Other · DOL Form 5500 · 2023
Roessler Chadwick Foundation Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 294
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $195,450
- Avg per participant Above avg balance/head
Official DOL plan name: Roessler Chadwick Foundation Dba Chadwick School Retirement Plan · Sponsored by Roessler Chadwick Foundation · California · Educational Services
$57M in assets, 294 participants
Roessler Chadwick Foundation's Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reported $57M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,854 in Educational Services (3,735 peers)
Coverage in California
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $57M.
- #2,854
- in Educational Services (3,735 peers)
- +15.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's outsized position by total assets
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,462,257 Top 13% higher than 87% 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
Roessler Chadwick Foundation Dba Chadwick School 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. Roessler Chadwick Foundation Dba Chadwick School Retirement Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Roessler Chadwick Foundation Dba Chadwick School Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reported participants rose from 273 in the plan year 2022 filing to 294 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 950615438 · Roessler Chadwick Foundation PY 2023 · Other
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan · $57M · 294 · 87th
- BOY $57M
- BOY 294
- BOY 87th
- BOY Other
- BOY near John Brown University Pension Plan
- BOY ind #2854
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 →
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $8M |
| Employer EIN | 950615438 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roessler Chadwick Foundation)
Sponsor-wide plan assets over time
All Roessler Chadwick Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 27.265841308491968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $50M |
| 2023 | 1 | 294 | $57M |
| 2024 | 1 | 296 | $63M |
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
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is John Brown University Pension Plan in AR ($57M); by covered participants it is St. Mary's Home for Disabled Children, Inc. Supplemental Retirement Plan in VA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- St. Mary's Home for Disabled Children, Inc. Supplemental Retirement Plan (VA) 294 · 0 off
- New England Conservatory of Music 403(b) Plan (MA) 294 · 0 off
- 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. (PA) 294 · 0 off
- Riverview School, Inc. 403(b) Retirement Plan (MA) 293 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.