Other · DOL Form 5500 · 2022
Fellowship Homes, Inc., Dba Casa De Modesto Retirement Plan
Data updated 2026-08-25
- $546K
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $5,869
- Avg per participant Low balance/head
Official DOL plan name: Casa De Modesto 403(b) Plan · Sponsored by Fellowship Homes, Inc., Dba Casa De Modesto · California · Healthcare & Social Assistance
$546K in assets, 93 participants
Fellowship Homes, Inc., Dba Casa De Modesto's Casa De Modesto 403(b) Plan reported $546K in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,028 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Casa De Modesto 403(b) Plan declined sharply 28.1% in 2022 ($759K → $546K) for 93 participants.
- #3,028
- in Healthcare & Social Assistance (20,060 peers)
- -28.1%
- assets change YoY
The plan reported a net loss of $213K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Casa De Modesto 403(b) Plan among the smaller filed plans by assets
Casa De Modesto 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$545,846 19th percentile higher than 19% 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
Casa De Modesto 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casa De Modesto 403(b) Plan is a small filing (93 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 946050221 · Fellowship Homes, Inc., Dba Casa De Modesto PY 2022 · Other
Casa De Modesto 403(b) Plan · $546K · 93 · 19th
- PART $546K
- PART 93
- PART 19th
- PART Other
- PART near Ays, Inc. 403(b) Plan
- PART ind #3028
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 →
Casa De Modesto 403(b) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $759K |
|---|---|
| Net Assets (End of Year) | $546K |
| Net Income | -$213K |
| Employer EIN | 946050221 |
| Plan Effective Date | 1979-01-01 |
| 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
Casa De Modesto 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Ays, Inc. 403(b) Plan in IN ($544K); by covered participants it is Jones Center for Families, Inc. Defined Contribution Plan in AR (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($546K here).
- Ays, Inc. 403(b) Plan (IN) $544K · 107
- The Community Foundation 403b Pension Plan (CO) $542K · 6
- Baker Funeral Homes Inc. Profit Sharing Plan (OH) $540K · 2
- Employee Benefit Plan of the Acoaxet Club (MA) $538K · 12
Similar participant headcount
Nearest other-state filings by covered participants (93 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.