Other · DOL Form 5500 · 2024

San Francisco Day School Retirement Plan

Data updated 2026-08-06

$35M
Total assets: 140
Participants: 80th
Percentile by assets: $253,533
Avg per participant

Official DOL plan name: San Francisco Day School Defined Contribution Retirement Plan · Sponsored by San Francisco Day School · California · Educational Services

$35M in assets, 140 participants

San Francisco Day School's San Francisco Day School Defined Contribution Retirement Plan reported $35M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

80th percentile by assets (of 116,472 plans)

Coverage in California

San Francisco Day School Defined Contribution Retirement Plan covers 140 participants in California, about 22% of the average California filer (state average ~637 per filing). Assets: $35M.

$35M
total plan assets (2024 EOY): 140
covered participants: 80th
percentile by assets (of 116,472 plans): $253,533
avg assets per participant

San Francisco Day School Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
San Francisco Day School Defined Contribution Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
San Francisco Day School Defined Contribution Retirement Plan reported participants fell from 155 in the plan year 2023 filing to 140 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Educational Services

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. San Francisco Day School Defined Contribution Retirement Plan reports 140 participants - about 22% of that state average ($35M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$32M
Net Assets (End of Year)	$35M
Net Income	$4M
Employer EIN	942570257
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (San Francisco Day School)

Total plan assets by year, all San Francisco Day School plans on file

Year	Plans	Participants	Total Assets
2022	1	120	$27M
2023	1	155	$32M
2024	1	140	$35M

Nearby Other Plans in California

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

San Francisco Day School Defined Contribution 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

Compare San Francisco Day School Defined Contrib… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Francisco Day School Defined Contribution Retirement Plan by total assets, not by location.

Childfund International, USA 403(b) Tax Deferred Annuity Plan (VA) $36M · 170
The Pike School, Inc. Retirement Plan (MA) $35M · 138
French International School 403(b) Retirement Plan (MD) $35M · 260
Waterford School 403(b) Plan (UT) $35M · 195

Frequently Asked Questions

How did San Francisco Day School Defined Contribution Retirement Plan assets move in 2024? ▼

San Francisco Day School Defined Contribution Retirement Plan grew at a solid clip - up 11.1% during 2024, from $32M to $35M. Reported net income was $4M.

How have San Francisco Day School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), San Francisco Day School's sponsor-wide assets grew 30.9%, from $27M to $35M.

Where does San Francisco Day School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

San Francisco Day School Defined Contribution Retirement Plan ranks in the 80th percentile by end-of-year assets among 116,472 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 San Francisco Day School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Childfund International, USA 403(b) Tax Deferred Annuity Plan in VA ($36M, 170 participants).

Next read for San Francisco Day School Defined Contrib…

Filing takeaways

Ways to act on San Francisco Day School Defined Contribution Retirement Plan's numbers.

By total assets, San Francisco Day School Defined Contribution 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
San Francisco Day School's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942570257.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.