Other · DOL Form 5500 · 2022

Hughson Samaritan Village Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
135
Participants Small participant base
25th
Percentile by assets National rank
$7,742
Avg per participant Low balance/head
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Official DOL plan name: Hughson Samaritan Village 403(b) Plan · Sponsored by Hughson Samaritan Village · California · Healthcare & Social Assistance

$1M in assets, 135 participants

Hughson Samaritan Village's Hughson Samaritan Village 403(b) Plan reported $1M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,563 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Hughson Samaritan Village 403(b) Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $1M.

#4,563
in Healthcare & Social Assistance (20,060 peers)
-11.1%
assets change YoY

The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hughson Samaritan Village 403(b) Plan among the smaller filed plans by assets

Hughson Samaritan Village 403(b) Plan vs every filed plan by assets

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

$1,045,193 25th percentile higher than 25% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Hughson Samaritan Village 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hughson Samaritan Village 403(b) Plan sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 460469127 · Hughson Samaritan Village PY 2022 · Other

Hughson Samaritan Village 403(b) Plan · $1M · 135 · 25th

  • TYPE $1M
  • NET 135
  • BOOK 25th
  • VS-ST Other
  • BOY near Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan
  • SCH ind #4563

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 →

Hughson Samaritan Village 403(b) Plan in the asset neighbourhood

Hughson Samaritan Village 403(b) PlanHughson Samaritan Village 40…$1MGoodwill Industries-Knoxville, Inc. Tax Sheltered Annuity PlanGoodwill Industries-Knoxvill…$1MShares, Inc. 403b Plan$1MIron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity PlanIron Workers District Counci…$1M403(b) Thrift Plan of Central Arizona Shelter Services, Inc.403(b) Thrift Plan of Centra…$1M
End-of-year total assets ($M) among Hughson Samaritan Village 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$130K
Employer EIN460469127
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hughson Samaritan Village)

Sponsor-wide plan assets over time

All Hughson Samaritan Village plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.706481960747915% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.05M $1.37M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 135 $1M
2023 1 158 $1M
2024 1 157 $1M

Nearby Other Plans in California

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

Hughson Samaritan Village 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Hughson Samaritan Village 403(b) Plan, Total assets ($B): 0.001045193 · Participants: 135Hughson Samaritan Village 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Hughson Samaritan Village 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Hughson Samaritan Village 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan in TN ($1M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hughson Samaritan Village 403(b) Plan assets move in 2022?
Hughson Samaritan Village 403(b) Plan pulled back noticeably - down 11.1% during 2022, from $1M to $1M. Reported net income was -$130K.
How have Hughson Samaritan Village plan assets changed over time?
Across 3 plan years on file (2022-2024), Hughson Samaritan Village's sponsor-wide assets grew 30.7%, from $1M to $1M.
Where does Hughson Samaritan Village 403(b) Plan rank by assets among Form 5500 filers?
Hughson Samaritan Village 403(b) Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Hughson Samaritan Village 403(b) Plan?
Among Other plans in other states, the closest by assets is Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan in TN ($1M, 309 participants).
Which Other plans cover a similar participant headcount to Hughson Samaritan Village 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (135 participants, $30M in assets).