Other · DOL Form 5500 · 2023

Silicon Valley Community Foundation Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
127
Participants Small participant base
76th
Percentile by assets National rank
$195,787
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Silicon Valley Community Foundation 403(b) Retirement Plan · Sponsored by Silicon Valley Community Foundation · California · Other Services

$25M in assets, 127 participants

Silicon Valley Community Foundation's Silicon Valley Community Foundation 403(b) Retirement Plan reported $25M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,887 in Other Services (7,857 peers)

Coverage in California

Silicon Valley Community Foundation 403(b) Retirement Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $25M.

#6,887
in Other Services (7,857 peers)
+15.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Silicon Valley Community Foundation 403(b) Retirement Plan's outsized position by total assets

Silicon Valley Community Foundation 403(b) Retirement Plan vs every filed plan by assets

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

$24,864,899 Top 24% higher than 76% 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

Silicon Valley Community Foundation 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. Silicon Valley Community Foundation 403(b) Retirement Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Silicon Valley Community Foundation 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Silicon Valley Community Foundation 403(b) Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205205488 · Silicon Valley Community Foundation PY 2023 · Other

Silicon Valley Community Foundation 403(b) Retirement Plan · $25M · 127 · 76th

  • BOY $25M
  • BOY 127
  • BOY 76th
  • BOY Other
  • BOY near Ethel Walker School Retirement Plan
  • BOY ind #6887

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 →

Silicon Valley Community Foundation 403(b) Retirement Plan in the asset neighbourhood

Goodwill of San Antonio Retirement Savings PlanGoodwill of San Antonio Reti…$25MNortheast Kingdom Human Services, Inc. DC PlanNortheast Kingdom Human Serv…$25MBernard Zell Anshe Emet Day School Retirement PlanBernard Zell Anshe Emet Day …$25MEthel Walker School Retirement PlanEthel Walker School Retireme…$25MSilicon Valley Community Foundation 403(b) Retirement PlanSilicon Valley Community Fou…$25M
End-of-year total assets ($M) among Silicon Valley Community Foundation 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN205205488
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Silicon Valley Community Foundation)

Sponsor-wide plan assets over time

All Silicon Valley Community Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.87559561475959% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.6M $27.1M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 126 $22M
2023 1 127 $25M
2024 1 105 $27M

Nearby Other Plans in California

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

Silicon Valley Community Foundation 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Silicon Valley Community Foundation 403(b) Retirement Plan, Total assets ($B): 0.024864899 · Participants: 127Silicon Valley Community Foundation 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
Silicon Valley Community Foundation 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Silicon Valley Community Foundation 403(b) Retirement Plan side-by-side with 3 peers →

Silicon Valley Community Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ethel Walker School Retirement Plan in CT ($25M); by covered participants it is Tampa Preparatory School Tiaa-Cref Retirement Plan in FL (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Silicon Valley Community Foundation 403(b) Retirement Plan assets move in 2023? ▼
Silicon Valley Community Foundation 403(b) Retirement Plan grew sharply - up 15.3% during 2023, from $22M to $25M. Reported net income was $4M.
How have Silicon Valley Community Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Silicon Valley Community Foundation's sponsor-wide assets grew 25.9%, from $22M to $27M.
Where does Silicon Valley Community Foundation 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Silicon Valley Community Foundation 403(b) Retirement Plan ranks in the 76th 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 Silicon Valley Community Foundation 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ethel Walker School Retirement Plan in CT ($25M, 94 participants).
Which Other plans cover a similar participant headcount to Silicon Valley Community Foundation 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tampa Preparatory School Tiaa-Cref Retirement Plan in FL (127 participants, $22M 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 205205488.

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.