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
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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

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

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

Wu Yee Children's Services 403(b) PlanWu Yee Children's Services 4…$17M403(b) Thrift Plan of Apt Foundation, Inc.403(b) Thrift Plan of Apt Fo…$17MThrift Retirement Plan$17MThe Out-of-Door Academy Tax Deferred Annuity PlanThe Out-of-Door Academy Tax …$17MRiverside Community Care, Inc. 403(b) PlanRiverside Community Care, In…$17M
End-of-year total assets ($M) among Wu Yee Children's Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$292K
Employer EIN942387002
Plan Effective Date2009-01-01
Filing StatusFILING 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
$10M$20M$30M$40M 202220232024 $16.6M $33.9M ▲ +104.3%
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.

Wu Yee Children's Services 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Wu Yee Children's Services 403(b) Plan, Total assets ($B): 0.016573928 · Participants: 253Wu Yee Children's Services 403(b) 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
Wu Yee Children's Services 403(b) Plan vs. nearby Other plans in California, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Wu Yee Children's Services 403(b) Plan assets move in 2022?
Wu Yee Children's Services 403(b) Plan edged up modestly - up 1.8% during 2022, from $16M to $17M. Reported net income was $292K.
How have Wu Yee Children's Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Wu Yee Children's Services's sponsor-wide assets grew 104.2%, from $17M to $34M.
Which Other plans are similar in size to Wu Yee Children's Services 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Apt Foundation, Inc. in CT ($17M, 304 participants).
Which Other plans cover a similar participant headcount to Wu Yee Children's Services 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Youth for Christ/USA 403(b) Retirement Plan in CO (253 participants, $10M in assets).