Other · DOL Form 5500 · 2022
Northern California Institute for Research and Education Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $100,110
- Avg per participant Below avg balance/head
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.
- #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.
- #17,032
- in Professional & Technical Services (21,562 peers)
- -13.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Northern California Institute for Research and Education 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Northern California Institute for Research and Education 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. Northern California Institute for Research and Education 403(b) Plan sits mid-pack in the medium band (220 participants).
Plan-year Form 5500 strip
Filing strip 943084159 · Northern California Institute for Research and Education PY 2022 · Other
Northern California Institute for Research and Education 403(b) Plan · $22M · 220 · 79th
- PHOTO $22M
- IND 220
- EOY 79th
- 5500 Other
- ASSETS near Southern Wesleyan University DC Plan
- PCT ind #17032
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 Professional & Technical Services retirement plans → · Plans in California →
Northern California Institute for Research and Education 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$3M |
| Employer EIN | 943084159 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern California Institute for Research and Education)
Sponsor-wide plan assets over time
All Northern California Institute for Research and Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 37.23207528017776% vs 2022
- 2024 filing year
| 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.
- 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
Northern California Institute for Research and Education 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Southern Wesleyan University DC Plan in SC ($22M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Southern Wesleyan University DC Plan (SC) $22M · 155
- Francis W. Parker School Tax Deferred Annuity Plan (IL) $22M · 146
- Greensboro College Retirement Plan (NC) $22M · 108
- Guernsey Health Systems 403(b) Savings Plan (OH) $22M · 745
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- The Chapin School Retirement and Savings Plan (NY) 220 · 0 off
- Developmental Services Retirement Plan (TN) 220 · 0 off
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) 220 · 0 off
- Fox Run 403(b) Plan (NY) 220 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.