Other · DOL Form 5500 · 2022

Summitview Child and Family Services, Inc. Retirement Plan

Data updated 2026-08-25

$673K
Total assets Small plan by assets
130
Participants Small participant base
21st
Percentile by assets National rank
$5,177
Avg per participant Low balance/head
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Official DOL plan name: Summitview ERISA 403(b) Plan · Sponsored by Summitview Child and Family Services, Inc. · California · Healthcare & Social Assistance

$673K in assets, 130 participants

Summitview Child and Family Services, Inc.'s Summitview ERISA 403(b) Plan reported $673K in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,485 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Summitview ERISA 403(b) Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $673K.

#3,485
in Healthcare & Social Assistance (20,060 peers)
+5.1%
assets growth YoY

Summitview ERISA 403(b) Plan among the smaller filed plans by assets

Summitview ERISA 403(b) Plan vs every filed plan by assets

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

$673,008 21st percentile higher than 21% 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

Summitview ERISA 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. Summitview ERISA 403(b) Plan sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 943181886 · Summitview Child and Family Services, Inc. PY 2022 · Other

Summitview ERISA 403(b) Plan · $673K · 130 · 21st

  • EBSA $673K
  • PART 130
  • TYPE 21st
  • NET Other
  • BOOK near Trinity Services Inc. 403b Plan
  • VS-ST ind #3485

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 →

Summitview ERISA 403(b) Plan in the asset neighbourhood

Trinity Services Inc. 403b PlanTrinity Services Inc. 403b P…$676KSenior Choice, Inc. Tax Sheltered Savings PlanSenior Choice, Inc. Tax Shel…$677KDiscovery School 403(b) DC PlanDiscovery School 403(b) DC P…$677KSummitview ERISA 403(b) Plan$673KEaster Seals Southern Georgia 403b) RetirementEaster Seals Southern Georgi…$669K
End-of-year total assets ($M) among Summitview ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$640K
Net Assets (End of Year)$673K
Net Income$33K
Employer EIN943181886
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Summitview ERISA 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Summitview ERISA 403(b) Plan, Total assets ($B): 0.000673008 · Participants: 130Summitview ERISA 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
Summitview ERISA 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Summitview ERISA 403(b) Plan side-by-side with 3 peers →

Summitview ERISA 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Trinity Services Inc. 403b Plan in IL ($676K); by covered participants it is Albany Community Action Partnership 403(b) Plan in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($673K here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did Summitview ERISA 403(b) Plan assets move in 2022? ▼
Summitview ERISA 403(b) Plan grew at a solid clip - up 5.1% during 2022, from $640K to $673K. Reported net income was $33K.
Where does Summitview ERISA 403(b) Plan rank by assets among Form 5500 filers? ▼
Summitview ERISA 403(b) Plan ranks in the 21st 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 Other plans are similar in size to Summitview ERISA 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Trinity Services Inc. 403b Plan in IL ($676K, 1,173 participants).
Which Other plans cover a similar participant headcount to Summitview ERISA 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany Community Action Partnership 403(b) Plan in NY (130 participants, $3M in assets).

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 943181886.

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.