Other · DOL Form 5500 · 2023
The International School of San Francisco Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $341,546
- Avg per participant High balance/head
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.
- #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.
- #2,736
- in Educational Services (3,735 peers)
- +18.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The International School of San Francisco DC Retirement Plan's outsized position 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
The International School of San Francisco 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. The International School of San Francisco DC Retirement Plan sits mid-pack in the medium band (138 participants).
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.
Published 5500 schedule card
Filing strip 941558658 · The International School of San Francisco PY 2023 · Other
The International School of San Francisco DC Retirement Plan · $47M · 138 · 85th
- ASSETS $47M
- PCT 138
- EIN 85th
- RANK Other
- PHOTO near The Hathaway Brown School Retirement Plan
- IND ind #2736
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 International School of San Francisco DC Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The International School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 32.805106271613965% vs 2022
- 2024 filing year
| 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
The International 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 The Hathaway Brown School Retirement Plan in OH ($47M); by covered participants it is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Hospice of Southern Maine Retirement Savings Plan (ME) 138 · 0 off
- New York College of Podiatric Medicine 403(b) Tda Plan (NY) 138 · 0 off
- USA Hockey, Inc. 403(b) Plan (CO) 138 · 0 off
- Community Action Wayne/Medina Retirement Savings Plan (OH) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.