Other · DOL Form 5500 · 2024
San Francisco Aids Foundation Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $87,146
- Avg per participant Below avg balance/head
Official DOL plan name: San Francisco Aids Foundation 403(b) Plan · Sponsored by San Francisco Aids Foundation · California · Other Services
$16M in assets, 178 participants
San Francisco Aids Foundation's San Francisco Aids Foundation 403(b) Plan reported $16M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #6,212 in Other Services (7,719 peers)
Coverage in California
San Francisco Aids Foundation 403(b) Plan covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $16M.
- #6,212
- in Other Services (7,719 peers)
- +12.2%
- assets growth YoY
San Francisco Aids Foundation 403(b) Plan's mid-pack asset rank among Other Services and all filers
San Francisco Aids Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,512,004 Top 35% higher than 65% 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 Aids Foundation 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 Francisco Aids Foundation 403(b) Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco Aids Foundation 403(b) Plan reported net income rose from $962K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- San Francisco Aids Foundation 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- San Francisco Aids Foundation 403(b) Plan reported participants fell from 191 in the plan year 2023 filing to 178 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942927405 · San Francisco Aids Foundation PY 2024 · Other
San Francisco Aids Foundation 403(b) Plan · $16M · 178 · 65th
- IND $16M
- IND 178
- IND 65th
- IND Other
- IND near Chapel Hill - Chauncy Hall School 403(b) Plan
- IND ind #6212
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 Francisco Aids Foundation 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 942927405 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Aids Foundation)
Sponsor-wide plan assets over time
All San Francisco Aids Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.54090463470023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $13M |
| 2023 | 1 | 191 | $14M |
| 2024 | 1 | 178 | $16M |
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 Aids Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Chapel Hill - Chauncy Hall School 403(b) Plan in MA ($16M); by covered participants it is Louisiana Horsemens Pension Plan in LA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Louisiana Horsemens Pension Plan (LA) 178 · 0 off
- Regenstrief Institute, Inc. Defined Contribution Retirement Plan (IN) 178 · 0 off
- Children's Miracle Network 403(b) Plan (UT) 178 · 0 off
- Food Lifeline 403(b) Plan (WA) 178 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.