Profit Sharing · DOL Form 5500 · 2024
San Francisco Waldorf School Association Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $131,293
- Avg per participant Near avg balance/head
Official DOL plan name: San Francisco Waldorf School 403(b) DC Plan · Sponsored by San Francisco Waldorf School Association · California · Educational Services
$9M in assets, 71 participants
San Francisco Waldorf School Association's San Francisco Waldorf School 403(b) DC Plan reported $9M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #1,347 in Educational Services (3,638 peers)
2024 asset change
San Francisco Waldorf School 403(b) DC Plan grew at a solid clip 9.7% in 2024 ($8M → $9M) for 71 participants.
- #1,347
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
San Francisco Waldorf School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
San Francisco Waldorf School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,321,818 Top 46% higher than 54% 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 Waldorf School 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Waldorf School 403(b) DC Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco Waldorf School 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $821K in the plan year 2024 filing.
- San Francisco Waldorf School 403(b) DC Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- San Francisco Waldorf School 403(b) DC Plan reported participants fell from 78 in the plan year 2023 filing to 71 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942538587 · San Francisco Waldorf School Association PY 2024 · Profit Sharing
San Francisco Waldorf School 403(b) DC Plan · $9M · 71 · 54th
- NET $9M
- BOOK 71
- VS-ST 54th
- BOY Profit Sharing
- SCH near Oasis Management Systems, Inc. Profit Sharing Plan
- EBSA ind #1347
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 Waldorf School 403(b) DC Plan in the asset neighbourhood
San Francisco Waldorf School Association years around the 2024 move
Sponsor-wide plan assets over time
All San Francisco Waldorf School Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 9.689933381068174% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 78 | $8M |
| 2024 | 1 | 71 | $9M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $821K |
| Employer EIN | 942538587 |
| Plan Effective Date | 1994-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
San Francisco Waldorf School 403(b) DC Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Oasis Management Systems, Inc. Profit Sharing Plan in GA ($9M); by covered participants it is Kukurin Contracting, Inc. Prevailing Wage Plan in PA (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.