Other · DOL Form 5500 · 2022
ADJOIN Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $10,643
- Avg per participant Low balance/head
Official DOL plan name: Adjoin 403(b) Plan · Sponsored by ADJOIN · California · Healthcare & Social Assistance
$3M in assets, 287 participants
ADJOIN's Adjoin 403(b) Plan reported $3M in total assets and 287 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,909 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Adjoin 403(b) Plan covers 287 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $3M.
- #8,909
- in Healthcare & Social Assistance (20,060 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $347K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Adjoin 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Adjoin 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,054,402 41st percentile higher than 41% 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
Adjoin 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. Adjoin 403(b) Plan sits mid-pack in the medium band (287 participants).
DOL schedule card
Filing strip 330008269 · ADJOIN PY 2022 · Other
Adjoin 403(b) Plan · $3M · 287 · 41st
- NET $3M
- NET 287
- NET 41st
- NET Other
- NET near United Way of Summit & Medina 403b Savings Plan
- NET ind #8909
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 →
Adjoin 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$347K |
| Employer EIN | 330008269 |
| Plan Effective Date | 1995-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ADJOIN)
Sponsor-wide plan assets over time
All ADJOIN plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.973754600736903% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $3M |
| 2023 | 1 | 291 | $3M |
| 2024 | 1 | 244 | $4M |
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
Adjoin 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is United Way of Summit & Medina 403b Savings Plan in OH ($3M); by covered participants it is Shenandoah Valley Medical System Inc. Retirement Plan in WV (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Shenandoah Valley Medical System Inc. Retirement Plan (WV) 287 · 0 off
- Wittenberg University Defined Contribution Retirement Plan (OH) 287 · 0 off
- Ntsoc 403(b) Retirement Plan (CO) 287 · 0 off
- Acmh, Inc. Tax Deferred Annuity Plan (NY) 287 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.