Other · DOL Form 5500 · 2023
The International School of San Francisco Retirement Plan
Data updated 2026-08-11
- $47M
- Total assets
- 138
- Participants
- 85th
- Percentile by assets
- $341,546
- Avg per participant
Official DOL plan name: The International School of San Francisco DC Retirement Plan · Sponsored by The International School of San Francisco · California · Educational Services
$47M in assets, 138 participants
The International School of San Francisco's The International School of San Francisco DC Retirement Plan reported $47M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #2,736 in Educational Services (3,735 peers)
Coverage in California
The International School of San Francisco DC Retirement Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $47M.
- $47M
- total plan assets (2023 EOY)
- 138
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $341,546
- avg assets per participant
Where The International School of San Francisco DC Retirement Plan sits by total assets
The International School of San Francisco DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,133,378 Top 15% higher than 85% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The International School of San Francisco DC Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The International School of San Francisco DC Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- The International School of San Francisco DC Retirement Plan reported participants rose from 119 in the plan year 2022 filing to 138 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The International School of San Francisco DC Retirement Plan reports 138 participants - about 22% of that state average ($47M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $7M |
| Employer EIN | 941558658 |
| Plan Effective Date | 1970-02-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The International School of San Francisco)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $40M |
| 2023 | 1 | 138 | $47M |
| 2024 | 1 | 135 | $53M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The International School of San Francisco DC Retirement Plan by total assets, not by location.
- The Hathaway Brown School Retirement Plan (OH) $47M · 240
- Baycare Health System 403(b) Program (FL) $47M · 790
- Cambridge College 403(b) Plan (MA) $47M · 297
- Earthscope Consortium 403b (DC) $47M · 52
Frequently Asked Questions
How did The International School of San Francisco DC Retirement Plan assets move in 2023? ▼
How have The International School of San Francisco plan assets changed over time? ▼
Where does The International School of San Francisco DC Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The International School of San Francisco DC Retirement Plan's numbers.
- By total assets, The International School of San Francisco DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The International School of San Francisco's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Educational Services plans