Other · DOL Form 5500 · 2024
The Ronald Reagan Presidential Foundation and Institute Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $120,237
- Avg per participant Near avg balance/head
Official DOL plan name: Ronald Reagan Presidential Foundation 403(b) DC Plan · Sponsored by The Ronald Reagan Presidential Foundation and Institute · California · Educational Services
$13M in assets, 112 participants
The Ronald Reagan Presidential Foundation and Institute's Ronald Reagan Presidential Foundation 403(b) DC Plan reported $13M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,627 in Educational Services (3,638 peers)
Coverage in California
Ronald Reagan Presidential Foundation 403(b) DC Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $13M.
- #1,627
- in Educational Services (3,638 peers)
- +15.4%
- assets growth YoY
Ronald Reagan Presidential Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Ronald Reagan Presidential Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,466,504 Top 38% higher than 62% 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
Ronald Reagan Presidential Foundation 403(b) DC 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. Ronald Reagan Presidential Foundation 403(b) DC Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ronald Reagan Presidential Foundation 403(b) DC Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ronald Reagan Presidential Foundation 403(b) DC Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ronald Reagan Presidential Foundation 403(b) DC Plan reported participants rose from 110 in the plan year 2023 filing to 112 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 770054631 · The Ronald Reagan Presidential Foundation and Institute PY 2024 · Other
Ronald Reagan Presidential Foundation 403(b) DC Plan · $13M · 112 · 62nd
- BOY $13M
- BOY 112
- BOY 62nd
- BOY Other
- BOY near Refuah Health Center, Inc. 403(b) Plan
- BOY ind #1627
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 →
Ronald Reagan Presidential Foundation 403(b) DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 770054631 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ronald Reagan Presidential Foundation and Institute)
Sponsor-wide plan assets over time
All The Ronald Reagan Presidential Foundation and Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 26.2891401031132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $11M |
| 2023 | 1 | 110 | $12M |
| 2024 | 1 | 112 | $13M |
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
Ronald Reagan Presidential Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Refuah Health Center, Inc. 403(b) Plan in NY ($13M); by covered participants it is Graduate Management Admission Council Retirement Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Graduate Management Admission Council Retirement Plan (VA) 112 · 0 off
- Unbound Retirement Plan (KS) 112 · 0 off
- Combe Products Employees Savings Plan (PR) 112 · 0 off
- Trinity Christian Academy Defined Contribution Plan- (TN) 112 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.