Other · DOL Form 5500 · 2024

Meals on Wheels San Francisco Retirement Plan

Data updated 2026-08-11

$4M
Total assets
162
Participants
37th
Percentile by assets
$23,359
Avg per participant
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Official DOL plan name: Meals on Wheels San Francisco 403(b) Retirement Plan · Sponsored by Meals on Wheels San Francisco · California · Healthcare & Social Assistance

$4M in assets, 162 participants

Meals on Wheels San Francisco's Meals on Wheels San Francisco 403(b) Retirement Plan reported $4M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 123,622 plans)
  • #6,560 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Meals on Wheels San Francisco 403(b) Retirement Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $4M.

$4M
total plan assets (2024 EOY)
162
covered participants
37th
percentile by assets (of 123,622 plans)
$23,359
avg assets per participant

Where Meals on Wheels San Francisco 403(b) Retirement Plan sits by total assets

Meals on Wheels San Francisco 403(b) Retirement Plan vs every filed plan by assets

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

$3,784,151 37th percentile higher than 37% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meals on Wheels San Francisco 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Meals on Wheels San Francisco 403(b) Retirement Plan reported net income fell from $994K in the plan year 2023 filing to $764K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Meals on Wheels San Francisco 403(b) Retirement Plan reports 162 participants - about 26% of that state average ($4M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$764K
Employer EIN941741155
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meals on Wheels San Francisco)

$1M$2M$3M$4M 202220232024 $2.03M $3.78M ▲ +86.2%
Total plan assets by year, all Meals on Wheels San Francisco plans on file
Year Plans Participants Total Assets
2022 1 168 $2M
2023 1 161 $3M
2024 1 162 $4M

Nearby Other Plans in California

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

Meals on Wheels San Francisco 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Meals on Wheels San …, Total assets ($B): 0.003784151 · Participants: 162Meals on Wheels San …Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
Meals on Wheels San Francisco 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Meals on Wheels San Francisco 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Meals on Wheels San Francisco 403(b) Retirement Plan assets move in 2024?
Meals on Wheels San Francisco 403(b) Retirement Plan grew sharply - up 25.3% during 2024, from $3M to $4M. Reported net income was $764K.
How have Meals on Wheels San Francisco plan assets changed over time?
Across 3 plan years on file (2022-2024), Meals on Wheels San Francisco's sponsor-wide assets grew 86.8%, from $2M to $4M.
Which Other plans are similar in size to Meals on Wheels San Francisco 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Homes for Kids Retirement Plan in OH ($4M, 118 participants).

Next read for Meals on Wheels San Francisco 403(b) Ret…

Filing takeaways

Ways to act on Meals on Wheels San Francisco 403(b) Retirement Plan's numbers.