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
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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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

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 EIN941558658
Plan Effective Date1970-02-17
Filing StatusFILING RECEIVED

Sponsor Plan History (The International School of San Francisco)

$35M$40M$45M$50M$55M 202220232024 $39.9M $52.9M ▲ +32.8%
Total plan assets by year, all The International School of San Francisco plans on file
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.

The International School of San Francisco DC Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The International Sc…, Total assets ($B): 0.047133378 · Participants: 138The International Sc…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
The International School of San Francisco DC Retirement Plan vs. nearby Other plans in California, assets vs. participants

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.

Frequently Asked Questions

How did The International School of San Francisco DC Retirement Plan assets move in 2023?
The International School of San Francisco DC Retirement Plan grew sharply - up 18.3% during 2023, from $40M to $47M. Reported net income was $7M.
How have The International School of San Francisco plan assets changed over time?
Across 3 plan years on file (2022-2024), The International School of San Francisco's sponsor-wide assets grew 32.8%, from $40M to $53M.
Where does The International School of San Francisco DC Retirement Plan rank by assets among Form 5500 filers?
The International School of San Francisco DC Retirement Plan ranks in the 85th 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 The International School of San Francisco DC Retirement Plan?
Among Other plans in other states, the closest by assets is The Hathaway Brown School Retirement Plan in OH ($47M, 240 participants).

Next read for The International School of San Francisc…

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