Other · DOL Form 5500 · 2024
The Brandeis School of San Francisco Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $134,028
- Avg per participant Near avg balance/head
Official DOL plan name: The Brandeis School of San Francisco Retirement Plan · Sponsored by The Brandeis School of San Francisco · California · Educational Services
$24M in assets, 181 participants
The Brandeis School of San Francisco's The Brandeis School of San Francisco Retirement Plan reported $24M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,094 in Educational Services (3,638 peers)
Coverage in California
The Brandeis School of San Francisco Retirement Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $24M.
- #2,094
- in Educational Services (3,638 peers)
- +12.5%
- assets growth YoY
The Brandeis School of San Francisco Retirement Plan's outsized position by total assets
The Brandeis School of San Francisco Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,259,027 Top 26% higher than 74% 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
The Brandeis School of San Francisco 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. The Brandeis School of San Francisco Retirement Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Brandeis School of San Francisco Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- The Brandeis School of San Francisco Retirement Plan reported participants rose from 169 in the plan year 2023 filing to 181 in the plan year 2024 filing.
DOL schedule card
Filing strip 941558659 · The Brandeis School of San Francisco PY 2024 · Other
The Brandeis School of San Francisco Retirement Plan · $24M · 181 · 74th
- EOY $24M
- 5500 181
- ASSETS 74th
- PCT Other
- EIN near Cincinnati Country Day School Tiaa Cref Retirement Plan
- RANK ind #2094
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 →
The Brandeis School of San Francisco Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 941558659 |
| Plan Effective Date | 1992-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Brandeis School of San Francisco)
Sponsor-wide plan assets over time
All The Brandeis School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 29.032394812838614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $19M |
| 2023 | 1 | 169 | $22M |
| 2024 | 1 | 181 | $24M |
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
The Brandeis School of San Francisco Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH ($24M); by covered participants it is Origami Rehabilitation Retirement Plan in MI (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Origami Rehabilitation Retirement Plan (MI) 181 · 0 off
- Dominican University New York 403(b) DC Plan (NY) 181 · 0 off
- 403(b) Thrift Plan of Human Services Center (PA) 181 · 0 off
- Glenelg Country School DC Retirement Plan (MD) 181 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.