Other · DOL Form 5500 · 2024
San Francisco University High School Retirement Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 119
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $457,886
- Avg per participant High balance/head
Official DOL plan name: San Francisco University High School DC Retirement Plan · Sponsored by San Francisco University High School · California · Educational Services
$54M in assets, 119 participants
San Francisco University High School's San Francisco University High School DC Retirement Plan reported $54M in total assets and 119 participants in its 2024 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.
- #2,681 in Educational Services (3,638 peers)
Coverage in California
San Francisco University High School DC Retirement Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $54M.
- #2,681
- in Educational Services (3,638 peers)
- +7.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
San Francisco University High School DC Retirement Plan's outsized position by total assets
San Francisco University High School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,488,469 Top 15% higher than 85% 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
San Francisco University High School DC Retirement 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. San Francisco University High School DC Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco University High School DC Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- San Francisco University High School DC Retirement Plan reported participants fell from 159 in the plan year 2023 filing to 119 in the plan year 2024 filing.
- San Francisco University High School DC Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $54M in the plan year 2024 filing.
DOL schedule card
Filing strip 237313754 · San Francisco University High School PY 2024 · Other
San Francisco University High School DC Retirement Plan · $54M · 119 · 85th
- PHOTO $54M
- PHOTO 119
- PHOTO 85th
- PHOTO Other
- PHOTO near Savannah Country Day School, Inc. Retirement Plan Tax Deferred
- PHOTO ind #2681
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 →
San Francisco University High School DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $4M |
| Employer EIN | 237313754 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco University High School)
Sponsor-wide plan assets over time
All San Francisco University High School plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 24.78961400610742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $44M |
| 2023 | 1 | 159 | $51M |
| 2024 | 1 | 119 | $54M |
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
San Francisco University High School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Savannah Country Day School, Inc. Retirement Plan Tax Deferred in GA ($55M); by covered participants it is Sreb Retirement Plan in GA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Sreb Retirement Plan (GA) 119 · 0 off
- Lower East Side Tenement Museum 403b DC Plan #334 (NY) 119 · 0 off
- New York Stem Cell Foundation 403(b) Plan (NY) 119 · 0 off
- Spectrum Health Services Inc 403(b) Plan (PA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.