Other · DOL Form 5500 · 2024
Episcopal Community Services of San Francisco, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 398
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $31,846
- Avg per participant Low balance/head
Official DOL plan name: Episcopal Community Services of San Francisco, Inc. Retirement Plan · Sponsored by Episcopal Community Services of San Francisco, Inc. · California · Healthcare & Social Assistance
$13M in assets, 398 participants
Episcopal Community Services of San Francisco, Inc.'s Episcopal Community Services of San Francisco, Inc. Retirement Plan reported $13M in total assets and 398 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,176 in Healthcare & Social Assistance (16,916 peers)
Episcopal Community Services of San Francisco, Inc. multi-year trail
Episcopal Community Services of San Francisco, Inc.'s plans moved +57.2% in assets from 2022 to 2024; this filing shows Episcopal Community Services of San Francisco, Inc. Retirement Plan at $13M / 398 participants.
- #11,176
- in Healthcare & Social Assistance (16,916 peers)
- +21.9%
- assets growth YoY
Episcopal Community Services of San Francisco, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Episcopal Community Services of San Francisco, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,674,748 Top 39% higher than 61% 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
Episcopal Community Services of San Francisco, Inc. 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. Episcopal Community Services of San Francisco, Inc. Retirement Plan sits mid-pack in the medium band (398 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Episcopal Community Services of San Francisco, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Episcopal Community Services of San Francisco, Inc. Retirement Plan reported participants rose from 380 in the plan year 2023 filing to 398 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 943096716 · Episcopal Community Services of San Francisco, Inc. PY 2024 · Other
Episcopal Community Services of San Francisco, Inc. Retirement Plan · $13M · 398 · 61st
- SCH $13M
- SCH 398
- SCH 61st
- SCH Other
- SCH near Section 403(b) Retirement Plan for Hudson Valley Hospice
- SCH ind #11176
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 →
Episcopal Community Services of San Francisco, Inc. Retirement Plan in the asset neighbourhood
Episcopal Community Services of San Francisco, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Episcopal Community Services of San Francisco, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 57.19888466569116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 414 | $8M |
| 2023 | 1 | 380 | $10M |
| 2024 | 1 | 398 | $13M |
Episcopal Community Services of San Francisco, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 943096716 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
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
Episcopal Community Services of San Francisco, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Section 403(b) Retirement Plan for Hudson Valley Hospice in NY ($13M); by covered participants it is Milton Academy Retirement Plan in MA (398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Section 403(b) Retirement Plan for Hudson Valley Hospice (NY) $13M · 370
- Manzano Day School Defined Contribution Plan (NM) $13M · 125
- 401(k) Profit Sharing Plan for Employees of Gulf Coast Pre-Stress Partners, Ltd. (MS) $13M · 316
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan (NY) $13M · 362
Similar participant headcount
Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.
- Milton Academy Retirement Plan (MA) 398 · 0 off
- Stephens College DC Retirement Plan (MO) 398 · 0 off
- Baker County Medical Services Inc. 403(b) Retirement Plan (FL) 398 · 0 off
- American School for the Deaf Section 403(b) Retirement Plan (CT) 398 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.