Other · DOL Form 5500 · 2022

Northern California Institute for Research and Education Retirement Plan

Data updated 2026-08-11

$22M
Total assets
220
Participants
79th
Percentile by assets
$100,110
Avg per participant
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Official DOL plan name: Northern California Institute for Research and Education 403(b) Plan · Sponsored by Northern California Institute for Research and Education · California · Professional & Technical Services

$22M in assets, 220 participants

Northern California Institute for Research and Education's Northern California Institute for Research and Education 403(b) Plan reported $22M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #17,032 in Professional & Technical Services (21,562 peers)

Coverage in California

Northern California Institute for Research and Education 403(b) Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $22M.

$22M
total plan assets (2022 EOY)
220
covered participants
79th
percentile by assets (of 139,126 plans)
$100,110
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Northern California Institute for Research and Education 403(b) Plan sits by total assets

Northern California Institute for Research and Education 403(b) Plan vs every filed plan by assets

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

$22,024,282 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Northern California Institute for Research and Education 403(b) Plan reports 220 participants - about 35% of that state average ($22M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN943084159
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern California Institute for Research and Education)

$35M$40M$45M$50M$55M$60M 202220232024 $40.8M $56.1M ▲ +37.2%
Total plan assets by year, all Northern California Institute for Research and Education plans on file
Year Plans Participants Total Assets
2022 2 371 $41M
2023 2 384 $50M
2024 2 411 $56M

Nearby Other Plans in California

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

Northern California Institute for Research and Education 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Northern California …, Total assets ($B): 0.022024282 · Participants: 220Northern California …Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Northern California Institute for Research and Education 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Northern California Institute for Resear… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Northern California Institute for Research and Education 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Northern California Institute for Research and Education 403(b) Plan assets move in 2022? ▼
Northern California Institute for Research and Education 403(b) Plan pulled back noticeably - down 13.6% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Northern California Institute for Research and Education plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern California Institute for Research and Education's sponsor-wide assets grew 37.2%, from $41M to $56M.
Where does Northern California Institute for Research and Education 403(b) Plan rank by assets among Form 5500 filers? ▼
Northern California Institute for Research and Education 403(b) Plan ranks in the 79th 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 Northern California Institute for Research and Education 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Southern Wesleyan University DC Plan in SC ($22M, 155 participants).

Next read for Northern California Institute for Resear…

Filing takeaways

Ways to act on Northern California Institute for Research and Education 403(b) Plan's numbers.

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 943084159.

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.