Other · DOL Form 5500 · 2024
San Diego Foundation Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $193,092
- Avg per participant Above avg balance/head
Official DOL plan name: San Diego Foundation Section 403(b) Plan · Sponsored by San Diego Foundation · California · Other Services
$20M in assets, 106 participants
San Diego Foundation's San Diego Foundation Section 403(b) Plan reported $20M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #6,473 in Other Services (7,719 peers)
Coverage in California
San Diego Foundation Section 403(b) Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $20M.
- #6,473
- in Other Services (7,719 peers)
- +33.3%
- assets growth YoY
San Diego Foundation Section 403(b) Plan's outsized position by total assets
San Diego Foundation Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,467,765 Top 29% higher than 71% 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 Diego Foundation Section 403(b) 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 Diego Foundation Section 403(b) Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Diego Foundation Section 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- San Diego Foundation Section 403(b) Plan reported participants rose from 90 in the plan year 2023 filing to 106 in the plan year 2024 filing.
- San Diego Foundation Section 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 952942582 · San Diego Foundation PY 2024 · Other
San Diego Foundation Section 403(b) Plan · $20M · 106 · 71st
- EOY $20M
- 5500 106
- ASSETS 71st
- PCT Other
- EIN near 403(b) Thrift Plan for Graham-Windham Services to Families and Children
- RANK ind #6473
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 →
San Diego Foundation Section 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $5M |
| Employer EIN | 952942582 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Foundation)
Sponsor-wide plan assets over time
All San Diego Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 33.33011751398621% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 90 | $15M |
| 2024 | 1 | 106 | $20M |
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 Diego Foundation Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Graham-Windham Services to Families and Children in NY ($20M); by covered participants it is 403(b) Thrift Plan of Human Development Commission in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Human Development Commission (MI) 106 · 0 off
- Quality Progressions 403(b) Plan (PA) 106 · 0 off
- Gould Academy Retirement Plan (ME) 106 · 0 off
- The Roeper School Savings and Match Plan (MI) 106 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.