Other · DOL Form 5500 · 2022
Union Station Homeless Services Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $26,170
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Union Station Homeless Services · Sponsored by Union Station Homeless Services · California · Healthcare & Social Assistance
$6M in assets, 227 participants
Union Station Homeless Services's 403(b) Thrift Plan for Union Station Homeless Services reported $6M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #12,023 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
403(b) Thrift Plan for Union Station Homeless Services covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $6M.
- #12,023
- in Healthcare & Social Assistance (20,060 peers)
- -2.9%
- assets change YoY
The plan reported a net loss of $177K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Union Station Homeless Services's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Union Station Homeless Services vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,940,503 Top 46% higher than 54% 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
403(b) Thrift Plan for Union Station Homeless Services 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. 403(b) Thrift Plan for Union Station Homeless Services sits mid-pack in the medium band (227 participants).
Form 5500 schedule snapshot
Filing strip 953958741 · Union Station Homeless Services PY 2022 · Other
403(b) Thrift Plan for Union Station Homeless Services · $6M · 227 · 54th
- RANK $6M
- PHOTO 227
- IND 54th
- EOY Other
- 5500 near 403(b) Thrift Plan of the Arc of Carroll County, Inc.
- ASSETS ind #12023
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 →
403(b) Thrift Plan for Union Station Homeless Services in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$177K |
| Employer EIN | 953958741 |
| Plan Effective Date | 2005-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Station Homeless Services)
Sponsor-wide plan assets over time
All Union Station Homeless Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 34.269387625929994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $6M |
| 2023 | 1 | 274 | $7M |
| 2024 | 1 | 263 | $8M |
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
403(b) Thrift Plan for Union Station Homeless Services's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of the Arc of Carroll County, Inc. in MD ($6M); by covered participants it is Moore College of Art & Design 403 (B) DC Plan in PA (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 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.