Other · DOL Form 5500 · 2022
Community Action Partnership of San Luis Obispo County, Inc. Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 863
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $45,825
- Avg per participant Low balance/head
Official DOL plan name: Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan · Sponsored by Community Action Partnership of San Luis Obispo County, Inc. · California · Other Services
$40M in assets, 863 participants
Community Action Partnership of San Luis Obispo County, Inc.'s Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan reported $40M in total assets and 863 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,838 in Other Services (8,398 peers)
Where Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan sits by assets
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan sits in the top quartile of all filed plans by assets, $40M for 863 participants (~$45,825/participant), down 10.9% in 2022.
- #7,838
- in Other Services (8,398 peers)
- -10.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan's outsized position by total assets
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,546,859 Top 14% higher than 86% 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
Community Action Partnership of San Luis Obispo County, Inc. 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. Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan sits mid-pack in the medium band (863 participants).
Plan-year Form 5500 strip
Filing strip 952410253 · Community Action Partnership of San Luis Obispo County, Inc. PY 2022 · Other
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan · $40M · 863 · 86th
- EBSA $40M
- EBSA 863
- EBSA 86th
- EBSA Other
- EBSA near Hill Country Memorial Hospital 403(b) Retirement Plan
- EBSA ind #7838
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 Other Services retirement plans → · Plans in California →
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$5M |
| Employer EIN | 952410253 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Partnership of San Luis Obispo County, Inc.)
Sponsor-wide plan assets over time
All Community Action Partnership of San Luis Obispo County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 47.23118212751106% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 863 | $40M |
| 2023 | 1 | 836 | $48M |
| 2024 | 1 | 1,322 | $58M |
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
Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Hill Country Memorial Hospital 403(b) Retirement Plan in TX ($40M); by covered participants it is Wood County Hospital 403(b) Plan in OH (863 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (863 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.