San Francisco Waldorf School Association403(b)

San Francisco Waldorf School Association's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $9,319,807 across 137 participant accounts, with employer contributions averaging $2,625 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,662nd of 9,483), and 2,168th of 3,091 in educational services. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves.