Other · DOL Form 5500 · 2024
The International School of San Francisco Retirement Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 135
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $391,982
- Avg per participant High balance/head
Official DOL plan name: The International School of San Francisco DC Retirement Plan · Sponsored by The International School of San Francisco · California · Educational Services
$53M in assets, 135 participants
The International School of San Francisco's The International School of San Francisco DC Retirement Plan reported $53M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,664 in Educational Services (3,638 peers)
Coverage in California
The International School of San Francisco DC Retirement Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $53M.
- #2,664
- in Educational Services (3,638 peers)
- +12.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The International School of San Francisco DC Retirement Plan's outsized position by total assets
The International School of San Francisco DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,917,601 Top 15% higher than 85% 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 International School of San Francisco DC 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 International School of San Francisco DC Retirement Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The International School of San Francisco DC Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The International School of San Francisco DC Retirement Plan end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- The International School of San Francisco DC Retirement Plan reported participants fell from 138 in the plan year 2023 filing to 135 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941558658 · The International School of San Francisco PY 2024 · Other
The International School of San Francisco DC Retirement Plan · $53M · 135 · 85th
- ASSETS $53M
- PCT 135
- EIN 85th
- RANK Other
- PHOTO near Woodland Park Zoological Society 403(b) Retirement Plan
- IND ind #2664
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 International School of San Francisco DC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 941558658 |
| Plan Effective Date | 1970-02-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The International School of San Francisco)
Sponsor-wide plan assets over time
All The International School of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 32.805106271613965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $40M |
| 2023 | 1 | 138 | $47M |
| 2024 | 1 | 135 | $53M |
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 International School of San Francisco DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Woodland Park Zoological Society 403(b) Retirement Plan in WA ($53M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 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.