Other · DOL Form 5500 · 2024
George Lucas Educational Foundation Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $458,619
- Avg per participant High balance/head
Official DOL plan name: George Lucas Educational Foundation 403(b)(7) · Sponsored by George Lucas Educational Foundation · California · Other Services
$10M in assets, 22 participants
George Lucas Educational Foundation's George Lucas Educational Foundation 403(b)(7) reported $10M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #5,763 in Other Services (7,719 peers)
George Lucas Educational Foundation multi-year trail
George Lucas Educational Foundation's plans moved +35.9% in assets from 2022 to 2024; this filing shows George Lucas Educational Foundation 403(b)(7) at $10M / 22 participants.
- #5,763
- in Other Services (7,719 peers)
- +15.0%
- assets growth YoY
George Lucas Educational Foundation 403(b)(7)'s mid-pack asset rank among Other Services and all filers
George Lucas Educational Foundation 403(b)(7) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,089,617 Top 44% higher than 56% 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
George Lucas Educational Foundation 403(b)(7) among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George Lucas Educational Foundation 403(b)(7) is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- George Lucas Educational Foundation 403(b)(7) reported participants fell from 32 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- George Lucas Educational Foundation 403(b)(7) end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 680065687 · George Lucas Educational Foundation PY 2024 · Other
George Lucas Educational Foundation 403(b)(7) · $10M · 22 · 56th
- BOOK $10M
- BOOK 22
- BOOK 56th
- BOOK Other
- BOOK near The Children's Guild, Inc. 403(b) Plan
- BOOK ind #5763
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 Other Services retirement plans → · Plans in California →
George Lucas Educational Foundation 403(b)(7) in the asset neighbourhood
George Lucas Educational Foundation multi-year asset trail
Sponsor-wide plan assets over time
All George Lucas Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 35.89925078821864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $7M |
| 2023 | 1 | 32 | $9M |
| 2024 | 1 | 22 | $10M |
George Lucas Educational Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 680065687 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
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
George Lucas Educational Foundation 403(b)(7)'s out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Children's Guild, Inc. 403(b) Plan in MD ($10M); by covered participants it is Tax Deferred Annuity Plan of Literacy West Ny, Inc. in NY (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- The Children's Guild, Inc. 403(b) Plan (MD) $10M · 451
- Hebron Christian Academy 403b Plan (GA) $10M · 234
- Covenant Care Retirement Savings Plan (FL) $10M · 487
- Behavioral Health System Baltimore 403(b) Plan (MD) $10M · 82
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.