Other · DOL Form 5500 · 2022
Wu Yee Children's Services Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 253
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $65,510
- Avg per participant Low balance/head
Official DOL plan name: Wu Yee Children's Services 403(b) Plan · Sponsored by Wu Yee Children's Services · California · Healthcare & Social Assistance
$17M in assets, 253 participants
Wu Yee Children's Services's Wu Yee Children's Services 403(b) Plan reported $17M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,751 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Wu Yee Children's Services 403(b) Plan covers 253 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $17M.
- #15,751
- in Healthcare & Social Assistance (20,060 peers)
- +1.8%
- assets growth YoY
Wu Yee Children's Services 403(b) Plan's outsized position by total assets
Wu Yee Children's Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,573,928 Top 26% higher than 74% 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
Wu Yee Children's 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. Wu Yee Children's Services 403(b) Plan sits mid-pack in the medium band (253 participants).
Published 5500 schedule card
Filing strip 942387002 · Wu Yee Children's Services PY 2022 · Other
Wu Yee Children's Services 403(b) Plan · $17M · 253 · 74th
- 5500 $17M
- ASSETS 253
- PCT 74th
- EIN Other
- RANK near 403(b) Thrift Plan of Apt Foundation, Inc.
- PHOTO ind #15751
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 →
Wu Yee Children's Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $292K |
| Employer EIN | 942387002 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wu Yee Children's Services)
Sponsor-wide plan assets over time
All Wu Yee Children's Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 104.23599040613666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 253 | $17M |
| 2023 | 1 | 243 | $24M |
| 2024 | 1 | 256 | $34M |
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
Wu Yee Children's Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Apt Foundation, Inc. in CT ($17M); by covered participants it is Youth for Christ/USA 403(b) Retirement Plan in CO (253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) $17M · 304
- Thrift Retirement Plan (MN) $17M · 1,976
- The Out-of-Door Academy Tax Deferred Annuity Plan (FL) $17M · 149
- Riverside Community Care, Inc. 403(b) Plan (MA) $17M · 1,487
Similar participant headcount
Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.
- Youth for Christ/USA 403(b) Retirement Plan (CO) 253 · 0 off
- Rocky Mountain College Defined Contribution Retirement Plan (MT) 253 · 0 off
- Psrs 403(b) Plan (WA) 253 · 0 off
- Central Missouri Community Action Er 403(b) Plan (MO) 253 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.