Other · DOL Form 5500 · 2023
Episcopal Community Services of San Francisco, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 380
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $27,364
- Avg per participant Low balance/head
Official DOL plan name: Episcopal Community Services of San Francisco, Inc. Retirement Plan · Sponsored by Episcopal Community Services of San Francisco, Inc. · California · Healthcare & Social Assistance
$10M in assets, 380 participants
Episcopal Community Services of San Francisco, Inc.'s Episcopal Community Services of San Francisco, Inc. Retirement Plan reported $10M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,502 in Healthcare & Social Assistance (17,684 peers)
Episcopal Community Services of San Francisco, Inc. multi-year trail
Episcopal Community Services of San Francisco, Inc.'s plans moved +57.2% in assets from 2022 to 2024; this filing shows Episcopal Community Services of San Francisco, Inc. Retirement Plan at $10M / 380 participants.
- #11,502
- in Healthcare & Social Assistance (17,684 peers)
- +29.0%
- assets growth YoY
Episcopal Community Services of San Francisco, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Episcopal Community Services of San Francisco, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,398,164 Top 41% higher than 59% 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
Episcopal Community Services of San Francisco, Inc. 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. Episcopal Community Services of San Francisco, Inc. Retirement Plan sits mid-pack in the medium band (380 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Episcopal Community Services of San Francisco, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Episcopal Community Services of San Francisco, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Episcopal Community Services of San Francisco, Inc. Retirement Plan reported participants fell from 414 in the plan year 2022 filing to 380 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 943096716 · Episcopal Community Services of San Francisco, Inc. PY 2023 · Other
Episcopal Community Services of San Francisco, Inc. Retirement Plan · $10M · 380 · 59th
- IND $10M
- EOY 380
- 5500 59th
- ASSETS Other
- PCT near United Medical Center 403(b) Plan
- EIN ind #11502
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Episcopal Community Services of San Francisco, Inc. Retirement Plan in the asset neighbourhood
Episcopal Community Services of San Francisco, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Episcopal Community Services of San Francisco, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 57.19888466569116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 414 | $8M |
| 2023 | 1 | 380 | $10M |
| 2024 | 1 | 398 | $13M |
Episcopal Community Services of San Francisco, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 943096716 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
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
Episcopal Community Services of San Francisco, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is United Medical Center 403(b) Plan in TX ($10M); by covered participants it is Lewis University 403(b) Defined Contribution Retirement Plan in IL (380 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (380 participants); asset peers above are excluded.
- Lewis University 403(b) Defined Contribution Retirement Plan (IL) 380 · 0 off
- The Hotchkiss School 403(b) Retirement Plan (CT) 380 · 0 off
- Opportunity Council 403(b) Plan (WA) 380 · 0 off
- Casey Family Programs 403(b) Plan (WA) 379 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.