Other · DOL Form 5500 · 2024
Roessler Chadwick Foundation Retirement Plan
Data updated 2026-08-11
- $63M
- Total assets
- 296
- Participants
- 87th
- Percentile by assets
- $214,387
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $63M
- total plan assets (2024 EOY)
- 296
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $214,387
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Roessler Chadwick Foundation Dba Chadwick School Retirement Plan reports 296 participants - about 47% of that state average ($63M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $6M |
| Employer EIN | 950615438 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roessler Chadwick Foundation)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Roessler Chadwick Foundation Dba Chadwick School Retirement Plan by total assets, not by location.
- Covenant House Savings and Retirement Plan (NY) $63M · 1,515
- Asbury University DC Retirement Plan (KY) $64M · 250
- Island Peer Review Organization, Inc. Tax Deferred Annuity Plan (NY) $63M · 313
- Hiram College Retirement Plan (OH) $63M · 221
Frequently Asked Questions
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Filing takeaways
Ways to act on Roessler Chadwick Foundation Dba Chadwick School Retirement Plan's numbers.
- By total assets, Roessler Chadwick Foundation Dba Chadwick School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Roessler Chadwick Foundation's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Educational Services plans