retirement Plan (CT) 159 · 0 off
- Hendricks Community Hospital Association 403(b) Plan (MN) 159 · 0 off
- Katy Trail Community Health 403(b) Plan (MO) 159 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.