401(k) · DOL Form 5500 · 2024
The San Francisco Foundation 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 107
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $268,963
- Avg per participant High balance/head
Official DOL plan name: The San Francisco Foundation Employees' 401(k) Savings Plan · Sponsored by The San Francisco Foundation · California · Other Services
$29M in assets, 107 participants
The San Francisco Foundation's The San Francisco Foundation Employees' 401(k) Savings Plan reported $29M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #6,797 in Other Services (7,719 peers)
Coverage in California
The San Francisco Foundation Employees' 401(k) Savings Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $29M.
- #6,797
- in Other Services (7,719 peers)
- +23.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The San Francisco Foundation Employees' 401(k) Savings Plan's outsized position by total assets
The San Francisco Foundation Employees' 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,779,046 Top 23% higher than 77% 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 San Francisco Foundation Employees' 401(k) Savings 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 San Francisco Foundation Employees' 401(k) Savings Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The San Francisco Foundation Employees' 401(k) Savings Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The San Francisco Foundation Employees' 401(k) Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- The San Francisco Foundation Employees' 401(k) Savings Plan reported participants rose from 104 in the plan year 2023 filing to 107 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 010679337 · The San Francisco Foundation PY 2024 · 401(k)
The San Francisco Foundation Employees' 401(k) Savings Plan · $29M · 107 · 77th
- 5500 $29M
- 5500 107
- 5500 77th
- 5500 401(k)
- 5500 near Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(k) Plan
- 5500 ind #6797
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 Other Services retirement plans → · Plans in California →
The San Francisco Foundation Employees' 401(k) Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 010679337 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The San Francisco Foundation)
Sponsor-wide plan assets over time
All The San Francisco Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 38.445889050270125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $21M |
| 2023 | 1 | 104 | $23M |
| 2024 | 1 | 107 | $29M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
The San Francisco Foundation Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(k) Plan in CO ($29M); by covered participants it is Infovista 401(k) Retirement Plan in MA (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(k) Plan (CO) $29M · 120
- Purvis Systems, Inc. Retirement Plan (RI) $29M · 225
- Novares US LLC 401(k) Plan (MI) $29M · 361
- Professional Hospitality Resources 401(k) Plan (VA) $29M · 1,178
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Infovista 401(k) Retirement Plan (MA) 107 · 0 off
- Manmar Entertainment LLC 401(k) Profit Sharing Plan & Trust (FL) 107 · 0 off
- Sullivan Paper Company, Inc. 401(k) Plan (MA) 107 · 0 off
- Cedar Band Corporation 401(k) Profit Sharing Plan (UT) 107 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.