Money Purchase · DOL Form 5500 · 2022

Children and Family Circle of Sonoma County Money Purchase Plan

Data updated 2026-08-11

$270K
Total assets
4
Participants
13th
Percentile by assets
$67,609
Avg per participant
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Official DOL plan name: The ERISA 403b of Children and Family Circle · Sponsored by Children and Family Circle of Sonoma County · California · Healthcare & Social Assistance

$270K in assets, 4 participants

Children and Family Circle of Sonoma County's The ERISA 403b of Children and Family Circle reported $270K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • 13th percentile by assets (of 139,126 plans)
  • #1,842 in Healthcare & Social Assistance (20,060 peers)

Children and Family Circle of Sonoma County multi-year trail

Children and Family Circle of Sonoma County's plans moved +48.7% in assets from 2022 to 2024; this filing shows The ERISA 403b of Children and Family Circle at $270K / 4 participants.

$270K
total plan assets (2022 EOY)
4
covered participants
13th
percentile by assets (of 139,126 plans)
$67,609
avg assets per participant

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The ERISA 403b of Children and Family Circle sits by total assets

The ERISA 403b of Children and Family Circle vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$270,436 13th percentile higher than 13% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
California
Industry
Healthcare & Social Assistance

Children and Family Circle of Sonoma County across 3 plan years on file

Across the 3 plan years Children and Family Circle of Sonoma County has on file (2022-2024), sponsor-wide plan assets have moved from $270K to $402K, a gain of 48.7%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($402K); trough: 2022 ($270K).

Children and Family Circle of Sonoma County multi-year asset trail

$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.27M $0.4M ▲ +48.1%
Total plan assets by year, all Children and Family Circle of Sonoma County plans on file
Year Plans Participants Total Assets
2022 1 4 $270K
2023 1 4 $336K
2024 1 4 $402K

Children and Family Circle of Sonoma County filing trail (2022)

Total Assets (Beginning of Year)$316K
Net Assets (End of Year)$270K
Net Income-$46K
Employer EIN942473193
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

The ERISA 403b of Children and Family Circle vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The ERISA 403b of Ch…, Total assets ($B): 0.000270436 · Participants: 4The ERISA 403b of Ch…The Permanente Contr…, Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contr…Kaiser Permanente Su…, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Su…University of Southe…, Total assets ($B): 3.768465559 · Participants: 20087University of Southe…Carpenters Annuity T…, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity T…Directors Guild of A…, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of A…
The ERISA 403b of Children and Family Circle vs. nearby Money Purchase plans in California, assets vs. participants
Compare The ERISA 403b of Children and Family Ci… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to The ERISA 403b of Children and Family Circle by total assets, not by location.

Frequently Asked Questions

How did The ERISA 403b of Children and Family Circle assets move in 2022? ▼
The ERISA 403b of Children and Family Circle pulled back noticeably - down 14.5% during 2022, from $316K to $270K. Reported net income was -$46K.
How have Children and Family Circle of Sonoma County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Children and Family Circle of Sonoma County's sponsor-wide assets grew 48.7%, from $270K to $402K.
Where does The ERISA 403b of Children and Family Circle rank by assets among Form 5500 filers? ▼
The ERISA 403b of Children and Family Circle ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to The ERISA 403b of Children and Family Circle? ▼
Among Money Purchase plans in other states, the closest by assets is Ponce Animal Hospital Retirement Plan in PR ($270K, 7 participants).

Next read for The ERISA 403b of Children and Family Ci…

Multi-year trail

Ways to act on The ERISA 403b of Children and Family Circle's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942473193.

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.