Other · DOL Form 5500 · 2023
The Brandeis School of San Francisco Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $127,542
- Avg per participant Near avg balance/head
Official DOL plan name: The Brandeis School of San Francisco Retirement Plan · Sponsored by The Brandeis School of San Francisco · California · Educational Services
$22M in assets, 169 participants
The Brandeis School of San Francisco's The Brandeis School of San Francisco Retirement Plan reported $22M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,138 in Educational Services (3,735 peers)
Coverage in California
The Brandeis School of San Francisco Retirement Plan covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $22M.
- #2,138
- in Educational Services (3,735 peers)
- +14.6%
- assets growth YoY
The Brandeis School of San Francisco Retirement Plan's outsized position by total assets
The Brandeis School of San Francisco Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,554,645 Top 26% higher than 74% 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 Brandeis School of San Francisco 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. The Brandeis School of San Francisco Retirement Plan sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Brandeis School of San Francisco Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Brandeis School of San Francisco Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- The Brandeis School of San Francisco Retirement Plan reported participants rose from 167 in the plan year 2022 filing to 169 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941558659 · The Brandeis School of San Francisco PY 2023 · Other
The Brandeis School of San Francisco Retirement Plan · $22M · 169 · 74th
- EOY $22M
- 5500 169
- ASSETS 74th
- PCT Other
- EIN near Community Systems, Inc. Contributory 403 (B) Plan
- RANK ind #2138
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 →
The Brandeis School of San Francisco Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 941558659 |
| Plan Effective Date | 1992-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Brandeis School of San Francisco)
Sponsor-wide plan assets over time
All The Brandeis School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 29.032394812838614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $19M |
| 2023 | 1 | 169 | $22M |
| 2024 | 1 | 181 | $24M |
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 Brandeis School of San Francisco Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Community Systems, Inc. Contributory 403 (B) Plan in MA ($22M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Community Systems, Inc. Contributory 403 (B) Plan (MA) $22M · 1,297
- Oriana House, Inc. 403(b) Retirement Plan (OH) $22M · 781
- Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) $22M · 448
- Montgomery Baptist Outreach Services Corporation 403b Plan (AL) $22M · 395
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) 169 · 0 off
- American Society for Microbiology DC Retirement Plan (DC) 169 · 0 off
- National University of Health Sciences Defined Contribution Retirement Plan (IL) 169 · 0 off
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan (FL) 169 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.