Other · DOL Form 5500 · 2022
Alternative Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $20,580
- Avg per participant Low balance/head
Official DOL plan name: Alternative Family Services Tax Sheltered Annuity Plan · Sponsored by Alternative Family Services, Inc. · California · Healthcare & Social Assistance
$5M in assets, 259 participants
Alternative Family Services, Inc.'s Alternative Family Services Tax Sheltered Annuity Plan reported $5M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,578 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Alternative Family Services Tax Sheltered Annuity Plan covers 259 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $5M.
- #11,578
- in Healthcare & Social Assistance (20,060 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $491K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alternative Family Services Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Alternative Family Services Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,330,144 Top 48% higher than 52% 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
Alternative Family Services Tax Sheltered Annuity 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. Alternative Family Services Tax Sheltered Annuity Plan sits mid-pack in the medium band (259 participants).
Plan-year Form 5500 strip
Filing strip 942427088 · Alternative Family Services, Inc. PY 2022 · Other
Alternative Family Services Tax Sheltered Annuity Plan · $5M · 259 · 52nd
- PCT $5M
- EIN 259
- RANK 52nd
- PHOTO Other
- IND near Wesley Woods Senior Living 403(b) Plan
- EOY ind #11578
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 →
Alternative Family Services Tax Sheltered Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$491K |
| Employer EIN | 942427088 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alternative Family Services, Inc.)
Sponsor-wide plan assets over time
All Alternative Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 11.666176373471336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $5M |
| 2023 | 1 | 99 | $5M |
| 2024 | 1 | 124 | $6M |
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
Alternative Family Services Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Wesley Woods Senior Living 403(b) Plan in GA ($5M); by covered participants it is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 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.