Other · DOL Form 5500 · 2022
Serving Seniors Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $30,064
- Avg per participant Low balance/head
Official DOL plan name: Serving Seniors 403(b) Plan · Sponsored by Serving Seniors · California · Healthcare & Social Assistance
$3M in assets, 102 participants
Serving Seniors's Serving Seniors 403(b) Plan reported $3M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,928 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Serving Seniors 403(b) Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $3M.
- #8,928
- in Healthcare & Social Assistance (20,060 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $362K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Serving Seniors 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Serving Seniors 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,066,559 41st percentile higher than 41% 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
Serving Seniors 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. Serving Seniors 403(b) Plan sits mid-pack in the medium band (102 participants).
Published 5500 schedule card
Filing strip 952850121 · Serving Seniors PY 2022 · Other
Serving Seniors 403(b) Plan · $3M · 102 · 41st
- IND $3M
- EOY 102
- 5500 41st
- ASSETS Other
- PCT near Westminster Christian School 403(b) Plan
- EIN ind #8928
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 →
Serving Seniors 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$362K |
| Employer EIN | 952850121 |
| Plan Effective Date | 2000-01-01 |
| 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
Serving Seniors 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Westminster Christian School 403(b) Plan in FL ($3M); by covered participants it is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 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.