Other · DOL Form 5500 · 2023

Meals on Wheels San Francisco Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
161
Participants Small participant base
36th
Percentile by assets National rank
$18,756
Avg per participant Low balance/head
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Official DOL plan name: Meals on Wheels San Francisco 403(b) Retirement Plan · Sponsored by Meals on Wheels San Francisco · California · Healthcare & Social Assistance

$3M in assets, 161 participants

Meals on Wheels San Francisco's Meals on Wheels San Francisco 403(b) Retirement Plan reported $3M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,507 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Meals on Wheels San Francisco 403(b) Retirement Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,507
in Healthcare & Social Assistance (17,684 peers)
+49.1%
assets growth YoY

Meals on Wheels San Francisco 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Meals on Wheels San Francisco 403(b) Retirement Plan vs every filed plan by assets

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

$3,019,678 36th percentile higher than 36% 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

Meals on Wheels San Francisco 403(b) 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. Meals on Wheels San Francisco 403(b) Retirement Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meals on Wheels San Francisco 403(b) Retirement Plan reported net income rose from $199K in the plan year 2022 filing to $994K in the plan year 2023 filing.
  • Meals on Wheels San Francisco 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Meals on Wheels San Francisco 403(b) Retirement Plan reported participants fell from 168 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941741155 · Meals on Wheels San Francisco PY 2023 · Other

Meals on Wheels San Francisco 403(b) Retirement Plan · $3M · 161 · 36th

  • RANK $3M
  • PHOTO 161
  • IND 36th
  • EOY Other
  • 5500 near Byron Health Center 403(b) Tax Deferred Plan
  • ASSETS ind #6507

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 →

Meals on Wheels San Francisco 403(b) Retirement Plan in the asset neighbourhood

J Pease Construction Co., Inc. Profit Sharing TrustJ Pease Construction Co., In…$3MOld Colony Hospice, Inc. 403(b) PlanOld Colony Hospice, Inc. 403…$3MMeals on Wheels San Francisco 403(b) Retirement PlanMeals on Wheels San Francisc…$3MByron Health Center 403(b) Tax Deferred PlanByron Health Center 403(b) T…$3MHillcrest Healthcare Communities 403(b) PlanHillcrest Healthcare Communi…$3M
End-of-year total assets ($M) among Meals on Wheels San Francisco 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$994K
Employer EIN941741155
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meals on Wheels San Francisco)

Sponsor-wide plan assets over time

All Meals on Wheels San Francisco plans reported in each filing year

Latest sponsor-wide plan assets
$4M 86.82423325634876% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $2.03M $3.78M ▲ +86.2%
Year Plans Participants Total Assets
2022 1 168 $2M
2023 1 161 $3M
2024 1 162 $4M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Meals on Wheels San Francisco 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Meals on Wheels San Francisco 403(b) Retirement Plan, Total assets ($B): 0.003019678 · Participants: 161Meals on Wheels San Francisco 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Meals on Wheels San Francisco 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Meals on Wheels San Francisco 403(b) Retirement Plan side-by-side with 3 peers →

Meals on Wheels San Francisco 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Byron Health Center 403(b) Tax Deferred Plan in IN ($3M); by covered participants it is Window to the World Communications, Inc. Defined Contribution Retirement Plan in IL (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Meals on Wheels San Francisco 403(b) Retirement Plan assets move in 2023? ▼
Meals on Wheels San Francisco 403(b) Retirement Plan surged - up 49.1% during 2023, from $2M to $3M. Reported net income was $994K.
How have Meals on Wheels San Francisco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meals on Wheels San Francisco's sponsor-wide assets grew 86.8%, from $2M to $4M.
Which Other plans are similar in size to Meals on Wheels San Francisco 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Byron Health Center 403(b) Tax Deferred Plan in IN ($3M, 267 participants).
Which Other plans cover a similar participant headcount to Meals on Wheels San Francisco 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Window to the World Communications, Inc. Defined Contribution Retirement Plan in IL (161 participants, $118M in assets).

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 941741155.

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.