401(k) · DOL Form 5500 · 2023

The San Francisco Foundation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
104
Participants Small participant base
75th
Percentile by assets National rank
$224,101
Avg per participant Above avg balance/head
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Official DOL plan name: The San Francisco Foundation Employees' 401(k) Savings Plan · Sponsored by The San Francisco Foundation · California · Other Services

$23M in assets, 104 participants

The San Francisco Foundation's The San Francisco Foundation Employees' 401(k) Savings Plan reported $23M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,828 in Other Services (7,857 peers)

Coverage in California

The San Francisco Foundation Employees' 401(k) Savings Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $23M.

#6,828
in Other Services (7,857 peers)
+12.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The San Francisco Foundation Employees' 401(k) Savings Plan's outsized position by total assets

The San Francisco Foundation Employees' 401(k) Savings Plan vs every filed plan by assets

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

$23,306,518 Top 25% higher than 75% 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

The San Francisco Foundation Employees' 401(k) Savings 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 San Francisco Foundation Employees' 401(k) Savings Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The San Francisco Foundation Employees' 401(k) Savings Plan reported net income fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The San Francisco Foundation Employees' 401(k) Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The San Francisco Foundation Employees' 401(k) Savings Plan reported participants rose from 93 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010679337 · The San Francisco Foundation PY 2023 · 401(k)

The San Francisco Foundation Employees' 401(k) Savings Plan · $23M · 104 · 75th

  • ASSETS $23M
  • ASSETS 104
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near E.T. Browne Drug Co., Inc 401(k) Plan
  • ASSETS ind #6828

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 Other Services retirement plans → · Plans in California →

The San Francisco Foundation Employees' 401(k) Savings Plan in the asset neighbourhood

The San Francisco Foundation Employees' 401(k) Savings PlanThe San Francisco Foundation…$23ME.T. Browne Drug Co., Inc 401(k) PlanE.T. Browne Drug Co., Inc 40…$23MInovex Information Systems 401(k) PlanInovex Information Systems 4…$23MCutter & Buck 401(k) Plan$23MHelena Laboratories Corporation 401(k) Profit Sharing PlanHelena Laboratories Corporat…$23M
End-of-year total assets ($M) among The San Francisco Foundation Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN010679337
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The San Francisco Foundation)

Sponsor-wide plan assets over time

All The San Francisco Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$29M 38.445889050270125% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.8M $28.8M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 93 $21M
2023 1 104 $23M
2024 1 107 $29M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The San Francisco Foundation Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The San Francisco Foundation Employees' 401(k) Savings Plan, Total assets ($B): 0.023306518 · Participants: 104The San Francisco Foundation Employees' 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The San Francisco Foundation Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The San Francisco Foundation Employees' 401(k) Savings Plan side-by-side with 3 peers →

The San Francisco Foundation Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is E.T. Browne Drug Co., Inc 401(k) Plan in NJ ($23M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 The San Francisco Foundation Employees' 401(k) Savings Plan assets move in 2023? ▼
The San Francisco Foundation Employees' 401(k) Savings Plan grew at a solid clip - up 12.1% during 2023, from $21M to $23M. Reported net income was $3M.
How have The San Francisco Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The San Francisco Foundation's sponsor-wide assets grew 38.4%, from $21M to $29M.
Where does The San Francisco Foundation Employees' 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The San Francisco Foundation Employees' 401(k) Savings Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The San Francisco Foundation Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is E.T. Browne Drug Co., Inc 401(k) Plan in NJ ($23M, 266 participants).
Which 401(k) plans cover a similar participant headcount to The San Francisco Foundation Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010679337.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.