Other · DOL Form 5500 · 2022
Aldea Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $68,548
- Avg per participant Below avg balance/head
Official DOL plan name: Aldea Inc. 403b Plan · Sponsored by Aldea Inc. · California · Healthcare & Social Assistance
$7M in assets, 96 participants
Aldea Inc.'s Aldea Inc. 403b Plan reported $7M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #12,474 in Healthcare & Social Assistance (20,060 peers)
Aldea Inc. multi-year trail
Aldea Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Aldea Inc. 403b Plan at $7M / 96 participants.
- #12,474
- in Healthcare & Social Assistance (20,060 peers)
- -7.5%
- assets change YoY
The plan reported a net loss of $535K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aldea Inc. 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Aldea Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,580,578 Top 44% higher than 56% 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
Aldea Inc. 403b Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aldea Inc. 403b Plan is a small filing (96 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 942159248 · Aldea Inc. PY 2022 · Other
Aldea Inc. 403b Plan · $7M · 96 · 56th
- BOOK $7M
- VS-ST 96
- BOY 56th
- SCH Other
- EBSA near 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.
- PART ind #12474
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 →
Aldea Inc. 403b Plan in the asset neighbourhood
Aldea Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Aldea Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 19.784781823116447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $7M |
| 2023 | 1 | 118 | $8M |
| 2024 | 1 | 120 | $8M |
Aldea Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$535K |
| Employer EIN | 942159248 |
| Plan Effective Date | 2009-01-01 |
| 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
Aldea Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. in NY ($7M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Solebury School Defined Contribution and Tda Plan (PA) 96 · 0 off
- Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan (MI) 96 · 0 off
- Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan (OH) 96 · 0 off
- Storm King Art Center 403(b) Retirement Plan (NY) 96 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.