Money Purchase · DOL Form 5500 · 2022
Children and Family Circle of Sonoma County Money Purchase Plan
Data updated 2026-08-25
- $270K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $67,609
- Avg per participant Below avg balance/head
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.
- #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.
- #1,842
- in Healthcare & Social Assistance (20,060 peers)
- -14.5%
- assets change YoY
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.
The ERISA 403b of Children and Family Circle among the smaller filed plans by 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The ERISA 403b of Children and Family Circle among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The ERISA 403b of Children and Family Circle is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 942473193 · Children and Family Circle of Sonoma County PY 2022 · Money Purchase
The ERISA 403b of Children and Family Circle · $270K · 4 · 13th
- PHOTO $270K
- PHOTO 4
- PHOTO 13th
- PHOTO Money Purchase
- PHOTO near Ponce Animal Hospital Retirement Plan
- PHOTO ind #1842
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 Healthcare & Social Assistance retirement plans → · Plans in California →
The ERISA 403b of Children and Family Circle in the asset neighbourhood
Children and Family Circle of Sonoma County multi-year asset trail
Sponsor-wide plan assets over time
All Children and Family Circle of Sonoma County plans reported in each filing year
- Latest sponsor-wide plan assets
- $402K 48.670665148131164% vs 2022
- 2024 filing year
| 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 EIN | 942473193 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
The ERISA 403b of Children and Family Circle's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Ponce Animal Hospital Retirement Plan in PR ($270K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.