Other · DOL Form 5500 · 2022
San Diego Hebrew Homes Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $33,766
- Avg per participant Low balance/head
Official DOL plan name: San Diego Hebrew Homes 403b Plan · Sponsored by San Diego Hebrew Homes · California · Healthcare & Social Assistance
$8M in assets, 230 participants
San Diego Hebrew Homes's San Diego Hebrew Homes 403b Plan reported $8M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #13,142 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
San Diego Hebrew Homes 403b Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $8M.
- #13,142
- in Healthcare & Social Assistance (20,060 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $485K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Diego Hebrew Homes 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
San Diego Hebrew Homes 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,766,099 Top 40% higher than 60% 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
San Diego Hebrew Homes 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. San Diego Hebrew Homes 403b Plan sits mid-pack in the medium band (230 participants).
DOL schedule card
Filing strip 951455284 · San Diego Hebrew Homes PY 2022 · Other
San Diego Hebrew Homes 403b Plan · $8M · 230 · 60th
- IND $8M
- IND 230
- IND 60th
- IND Other
- IND near Aim Services, Inc. 403(b) Plan
- IND ind #13142
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 →
San Diego Hebrew Homes 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$485K |
| Employer EIN | 951455284 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Hebrew Homes)
Sponsor-wide plan assets over time
All San Diego Hebrew Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 12.725127506100552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $8M |
| 2023 | 1 | 250 | $9M |
| 2024 | 1 | 256 | $9M |
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
San Diego Hebrew Homes 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Aim Services, Inc. 403(b) Plan in NY ($8M); by covered participants it is Easter Seals Southern Georgia 403b) Retirement in GA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Aim Services, Inc. 403(b) Plan (NY) $8M · 2,202
- Abbott House 403(b) Plan (NY) $8M · 616
- National Recreation and Park Association 403(b) Plan (VA) $8M · 65
- Centro De Salud Familiar La Fe, Inc. 403(b) Plan (TX) $8M · 239
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Easter Seals Southern Georgia 403b) Retirement (GA) 230 · 0 off
- Suffield Academy 403(b) Retirement Plan (CT) 230 · 0 off
- Ardmore Enterprises, Inc. 403(b) Pension Plan (MD) 230 · 0 off
- Ravenscroft School Retirement Plan (NC) 230 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.