Other · DOL Form 5500 · 2022
Phoenix Houses of California Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 399
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $13,919
- Avg per participant Low balance/head
Official DOL plan name: The Phoenix House of California 403(b) Retirement Plan · Sponsored by Phoenix Houses of California Inc. · California · Other Services
$6M in assets, 399 participants
Phoenix Houses of California Inc.'s The Phoenix House of California 403(b) Retirement Plan reported $6M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #5,976 in Other Services (8,398 peers)
2022 asset change
The Phoenix House of California 403(b) Retirement Plan pulled back noticeably 13.6% in 2022 ($6M → $6M) for 399 participants.
- #5,976
- in Other Services (8,398 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $871K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Phoenix House of California 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
The Phoenix House of California 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,553,558 Top 47% higher than 53% 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
The Phoenix House of California 403(b) Retirement 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 Phoenix House of California 403(b) Retirement Plan sits mid-pack in the medium band (399 participants).
DOL schedule card
Filing strip 943015376 · Phoenix Houses of California Inc. PY 2022 · Other
The Phoenix House of California 403(b) Retirement Plan · $6M · 399 · 53rd
- PHOTO $6M
- PHOTO 399
- PHOTO 53rd
- PHOTO Other
- PHOTO near Relief International Voluntary Tax Deferred Annuity Plan
- PHOTO ind #5976
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 Other Services retirement plans → · Plans in California →
The Phoenix House of California 403(b) Retirement Plan in the asset neighbourhood
Phoenix Houses of California Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Phoenix Houses of California Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 3.182482293333391% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 399 | $6M |
| 2023 | 1 | 422 | $5M |
| 2024 | 1 | 364 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$871K |
| Employer EIN | 943015376 |
| Plan Effective Date | 2019-03-31 |
| Filing Status | FILING RECEIVED |
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
The Phoenix House of California 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Relief International Voluntary Tax Deferred Annuity Plan in DC ($6M); by covered participants it is Juniata College Retirement Plan in PA (399 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 (399 participants); asset peers above are excluded.
- Juniata College Retirement Plan (PA) 399 · 0 off
- Bayada Home Health Care 403(b) Plan (NJ) 399 · 0 off
- 403(b) Thrift Plan of Family and Children's Association, Inc. (NY) 399 · 0 off
- Sante Group Companies 403b Retirement Plan (MD) 399 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.