Other · DOL Form 5500 · 2023
San Francisco Aids Foundation Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $72,409
- Avg per participant Below avg balance/head
Official DOL plan name: San Francisco Aids Foundation 403(b) Plan · Sponsored by San Francisco Aids Foundation · California · Other Services
$14M in assets, 191 participants
San Francisco Aids Foundation's San Francisco Aids Foundation 403(b) Plan reported $14M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #6,334 in Other Services (7,857 peers)
Coverage in California
San Francisco Aids Foundation 403(b) Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $14M.
- #6,334
- in Other Services (7,857 peers)
- +7.5%
- assets growth YoY
San Francisco Aids Foundation 403(b) Plan's mid-pack asset rank among Other Services and all filers
San Francisco Aids Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,830,175 Top 35% higher than 65% 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 Aids Foundation 403(b) 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 Aids Foundation 403(b) Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Aids Foundation 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $962K in the plan year 2023 filing.
- San Francisco Aids Foundation 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
DOL schedule card
Filing strip 942927405 · San Francisco Aids Foundation PY 2023 · Other
San Francisco Aids Foundation 403(b) Plan · $14M · 191 · 65th
- NET $14M
- BOOK 191
- VS-ST 65th
- BOY Other
- SCH near 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat
- EBSA ind #6334
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 Francisco Aids Foundation 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $962K |
| Employer EIN | 942927405 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Aids Foundation)
Sponsor-wide plan assets over time
All San Francisco Aids Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.54090463470023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $13M |
| 2023 | 1 | 191 | $14M |
| 2024 | 1 | 178 | $16M |
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 Aids Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat in WI ($14M); by covered participants it is 403 (B) Thrift Plan of Girl Scouts of Northeast Texas in TX (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat (WI) $14M · 250
- Group Health Plan, Inc. 403(b)(7) Plan (MN) $14M · 221
- Seattle Foundation Defined Contribution Retirement Plan (WA) $14M · 92
- Mount Desert Island Biological Laboratory 403(b) Defined Contribution Plan (ME) $14M · 79
Similar participant headcount
Nearest other-state filings by covered participants (191 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.