Other · DOL Form 5500 · 2024
San Francisco Friends School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $312,337
- Avg per participant High balance/head
Official DOL plan name: San Francisco Friends School Defined Contribution Retirement Plan · Sponsored by San Francisco Friends School · California · Educational Services
$23M in assets, 73 participants
San Francisco Friends School's San Francisco Friends School Defined Contribution Retirement Plan reported $23M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,037 in Educational Services (3,638 peers)
San Francisco Friends School multi-year trail
San Francisco Friends School's plans moved +34.1% in assets from 2022 to 2024; this filing shows San Francisco Friends School Defined Contribution Retirement Plan at $23M / 73 participants.
- #2,037
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
San Francisco Friends School Defined Contribution Retirement Plan's outsized position by total assets
San Francisco Friends School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,800,589 Top 27% higher than 73% 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 Friends School Defined Contribution Retirement 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 Friends School Defined Contribution Retirement Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco Friends School Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- San Francisco Friends School Defined Contribution Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- San Francisco Friends School Defined Contribution Retirement Plan reported participants fell from 76 in the plan year 2023 filing to 73 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943397589 · San Francisco Friends School PY 2024 · Other
San Francisco Friends School Defined Contribution Retirement Plan · $23M · 73 · 73rd
- PCT $23M
- PCT 73
- PCT 73rd
- PCT Other
- PCT near Oak Hall Private School 403(b) DC and Tda Plan
- PCT ind #2037
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 Friends School Defined Contribution Retirement Plan in the asset neighbourhood
San Francisco Friends School multi-year asset trail
Sponsor-wide plan assets over time
All San Francisco Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 34.10106759924884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $17M |
| 2023 | 1 | 76 | $21M |
| 2024 | 1 | 73 | $23M |
San Francisco Friends School filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 943397589 |
| Plan Effective Date | 2000-01-01 |
| 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
San Francisco Friends School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oak Hall Private School 403(b) DC and Tda Plan in FL ($23M); by covered participants it is United Way of Tarrant County 403(b) Plan in TX (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.