Other · DOL Form 5500 · 2022

Legal Aid Foundation of Los Angeles Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
182
Participants Below avg headcount
78th
Percentile by assets National rank
$116,768
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan · Sponsored by Legal Aid Foundation of Los Angeles · California · Professional & Technical Services

$21M in assets, 182 participants

Legal Aid Foundation of Los Angeles's Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reported $21M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,919 in Professional & Technical Services (21,562 peers)

Coverage in California

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan covers 182 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $21M.

#16,919
in Professional & Technical Services (21,562 peers)
-9.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan's outsized position by total assets

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan vs every filed plan by assets

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

$21,251,766 Top 22% higher than 78% 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

Legal Aid Foundation of Los Angeles Tax Deferred 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. Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan sits mid-pack in the medium band (182 participants).

Form 5500 schedule snapshot

Filing strip 951684067 · Legal Aid Foundation of Los Angeles PY 2022 · Other

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan · $21M · 182 · 78th

  • BOY $21M
  • BOY 182
  • BOY 78th
  • BOY Other
  • BOY near Dean College Defined Contribution Retirement Plan for Faculty and Administration
  • BOY ind #16919

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 Professional & Technical Services retirement plans → · Plans in California →

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan in the asset neighbourhood

Dean College Defined Contribution Retirement Plan for Faculty and AdministrationDean College Defined Contrib…$21MWashington County Mental Health Services, Inc. 403b PlanWashington County Mental Hea…$21MFull Circle Health, Inc. 403(b) PlanFull Circle Health, Inc. 403…$21MLegal Aid Foundation of Los Angeles Tax Deferred Annuity PlanLegal Aid Foundation of Los …$21MThe Stony Brook School Defined Contribution PlanThe Stony Brook School Defin…$21M
End-of-year total assets ($M) among Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$21M
Net Income-$2M
Employer EIN951684067
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Aid Foundation of Los Angeles)

Sponsor-wide plan assets over time

All Legal Aid Foundation of Los Angeles plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.48266031161834% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.3M $26.9M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 182 $21M
2023 1 212 $24M
2024 1 220 $27M

Nearby Other Plans in California

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

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan, Total assets ($B): 0.021251766 · Participants: 182Legal Aid Foundation of Los Angeles Tax Deferred Annuity 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
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan side-by-side with 3 peers →

Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Dean College Defined Contribution Retirement Plan for Faculty and Administration in MA ($21M); by covered participants it is Buena Vida Future Horizons Retirement Plan in NY (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan assets move in 2022? ▼
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan pulled back noticeably - down 9.1% during 2022, from $23M to $21M. Reported net income was -$2M.
How have Legal Aid Foundation of Los Angeles plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal Aid Foundation of Los Angeles's sponsor-wide assets grew 26.5%, from $21M to $27M.
Where does Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Dean College Defined Contribution Retirement Plan for Faculty and Administration in MA ($21M, 500 participants).
Which Other plans cover a similar participant headcount to Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Buena Vida Future Horizons Retirement Plan in NY (182 participants, N/A 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 951684067.

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.