Other · DOL Form 5500 · 2023
San Francisco Waldorf School Association Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $108,953
- Avg per participant Below avg balance/head
Official DOL plan name: San Francisco Waldorf School 403(b) DC Plan · Sponsored by San Francisco Waldorf School Association · California · Educational Services
$8M in assets, 78 participants
San Francisco Waldorf School Association's San Francisco Waldorf School 403(b) DC Plan reported $8M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #1,425 in Educational Services (3,735 peers)
2023 asset change
San Francisco Waldorf School 403(b) DC Plan grew sharply 24.9% in 2023 ($7M → $8M) for 78 participants.
- #1,425
- in Educational Services (3,735 peers)
- +24.9%
- assets growth YoY
San Francisco Waldorf School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
San Francisco Waldorf School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,498,335 Top 45% higher than 55% 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
San Francisco Waldorf School 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Waldorf School 403(b) DC Plan is a small filing (78 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 942538587 · San Francisco Waldorf School Association PY 2023 · Other
San Francisco Waldorf School 403(b) DC Plan · $8M · 78 · 55th
- RANK $8M
- RANK 78
- RANK 55th
- RANK Other
- RANK near Tax Deferred Annuity Plan of Riseboro Community Partnership, Inc.
- RANK ind #1425
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 →
San Francisco Waldorf School 403(b) DC Plan in the asset neighbourhood
San Francisco Waldorf School Association years around the 2023 move
Sponsor-wide plan assets over time
All San Francisco Waldorf School Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 9.689933381068174% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 78 | $8M |
| 2024 | 1 | 71 | $9M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 942538587 |
| Plan Effective Date | 1994-03-01 |
| 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
San Francisco Waldorf School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tax Deferred Annuity Plan of Riseboro Community Partnership, Inc. in NY ($8M); by covered participants it is Chapel Hill - Chauncy Hall School 403(b) Plan in MA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.