Other · DOL Form 5500 · 2024
Meals on Wheels San Francisco Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $23,359
- Avg per participant Low balance/head
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.
- #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.
- #6,560
- in Healthcare & Social Assistance (16,916 peers)
- +25.3%
- assets growth YoY
Meals on Wheels San Francisco 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Meals on Wheels San Francisco 403(b) 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. Meals on Wheels San Francisco 403(b) Retirement Plan sits mid-pack in the medium band (162 participants).
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.
Form 5500 schedule snapshot
Filing strip 941741155 · Meals on Wheels San Francisco PY 2024 · Other
Meals on Wheels San Francisco 403(b) Retirement Plan · $4M · 162 · 37th
- TYPE $4M
- TYPE 162
- TYPE 37th
- TYPE Other
- TYPE near Homes for Kids Retirement Plan
- TYPE ind #6560
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Meals on Wheels San Francisco 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $764K |
| Employer EIN | 941741155 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meals on Wheels San Francisco)
Sponsor-wide plan assets over time
All Meals on Wheels San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 86.82423325634876% vs 2022
- 2024 filing year
| 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.
- 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
Meals on Wheels San Francisco 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Homes for Kids Retirement Plan in OH ($4M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.