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
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
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.
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
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)
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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Pueblo Community Health Center, Inc. Employer Contribution Plan (CO) 296 · 0 off
- Morrison Center 403(b) Retirement Plan (ME) 296 · 0 off
- Cottage Hospital Tax-Sheltered Annuity Plan (NH) 296 · 0 off
- The Leaguers, Inc. 403(b) Plan (NJ) 296 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.