Other · DOL Form 5500 · 2022
Fathers of St. Charles Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $16,690
- Avg per participant Low balance/head
Official DOL plan name: Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan · Sponsored by Fathers of St. Charles · California · Healthcare & Social Assistance
$2M in assets, 140 participants
Fathers of St. Charles's Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan reported $2M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,667 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $2M.
- #7,667
- in Healthcare & Social Assistance (20,060 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,336,616 36th percentile higher than 36% 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
Villa Scalabrini Retirement Center & Special Care Unit 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. Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan sits mid-pack in the medium band (140 participants).
EBSA filing schedule strip
Filing strip 953372921 · Fathers of St. Charles PY 2022 · Other
Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan · $2M · 140 · 36th
- PHOTO $2M
- PHOTO 140
- PHOTO 36th
- PHOTO Other
- PHOTO near Resilient Health 403(b) Plan
- PHOTO ind #7667
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 →
Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$154K |
| Employer EIN | 953372921 |
| Plan Effective Date | 1995-10-01 |
| 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
Villa Scalabrini Retirement Center & Special Care Unit 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Resilient Health 403(b) Plan in AZ ($2M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Resilient Health 403(b) Plan (AZ) $2M · 154
- 403b Thrift Plan for the Whole Person Inc. (MO) $2M · 144
- Readyone Industries Retirement Plan (TX) $2M · 483
- Employee Benefit Plan of Gompers (AZ) $2M · 214
Similar participant headcount
Nearest other-state filings by covered participants (140 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.