Other · DOL Form 5500 · 2023

San Francisco Conservatory of Music Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
506
Participants Below avg headcount
82nd
Percentile by assets National rank
$75,663
Avg per participant Below avg balance/head
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Official DOL plan name: San Francisco Conservatory of Music DC Retirement Plan · Sponsored by San Francisco Conservatory of Music · California · Educational Services

$38M in assets, 506 participants

San Francisco Conservatory of Music's San Francisco Conservatory of Music DC Retirement Plan reported $38M in total assets and 506 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,568 in Educational Services (3,735 peers)

Where San Francisco Conservatory of Music DC Retirement Plan sits by assets

San Francisco Conservatory of Music DC Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 506 participants (~$75,663/participant), up 11.1% in 2023.

#2,568
in Educational Services (3,735 peers)
+11.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

San Francisco Conservatory of Music DC Retirement Plan's outsized position by total assets

San Francisco Conservatory of Music DC Retirement Plan vs every filed plan by assets

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

$38,285,290 Top 18% higher than 82% 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

San Francisco Conservatory of Music DC 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. San Francisco Conservatory of Music DC Retirement Plan sits mid-pack in the medium band (506 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Francisco Conservatory of Music DC Retirement Plan reported participants rose from 397 in the plan year 2022 filing to 506 in the plan year 2023 filing.
  • San Francisco Conservatory of Music DC Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • San Francisco Conservatory of Music DC Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941156610 · San Francisco Conservatory of Music PY 2023 · Other

San Francisco Conservatory of Music DC Retirement Plan · $38M · 506 · 82nd

  • EBSA $38M
  • EBSA 506
  • EBSA 82nd
  • EBSA Other
  • EBSA near Friends Select School Retirement Plan
  • EBSA ind #2568

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 Conservatory of Music DC Retirement Plan in the asset neighbourhood

Peck School Retirement Plan$38MSan Francisco Conservatory of Music DC Retirement PlanSan Francisco Conservatory o…$38MFriends Select School Retirement PlanFriends Select School Retire…$38MTax Sheltered Annuity Savings Plan for Employees of Brattleboro RetreatTax Sheltered Annuity Saving…$38MU. a. Local 350 Retirement TrustU. a. Local 350 Retirement T…$38M
End-of-year total assets ($M) among San Francisco Conservatory of Music DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN941156610
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Conservatory of Music)

Sponsor-wide plan assets over time

All San Francisco Conservatory of Music plans reported in each filing year

Latest sponsor-wide plan assets
$42M 23.272919696837608% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.5M $42.5M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 397 $34M
2023 1 506 $38M
2024 1 530 $42M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

San Francisco Conservatory of Music DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants San Francisco Conservatory of Music DC Retirement Plan, Total assets ($B): 0.03828529 · Participants: 506San Francisco Conservatory of Music DC Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
San Francisco Conservatory of Music DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

San Francisco Conservatory of Music DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Friends Select School Retirement Plan in PA ($38M); by covered participants it is Hartwick College 403(b) Retirement Plan in NY (506 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (506 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 San Francisco Conservatory of Music DC Retirement Plan assets move in 2023? ▼
San Francisco Conservatory of Music DC Retirement Plan grew at a solid clip - up 11.1% during 2023, from $34M to $38M. Reported net income was $4M.
How have San Francisco Conservatory of Music plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Francisco Conservatory of Music's sponsor-wide assets grew 23.3%, from $34M to $42M.
Where does San Francisco Conservatory of Music DC Retirement Plan rank by assets among Form 5500 filers? ▼
San Francisco Conservatory of Music DC Retirement Plan ranks in the 82nd 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 Other plans are similar in size to San Francisco Conservatory of Music DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Friends Select School Retirement Plan in PA ($38M, 137 participants).
Which Other plans cover a similar participant headcount to San Francisco Conservatory of Music DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hartwick College 403(b) Retirement Plan in NY (506 participants, $97M in assets).