Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan of the Arc of Ventura County, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Arc of Ventura County, Inc · California · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of the Arc of Ventura County, Inc. holds $10M for 196 participants — about $51,820 per participant, down 13.1% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
196
covered participants
$51,820
avg assets per participant
-13.1%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
196
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of the Arc of Ventura County, Inc.

403(b) Thrift Plan of the Arc of Ventura County, Inc. is a Profit Sharing retirement plan sponsored by The Arc of Ventura County, Inc, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 196 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 952266987, and the plan has been effective since 1988-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $10M at year-end — a decline of 13.1%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-1,534,012 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-1,534,012
Plan TypeProfit Sharing
Employer EIN952266987
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Arc of Ventura County, Inc)

Year Plans Participants Total Assets
2022 1 196 $10M
2023 1 187 $11M
2024 1 226 $13M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of the Arc of Ventura County, Inc.?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of the Arc of Ventura County, Inc. holds $10M in total assets with 196 participants. It is sponsored by The Arc of Ventura County, Inc.
What type of plan is 403(b) Thrift Plan of the Arc of Ventura County, Inc.?
403(b) Thrift Plan of the Arc of Ventura County, Inc. is a Profit Sharing plan. It has been effective since 1988-10-01. The plan is filed with the U.S. Department of Labor under EIN 952266987.
Who sponsors the 403(b) Thrift Plan of the Arc of Ventura County, Inc.?
403(b) Thrift Plan of the Arc of Ventura County, Inc. is sponsored by The Arc of Ventura County, Inc, located in California. The sponsor's EIN is 952266987 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of the Arc of Ventura County, Inc. perform in 2022?
403(b) Thrift Plan of the Arc of Ventura County, Inc. declined by 13.1% during 2022, moving from $12M to $10M in total assets. Net income was $-1,534,012.
Where can I find official filings for 403(b) Thrift Plan of the Arc of Ventura County, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan of the Arc of Ventura County, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952266987 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of the Arc of Ventura County, Inc. compare to other plans?
You can compare 403(b) Thrift Plan of the Arc of Ventura County, Inc. against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 952266987.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.