Other · DOL Form 5500 · 2022
The Village Family Services Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $36,497
- Avg per participant Low balance/head
Official DOL plan name: The Village Family Services 403(b) Plan · Sponsored by The Village Family Services · California · Healthcare & Social Assistance
$6M in assets, 154 participants
The Village Family Services's The Village Family Services 403(b) Plan reported $6M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #11,786 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
The Village Family Services 403(b) Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $6M.
- #11,786
- in Healthcare & Social Assistance (20,060 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $520K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Village Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Village Family Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,620,523 Top 47% higher than 53% 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
The Village Family Services 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. The Village Family Services 403(b) Plan sits mid-pack in the medium band (154 participants).
DOL schedule card
Filing strip 954625826 · The Village Family Services PY 2022 · Other
The Village Family Services 403(b) Plan · $6M · 154 · 53rd
- PHOTO $6M
- PHOTO 154
- PHOTO 53rd
- PHOTO Other
- PHOTO near Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan
- PHOTO ind #11786
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 →
The Village Family Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$520K |
| Employer EIN | 954625826 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Village Family Services)
Sponsor-wide plan assets over time
All The Village Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 29.912767904339148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $6M |
| 2023 | 1 | 125 | $7M |
| 2024 | 1 | 133 | $7M |
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
The Village Family Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in CT ($6M); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Kansas City Care Clinic Retirement Plan (MO) 154 · 0 off
- Nansemond Suffolk Academy Section 403(b) Retirement Savings Plan (VA) 154 · 0 off
- New America Foundation 403(b) DC Plan (DC) 154 · 0 off
- West View Manor Incorporated 403(b) Plan (OH) 154 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.