Other · DOL Form 5500 · 2022
Elwyn California Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 954
- Participants Near avg headcount
- 63rd
- Percentile by assets National rank
- $9,567
- Avg per participant Low balance/head
Official DOL plan name: Elwyn California Defined Contribution 403b Plan · Sponsored by Elwyn California · California · Healthcare & Social Assistance
$9M in assets, 954 participants
Elwyn California's Elwyn California Defined Contribution 403b Plan reported $9M in total assets and 954 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,762 in Healthcare & Social Assistance (20,060 peers)
Elwyn California multi-year trail
Elwyn California's plans moved +54.3% in assets from 2022 to 2024; this filing shows Elwyn California Defined Contribution 403b Plan at $9M / 954 participants.
- #13,762
- in Healthcare & Social Assistance (20,060 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $512K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elwyn California Defined Contribution 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Elwyn California Defined Contribution 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,127,201 Top 37% higher than 63% 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
Elwyn California Defined Contribution 403b 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. Elwyn California Defined Contribution 403b Plan sits mid-pack in the medium band (954 participants).
Form 5500 schedule snapshot
Filing strip 261855027 · Elwyn California PY 2022 · Other
Elwyn California Defined Contribution 403b Plan · $9M · 954 · 63rd
- PART $9M
- PART 954
- PART 63rd
- PART Other
- PART near 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc.
- PART ind #13762
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 →
Elwyn California Defined Contribution 403b Plan in the asset neighbourhood
Elwyn California multi-year asset trail
Sponsor-wide plan assets over time
All Elwyn California plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 54.27935683677833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 954 | $9M |
| 2023 | 1 | 917 | $12M |
| 2024 | 1 | 903 | $14M |
Elwyn California filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$512K |
| Employer EIN | 261855027 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Elwyn California Defined Contribution 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. in PA ($9M); by covered participants it is Friendship Public Charter School 403(b) Plan in DC (955 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. (PA) $9M · 272
- Total Health Care Inc. 403(b) Plan (MD) $9M · 147
- Coteau Des Prairies Hospital and Clinic Employees Retirement Plan (SD) $9M · 150
- Melwood Horticultural Training Center Inc. Retirement Plan (MD) $9M · 365
Similar participant headcount
Nearest other-state filings by covered participants (954 participants); asset peers above are excluded.
- Friendship Public Charter School 403(b) Plan (DC) 955 · 1 off
- Pacific University Section 403(b) Plan (OR) 956 · 2 off
- Bay Path University 403(b) Retirement Plan (MA) 957 · 3 off
- Providence College 403(b) Plan (RI) 949 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.