Other · DOL Form 5500 · 2022
ABILITYFIRST Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $58,281
- Avg per participant Low balance/head
Official DOL plan name: Abilityfirst Defined Contribution Plan · Sponsored by ABILITYFIRST · California · Healthcare & Social Assistance
$14M in assets, 242 participants
ABILITYFIRST's Abilityfirst Defined Contribution Plan reported $14M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,265 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Abilityfirst Defined Contribution Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $14M.
- #15,265
- in Healthcare & Social Assistance (20,060 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Abilityfirst Defined Contribution Plan's outsized position by total assets
Abilityfirst Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,103,910 Top 29% higher than 71% 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
Abilityfirst Defined Contribution 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. Abilityfirst Defined Contribution Plan sits mid-pack in the medium band (242 participants).
Form 5500 schedule snapshot
Filing strip 951690983 · ABILITYFIRST PY 2022 · Other
Abilityfirst Defined Contribution Plan · $14M · 242 · 71st
- NET $14M
- NET 242
- NET 71st
- NET Other
- NET near Cornwall Manor Retirement Community Internal Revenue Code Section 403(b)
- NET ind #15265
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 →
Abilityfirst Defined Contribution Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 951690983 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ABILITYFIRST)
Sponsor-wide plan assets over time
All ABILITYFIRST plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 24.147842690431233% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $14M |
| 2023 | 1 | 282 | $17M |
| 2024 | 1 | 434 | $18M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Abilityfirst Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) in PA ($14M); by covered participants it is The Leffell School Retirement Plan in NY (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) (PA) $14M · 269
- Visions/Services for the Blind and Visually Impaired Retirement Plan (NY) $14M · 104
- New England Interstate Water Pollution Control Commission 403(b) Tax Sheltered Annuity Plan (MA) $14M · 112
- The Infirmary 403(b) Plan (AL) $14M · 335
Similar participant headcount
Nearest other-state filings by covered participants (242 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.