Other · DOL Form 5500 · 2024

Roessler Chadwick Foundation Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
296
Participants Below avg headcount
87th
Percentile by assets National rank
$214,387
Avg per participant Above avg balance/head
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Official DOL plan name: Roessler Chadwick Foundation Dba Chadwick School Retirement Plan · Sponsored by Roessler Chadwick Foundation · California · Educational Services

$63M in assets, 296 participants

Roessler Chadwick Foundation's Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reported $63M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,769 in Educational Services (3,638 peers)

Coverage in California

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan covers 296 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $63M.

#2,769
in Educational Services (3,638 peers)
+10.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's outsized position by total assets

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$63,458,513 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Roessler Chadwick Foundation Dba Chadwick School 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. Roessler Chadwick Foundation Dba Chadwick School Retirement Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Roessler Chadwick Foundation Dba Chadwick School Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $63M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 950615438 · Roessler Chadwick Foundation PY 2024 · Other

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan · $63M · 296 · 87th

  • PART $63M
  • PART 296
  • PART 87th
  • PART Other
  • PART near Covenant House Savings and Retirement Plan
  • PART ind #2769

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 →

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan in the asset neighbourhood

Asbury University DC Retirement PlanAsbury University DC Retirem…$64MRoessler Chadwick Foundation Dba Chadwick School Retirement PlanRoessler Chadwick Foundation…$63MCovenant House Savings and Retirement PlanCovenant House Savings and R…$63MIsland Peer Review Organization, Inc. Tax Deferred Annuity PlanIsland Peer Review Organizat…$63MHiram College Retirement Plan$63M
End-of-year total assets ($M) among Roessler Chadwick Foundation Dba Chadwick School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$63M
Net Income$6M
Employer EIN950615438
Plan Effective Date1964-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roessler Chadwick Foundation)

Sponsor-wide plan assets over time

All Roessler Chadwick Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$63M 27.265841308491968% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.9M $63.5M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 273 $50M
2023 1 294 $57M
2024 1 296 $63M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Roessler Chadwick Foundation Dba Chadwick School Retirement Plan, Total assets ($B): 0.063458513 · Participants: 296Roessler Chadwick Foundation Dba Chadwick School Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan vs. nearby Other plans in California, assets vs. participants

Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Covenant House Savings and Retirement Plan in NY ($63M); by covered participants it is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roessler Chadwick Foundation Dba Chadwick School Retirement Plan assets move in 2024? ▼
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan grew at a solid clip - up 10.4% during 2024, from $57M to $63M. Reported net income was $6M.
How have Roessler Chadwick Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roessler Chadwick Foundation's sponsor-wide assets grew 27.3%, from $50M to $63M.
Where does Roessler Chadwick Foundation Dba Chadwick School Retirement Plan rank by assets among Form 5500 filers? ▼
Roessler Chadwick Foundation Dba Chadwick School Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Roessler Chadwick Foundation Dba Chadwick School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Covenant House Savings and Retirement Plan in NY ($63M, 1,515 participants).
Which Other plans cover a similar participant headcount to Roessler Chadwick Foundation Dba Chadwick School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 participants, $28M in assets).