Other · DOL Form 5500 · 2024
Silicon Valley Community Foundation Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 105
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $258,463
- Avg per participant Above avg balance/head
Official DOL plan name: Silicon Valley Community Foundation 403(b) Retirement Plan · Sponsored by Silicon Valley Community Foundation · California · Other Services
$27M in assets, 105 participants
Silicon Valley Community Foundation's Silicon Valley Community Foundation 403(b) Retirement Plan reported $27M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #6,747 in Other Services (7,719 peers)
Coverage in California
Silicon Valley Community Foundation 403(b) Retirement Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $27M.
- #6,747
- in Other Services (7,719 peers)
- +9.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Silicon Valley Community Foundation 403(b) Retirement Plan's outsized position by total assets
Silicon Valley Community Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,138,611 Top 24% higher than 76% 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
Silicon Valley Community Foundation 403(b) 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. Silicon Valley Community Foundation 403(b) Retirement Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Silicon Valley Community Foundation 403(b) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Silicon Valley Community Foundation 403(b) Retirement Plan reported participants fell from 127 in the plan year 2023 filing to 105 in the plan year 2024 filing.
- Silicon Valley Community Foundation 403(b) Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 205205488 · Silicon Valley Community Foundation PY 2024 · Other
Silicon Valley Community Foundation 403(b) Retirement Plan · $27M · 105 · 76th
- 5500 $27M
- 5500 105
- 5500 76th
- 5500 Other
- 5500 near Cora Services 403(b) Retirement Plan
- 5500 ind #6747
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 →
Silicon Valley Community Foundation 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 205205488 |
| Plan Effective Date | 1993-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Silicon Valley Community Foundation)
Sponsor-wide plan assets over time
All Silicon Valley Community Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 25.87559561475959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $22M |
| 2023 | 1 | 127 | $25M |
| 2024 | 1 | 105 | $27M |
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
Silicon Valley Community Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cora Services 403(b) Retirement Plan in PA ($27M); by covered participants it is University of Hawaii Foundation 403(b) Plan in HI (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Cora Services 403(b) Retirement Plan (PA) $27M · 638
- Guthrie Theater Foundation 403(b) Retirement Plan (MN) $27M · 614
- National Conference of Bar Examiners 403(b) Plan (WI) $27M · 143
- Phmc 403(b) Plan (PA) $27M · 507
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- University of Hawaii Foundation 403(b) Plan (HI) 105 · 0 off
- Printing Partners 401(k) Plan (IN) 105 · 0 off
- College of the Atlantic DC Retirement Plan (ME) 105 · 0 off
- 403b Thrift Plan of Marcus Jewish Community Center of Atlanta, Inc. (GA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.