401(k) · DOL Form 5500 · 2022

Odd Fellows Home of California 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
514
Participants Below avg headcount
67th
Percentile by assets National rank
$22,134
Avg per participant Low balance/head
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Official DOL plan name: The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan · Sponsored by Odd Fellows Home of California · Oregon · Healthcare & Social Assistance

$11M in assets, 514 participants

Odd Fellows Home of California's The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan reported $11M in total assets and 514 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,580 in Healthcare & Social Assistance (20,060 peers)

Odd Fellows Home of California multi-year trail

Odd Fellows Home of California's plans moved +44.1% in assets from 2022 to 2024; this filing shows The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan at $11M / 514 participants.

#14,580
in Healthcare & Social Assistance (20,060 peers)
-10.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan's outsized position by total assets

The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan vs every filed plan by assets

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

$11,376,988 Top 33% higher than 67% 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

The Meadows of Napa Valley & Saratoga Retirement Community 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. The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan sits mid-pack in the medium band (514 participants).

DOL schedule card

Filing strip 941251113 · Odd Fellows Home of California PY 2022 · 401(k)

The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan · $11M · 514 · 67th

  • NET $11M
  • NET 514
  • NET 67th
  • NET 401(k)
  • NET near Energy Engineering Associates, Inc 401(k) Profit Sharing Plan
  • NET ind #14580

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 Oregon →

The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan in the asset neighbourhood

The Meadows of Napa Valley & Saratoga Retirement Community 403(b) PlanThe Meadows of Napa Valley &…$11MEnergy Engineering Associates, Inc 401(k) Profit Sharing PlanEnergy Engineering Associate…$11MThe 401(k) Profit Sharing Plan of Tacoma Screw Products, Inc.The 401(k) Profit Sharing Pl…$11MHagar Restaurant Equipment Service, Inc. 401(k) PlanHagar Restaurant Equipment S…$11MAahi 401(k) Retirement Plan$11M
End-of-year total assets ($M) among The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Odd Fellows Home of California multi-year asset trail

Sponsor-wide plan assets over time

All Odd Fellows Home of California plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.10404581599278% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.4M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 514 $11M
2023 1 504 $14M
2024 1 547 $16M

Odd Fellows Home of California filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN941251113
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan, Total assets ($B): 0.011376988 · Participants: 514The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Energy Engineering Associates, Inc 401(k) Profit Sharing Plan in TX ($11M); by covered participants it is Symphony Performance Health, Inc. D/B/a Sph Analytics Retirement Plan in GA (514 participants). Same-state nearby plans are listed separately above.

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 The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan assets move in 2022?
The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan pulled back noticeably - down 10.5% during 2022, from $13M to $11M. Reported net income was -$1M.
How have Odd Fellows Home of California plan assets changed over time?
Across 3 plan years on file (2022-2024), Odd Fellows Home of California's sponsor-wide assets grew 44.1%, from $11M to $16M.
Which 401(k) plans are similar in size to The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Energy Engineering Associates, Inc 401(k) Profit Sharing Plan in TX ($11M, 129 participants).
Which 401(k) plans cover a similar participant headcount to The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan?
Among 401(k) plans in other states, the closest by covered participants is Symphony Performance Health, Inc. D/B/a Sph Analytics Retirement Plan in GA (514 participants, N/A in assets).