Other · DOL Form 5500 · 2024
San Francisco Day School Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $253,533
- Avg per participant Above avg balance/head
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.
- #2,377 in Educational Services (3,638 peers)
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 ~630 per filing). Assets: $35M.
- #2,377
- in Educational Services (3,638 peers)
- +11.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
San Francisco Day School Defined Contribution Retirement Plan's outsized position by total assets
San Francisco Day School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,494,575 Top 20% higher than 80% 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
San Francisco Day School Defined Contribution 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. San Francisco Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 942570257 · San Francisco Day School PY 2024 · Other
San Francisco Day School Defined Contribution Retirement Plan · $35M · 140 · 80th
- TYPE $35M
- TYPE 140
- TYPE 80th
- TYPE Other
- TYPE near Childfund International, USA 403(b) Tax Deferred Annuity Plan
- TYPE ind #2377
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 →
San Francisco Day School Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All San Francisco Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 30.931711922291257% vs 2022
- 2024 filing year
| 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.
- 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
San Francisco Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Childfund International, USA 403(b) Tax Deferred Annuity Plan in VA ($36M); by covered participants it is The Advocacy Alliance Retirement Plan in PA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- The Advocacy Alliance Retirement Plan (PA) 140 · 0 off
- Providence Academy Defined Contribution Retirement Plan (MN) 140 · 0 off
- Arise Academy, Inc. 403(b) Plan (LA) 140 · 0 off
- Leslie Shankman School Corporation 403(b) Plan (IL) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.