Other · DOL Form 5500 · 2023
Family Services Agency of San Francisco Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 502
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $14,047
- Avg per participant Low balance/head
Official DOL plan name: The Felton Institute 403b Plan · Sponsored by Family Services Agency of San Francisco · California · Healthcare & Social Assistance
$7M in assets, 502 participants
Family Services Agency of San Francisco's The Felton Institute 403b Plan reported $7M in total assets and 502 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,988 in Healthcare & Social Assistance (17,684 peers)
Family Services Agency of San Francisco multi-year trail
Family Services Agency of San Francisco's plans moved +63.8% in assets from 2022 to 2024; this filing shows The Felton Institute 403b Plan at $7M / 502 participants.
- #9,988
- in Healthcare & Social Assistance (17,684 peers)
- +28.5%
- assets growth YoY
The Felton Institute 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Felton Institute 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,051,416 Top 49% higher than 51% 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
The Felton Institute 403b 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. The Felton Institute 403b Plan sits mid-pack in the medium band (502 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Felton Institute 403b Plan reported net income rose from $127K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Felton Institute 403b Plan reported participants rose from 386 in the plan year 2022 filing to 502 in the plan year 2023 filing.
- The Felton Institute 403b Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941156530 · Family Services Agency of San Francisco PY 2023 · Other
The Felton Institute 403b Plan · $7M · 502 · 51st
- 5500 $7M
- ASSETS 502
- PCT 51st
- EIN Other
- RANK near 403(b) Thrift Plan for Center for New Horizons, Inc. Dba Head Injury Association
- PHOTO ind #9988
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 →
The Felton Institute 403b Plan in the asset neighbourhood
Family Services Agency of San Francisco multi-year asset trail
Sponsor-wide plan assets over time
All Family Services Agency of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.81730085701596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $5M |
| 2023 | 1 | 502 | $7M |
| 2024 | 1 | 551 | $9M |
Family Services Agency of San Francisco filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 941156530 |
| Plan Effective Date | 2001-01-01 |
| 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
The Felton Institute 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Center for New Horizons, Inc. Dba Head Injury Association in NY ($7M); by covered participants it is Health Care and Rehabilitation Services of Southeastern Vermont in VT (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- 403(b) Thrift Plan for Center for New Horizons, Inc. Dba Head Injury Association (NY) $7M · 434
- Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Tax Deferred Annuity Plan (IA) $7M · 252
- Sterling Area Health Center 403b (MI) $7M · 148
- Franklin Primary Health Center, Inc. 403(b) Plan (AL) $7M · 222
Similar participant headcount
Nearest other-state filings by covered participants (502 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.