Other · DOL Form 5500 · 2023

Roessler Chadwick Foundation Retirement Plan

Data updated 2026-08-11

$57M
Total assets: 294
Participants: 87th
Percentile by assets: $195,450
Avg per participant

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.

87th percentile by assets (of 127,072 plans)
#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.

$57M
total plan assets (2023 EOY): 294
covered participants: 87th
percentile by assets (of 127,072 plans): $195,450
avg assets per participant

Where Roessler Chadwick Foundation Dba Chadwick School Retirement Plan sits 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 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.

See the national 2022→2023 release diff →

State

California

Industry

Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reports 294 participants - about 47% of that state average ($57M EOY assets).

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)

Total plan assets by year, all Roessler Chadwick Foundation plans on file

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.

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Roessler Chadwick Foundation Dba Chadwic… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Roessler Chadwick Foundation Dba Chadwick School Retirement Plan by total assets, not by location.

John Brown University Pension Plan (AR) $57M · 402
Our Lady of the Lake University Defined Contribution Retirement Plan (TX) $57M · 871
Oregon Episcopal School Defined Contribution Retirement Plan (OR) $57M · 233
University of Nebraska Foundation Defined Contribution Retirement Plan (NE) $57M · 231

Frequently Asked Questions

How did Roessler Chadwick Foundation Dba Chadwick School Retirement Plan assets move in 2023? ▼

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan grew sharply - up 15.2% during 2023, from $50M to $57M. Reported net income was $8M.

How have Roessler Chadwick Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Roessler Chadwick Foundation's sponsor-wide assets grew 27.3%, from $50M to $63M.

Where does Roessler Chadwick Foundation Dba Chadwick School Retirement Plan rank by assets among Form 5500 filers? ▼

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Roessler Chadwick Foundation Dba Chadwick School Retirement Plan? ▼

Among Other plans in other states, the closest by assets is John Brown University Pension Plan in AR ($57M, 402 participants).

Next read for Roessler Chadwick Foundation Dba Chadwic…

Filing takeaways

Ways to act on Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's numbers.

By total assets, Roessler Chadwick Foundation Dba Chadwick School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in California. Compare plans
Roessler Chadwick Foundation's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Educational Services plans

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 950615438.