Other · DOL Form 5500 · 2022

Casa Colina, Inc. Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,025
Participants Near avg headcount
86th
Percentile by assets National rank
$38,758
Avg per participant Low balance/head
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Official DOL plan name: Casa Colina, Inc. 403(b) Retirement Plan · Sponsored by Casa Colina, Inc. · California · Healthcare & Social Assistance

$40M in assets, 1,025 participants

Casa Colina, Inc.'s Casa Colina, Inc. 403(b) Retirement Plan reported $40M in total assets and 1,025 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,679 in Healthcare & Social Assistance (20,060 peers)

Where Casa Colina, Inc. 403(b) Retirement Plan sits by assets

Casa Colina, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 1,025 participants (~$38,758/participant), down 13.3% in 2022.

#17,679
in Healthcare & Social Assistance (20,060 peers)
-13.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casa Colina, Inc. 403(b) Retirement Plan's outsized position by total assets

Casa Colina, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,726,846 Top 14% higher than 86% 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

Casa Colina, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casa Colina, Inc. 403(b) Retirement Plan lands in the large band (1,025 participants).

Plan-year Form 5500 strip

Filing strip 953655256 · Casa Colina, Inc. PY 2022 · Other

Casa Colina, Inc. 403(b) Retirement Plan · $40M · 1,025 · 86th

  • PCT $40M
  • PCT 1,025
  • PCT 86th
  • PCT Other
  • PCT near Berkeley Preparatory Defined Contribution Retirement Plan
  • PCT ind #17679

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 →

Casa Colina, Inc. 403(b) Retirement Plan in the asset neighbourhood

The Lab School of Washington Retirement PlanThe Lab School of Washington…$40MSunset Park Health Council 403(b) PlanSunset Park Health Council 4…$40MCasa Colina, Inc. 403(b) Retirement PlanCasa Colina, Inc. 403(b) Ret…$40MBerkeley Preparatory Defined Contribution Retirement PlanBerkeley Preparatory Defined…$40MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$40M
End-of-year total assets ($M) among Casa Colina, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$40M
Net Income-$6M
Employer EIN953655256
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa Colina, Inc.)

Sponsor-wide plan assets over time

All Casa Colina, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 33.81639231204733% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $49.5M $66.2M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 1,750 $49M
2023 2 1,847 $59M
2024 2 1,866 $66M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Casa Colina, Inc. 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Casa Colina, Inc. 403(b) Retirement Plan, Total assets ($B): 0.039726846 · Participants: 1025Casa Colina, Inc. 403(b) Retirement 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
Casa Colina, Inc. 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Casa Colina, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Casa Colina, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Berkeley Preparatory Defined Contribution Retirement Plan in FL ($40M); by covered participants it is Fairfield University Defined Contribution Retirement Plan in CT (1,026 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,025 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 Casa Colina, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Casa Colina, Inc. 403(b) Retirement Plan pulled back noticeably - down 13.3% during 2022, from $46M to $40M. Reported net income was -$6M.
How have Casa Colina, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casa Colina, Inc.'s sponsor-wide assets grew 33.8%, from $49M to $66M.
Where does Casa Colina, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Casa Colina, Inc. 403(b) Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Casa Colina, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Berkeley Preparatory Defined Contribution Retirement Plan in FL ($40M, 330 participants).
Which Other plans cover a similar participant headcount to Casa Colina, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Fairfield University Defined Contribution Retirement Plan in CT (1,026 participants, $403M in assets).

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 953655256.

Read our methodology - how this data is sourced, computed, and verified.

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