Other · DOL Form 5500 · 2024

Francis Parker School Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
282
Participants Below avg headcount
86th
Percentile by assets National rank
$216,113
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Francis Parker School 403(b) Plan · Sponsored by Francis Parker School · California · Educational Services

$61M in assets, 282 participants

Francis Parker School's Francis Parker School 403(b) Plan reported $61M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,739 in Educational Services (3,638 peers)

Coverage in California

Francis Parker School 403(b) Plan covers 282 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $61M.

#2,739
in Educational Services (3,638 peers)
+12.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Francis Parker School 403(b) Plan's outsized position by total assets

Francis Parker School 403(b) Plan vs every filed plan by assets

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

$60,943,784 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Francis Parker School 403(b) 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. Francis Parker School 403(b) Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Francis Parker School 403(b) Plan reported participants fell from 327 in the plan year 2023 filing to 282 in the plan year 2024 filing.
  • Francis Parker School 403(b) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Francis Parker School 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951696720 · Francis Parker School PY 2024 · Other

Francis Parker School 403(b) Plan · $61M · 282 · 86th

  • SCH $61M
  • SCH 282
  • SCH 86th
  • SCH Other
  • SCH near Center on Budget and Policy Priorities 403(b) Retirement Plan
  • SCH ind #2739

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 →

Francis Parker School 403(b) Plan in the asset neighbourhood

Center on Budget and Policy Priorities 403(b) Retirement PlanCenter on Budget and Policy …$61MFrancis Parker School 403(b) PlanFrancis Parker School 403(b)…$61MSpring Arbor University DC Retirement PlanSpring Arbor University DC R…$61MPace Academy, Inc. Tax Sheltered Annuity PlanPace Academy, Inc. Tax Shelt…$61MOregon Episcopal School Defined Contribution Retirement PlanOregon Episcopal School Defi…$61M
End-of-year total assets ($M) among Francis Parker School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN951696720
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francis Parker School)

Sponsor-wide plan assets over time

All Francis Parker School plans reported in each filing year

Latest sponsor-wide plan assets
$61M 30.795879133997893% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $46.6M $60.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 341 $47M
2023 1 327 $54M
2024 1 282 $61M

Nearby Other Plans in California

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

Francis Parker School 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Francis Parker School 403(b) Plan, Total assets ($B): 0.060943784 · Participants: 282Francis Parker School 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Francis Parker School 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Francis Parker School 403(b) Plan side-by-side with 3 peers →

Francis Parker School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Center on Budget and Policy Priorities 403(b) Retirement Plan in DC ($61M); by covered participants it is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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.

Frequently Asked Questions

How did Francis Parker School 403(b) Plan assets move in 2024? ▼
Francis Parker School 403(b) Plan grew at a solid clip - up 12.9% during 2024, from $54M to $61M. Reported net income was $7M.
How have Francis Parker School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francis Parker School's sponsor-wide assets grew 30.8%, from $47M to $61M.
Where does Francis Parker School 403(b) Plan rank by assets among Form 5500 filers? ▼
Francis Parker School 403(b) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Francis Parker School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Center on Budget and Policy Priorities 403(b) Retirement Plan in DC ($61M, 141 participants).
Which Other plans cover a similar participant headcount to Francis Parker School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (282 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951696720.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.