Other · DOL Form 5500 · 2023

Santa Fe Christian Schools Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
137
Participants Small participant base
67th
Percentile by assets National rank
$109,740
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Fe Christian Schools 403(b) Plan · Sponsored by Santa Fe Christian Schools · California · Educational Services

$15M in assets, 137 participants

Santa Fe Christian Schools's Santa Fe Christian Schools 403(b) Plan reported $15M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,861 in Educational Services (3,735 peers)

Coverage in California

Santa Fe Christian Schools 403(b) Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $15M.

#1,861
in Educational Services (3,735 peers)
+26.7%
assets growth YoY

Santa Fe Christian Schools 403(b) Plan's outsized position by total assets

Santa Fe Christian Schools 403(b) Plan vs every filed plan by assets

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

$15,034,392 Top 33% higher than 67% 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

Santa Fe Christian Schools 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. Santa Fe Christian Schools 403(b) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Fe Christian Schools 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Santa Fe Christian Schools 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330103052 · Santa Fe Christian Schools PY 2023 · Other

Santa Fe Christian Schools 403(b) Plan · $15M · 137 · 67th

  • SCH $15M
  • EBSA 137
  • PART 67th
  • TYPE Other
  • NET near Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan
  • BOOK ind #1861

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 →

Santa Fe Christian Schools 403(b) Plan in the asset neighbourhood

Harding Academy of Memphis Contributory Tax Sheltered Annuity PlanHarding Academy of Memphis C…$15MAao-Hnsf 403(b) Plan$15MSanta Fe Christian Schools 403(b) PlanSanta Fe Christian Schools 4…$15MInternational Fellowship of Christians and Jews 403(b) Retirement PlanInternational Fellowship of …$15MShowa Boston Institute for Language and Culture, Inc. Retirement Savings PlanShowa Boston Institute for L…$15M
End-of-year total assets ($M) among Santa Fe Christian Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN330103052
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Fe Christian Schools)

Sponsor-wide plan assets over time

All Santa Fe Christian Schools plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.263123045840715% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $16.3M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 138 $12M
2023 1 137 $15M
2024 1 152 $16M

Nearby Other Plans in California

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

Santa Fe Christian Schools 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Santa Fe Christian Schools 403(b) Plan, Total assets ($B): 0.015034392 · Participants: 137Santa Fe Christian Schools 403(b) 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
Santa Fe Christian Schools 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Santa Fe Christian Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan in TN ($15M); by covered participants it is Nami 403(b) Plan in VA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Santa Fe Christian Schools 403(b) Plan assets move in 2023?
Santa Fe Christian Schools 403(b) Plan grew sharply - up 26.7% during 2023, from $12M to $15M. Reported net income was $3M.
How have Santa Fe Christian Schools plan assets changed over time?
Across 3 plan years on file (2022-2024), Santa Fe Christian Schools's sponsor-wide assets grew 37.3%, from $12M to $16M.
Which Other plans are similar in size to Santa Fe Christian Schools 403(b) Plan?
Among Other plans in other states, the closest by assets is Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan in TN ($15M, 245 participants).
Which Other plans cover a similar participant headcount to Santa Fe Christian Schools 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Nami 403(b) Plan in VA (137 participants, $16M in assets).