401(k) · DOL Form 5500 · 2022
Self Help for the Elderly 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 382
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $32,066
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Self Help for the Elderly · Sponsored by Self Help for the Elderly · California · Healthcare & Social Assistance
$12M in assets, 382 participants
Self Help for the Elderly's 403(b) Thrift Plan for Employees of Self Help for the Elderly reported $12M in total assets and 382 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,825 in Healthcare & Social Assistance (20,060 peers)
Self Help for the Elderly multi-year trail
Self Help for the Elderly's plans moved +29.4% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Self Help for the Elderly at $12M / 382 participants.
- #14,825
- in Healthcare & Social Assistance (20,060 peers)
- -9.5%
- 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.
403(b) Thrift Plan for Employees of Self Help for the Elderly's outsized position by total assets
403(b) Thrift Plan for Employees of Self Help for the Elderly vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,249,047 Top 31% higher than 69% 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
403(b) Thrift Plan for Employees of Self Help for the Elderly 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. 403(b) Thrift Plan for Employees of Self Help for the Elderly sits mid-pack in the medium band (382 participants).
Plan-year Form 5500 strip
Filing strip 941750717 · Self Help for the Elderly PY 2022 · 401(k)
403(b) Thrift Plan for Employees of Self Help for the Elderly · $12M · 382 · 69th
- PCT $12M
- PCT 382
- PCT 69th
- PCT 401(k)
- PCT near Hoover Treated Wood Products, Inc. 401(k) Savings Plan
- PCT ind #14825
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 →
403(b) Thrift Plan for Employees of Self Help for the Elderly in the asset neighbourhood
Self Help for the Elderly multi-year asset trail
Sponsor-wide plan assets over time
All Self Help for the Elderly plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 29.407218373804916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $12M |
| 2023 | 1 | 391 | $14M |
| 2024 | 1 | 423 | $16M |
Self Help for the Elderly filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 941750717 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
403(b) Thrift Plan for Employees of Self Help for the Elderly's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hoover Treated Wood Products, Inc. 401(k) Savings Plan in GA ($12M); by covered participants it is Autofair Ford, L.P. 401(k) Retirement Savings Plan in NH (382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.
- Autofair Ford, L.P. 401(k) Retirement Savings Plan (NH) 382 · 0 off
- Forum Credit Union 401(k) Plan (IN) 382 · 0 off
- Meadows Farms, Inc. 401(k) Profit Sharing Plan (VA) 382 · 0 off
- Mascoma Bank 401(k) Profit Sharing Plan (NH) 382 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.