Other · DOL Form 5500 · 2024
The Bay School of San Francisco Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $221,810
- Avg per participant Above avg balance/head
Official DOL plan name: The Bay School of San Francisco DC Retirement Plan · Sponsored by The Bay School of San Francisco · California · Educational Services
$23M in assets, 103 participants
The Bay School of San Francisco's The Bay School of San Francisco DC Retirement Plan reported $23M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,042 in Educational Services (3,638 peers)
Coverage in California
The Bay School of San Francisco DC Retirement Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $23M.
- #2,042
- in Educational Services (3,638 peers)
- +15.1%
- assets growth YoY
The Bay School of San Francisco DC Retirement Plan's outsized position by total assets
The Bay School of San Francisco DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,846,461 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Bay School of San Francisco DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bay School of San Francisco DC Retirement Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Bay School of San Francisco DC Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Bay School of San Francisco DC Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- The Bay School of San Francisco DC Retirement Plan reported participants rose from 98 in the plan year 2023 filing to 103 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 943266229 · The Bay School of San Francisco PY 2024 · Other
The Bay School of San Francisco DC Retirement Plan · $23M · 103 · 73rd
- EIN $23M
- RANK 103
- PHOTO 73rd
- IND Other
- EOY near Oxfam America 403(b) Plan
- 5500 ind #2042
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 Bay School of San Francisco DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 943266229 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bay School of San Francisco)
Sponsor-wide plan assets over time
All The Bay School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 42.95663982211312% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $16M |
| 2023 | 1 | 98 | $20M |
| 2024 | 1 | 103 | $23M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
The Bay School of San Francisco DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oxfam America 403(b) Plan in MA ($23M); by covered participants it is The Arc of Orleans County Retirement Plan in NY (103 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 (103 participants); asset peers above are excluded.
- The Arc of Orleans County Retirement Plan (NY) 103 · 0 off
- The Emery Weiner School Tax 403(b) Plan (TX) 103 · 0 off
- USA Lacrosse 403(b) Retirement Plan (MD) 103 · 0 off
- Radiological Society of North America Tax-Deferred Annuity (Tda) Plan (IL) 103 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.