Other · DOL Form 5500 · 2022

Center for Elders Independence Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
331
Participants Below avg headcount
75th
Percentile by assets National rank
$53,764
Avg per participant Low balance/head
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Official DOL plan name: Center for Elders' Independence 403(b) Plan · Sponsored by Center for Elders Independence · California · Real Estate

$18M in assets, 331 participants

Center for Elders Independence's Center for Elders' Independence 403(b) Plan reported $18M in total assets and 331 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,453 in Real Estate (5,057 peers)

Where Center for Elders' Independence 403(b) Plan sits by assets

Center for Elders' Independence 403(b) Plan sits in the top quartile of all filed plans by assets, $18M for 331 participants (~$53,764/participant), down 5.7% in 2022.

#4,453
in Real Estate (5,057 peers)
-5.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Center for Elders' Independence 403(b) Plan's outsized position by total assets

Center for Elders' Independence 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,795,740 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Center for Elders' Independence 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. Center for Elders' Independence 403(b) Plan sits mid-pack in the medium band (331 participants).

Plan-year Form 5500 strip

Filing strip 943123446 · Center for Elders Independence PY 2022 · Other

Center for Elders' Independence 403(b) Plan · $18M · 331 · 75th

  • 5500 $18M
  • 5500 331
  • 5500 75th
  • 5500 Other
  • 5500 near Unity Environmental University DC Retirement Plan
  • 5500 ind #4453

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 Real Estate retirement plans → · Plans in California →

Center for Elders' Independence 403(b) Plan in the asset neighbourhood

Center for Elders' Independence 403(b) PlanCenter for Elders' Independe…$18MUnity Environmental University DC Retirement PlanUnity Environmental Universi…$18MMacomb-Oakland Regional Center 403(b) PlanMacomb-Oakland Regional Cent…$18MCenter for Urban Community Services Inc. 403(b) DC PlanCenter for Urban Community S…$18MSt. Joseph's Collegiate Institute Defined Contribution Retirement PlanSt. Joseph's Collegiate Inst…$18M
End-of-year total assets ($M) among Center for Elders' Independence 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN943123446
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Elders Independence)

Sponsor-wide plan assets over time

All Center for Elders Independence plans reported in each filing year

Latest sponsor-wide plan assets
$28M 56.555636348923954% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $27.9M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 331 $18M
2023 1 353 $23M
2024 1 372 $28M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Center for Elders' Independence 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Center for Elders' Independence 403(b) Plan, Total assets ($B): 0.01779574 · Participants: 331Center for Elders' Independence 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Center for Elders' Independence 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Center for Elders' Independence 403(b) Plan side-by-side with 3 peers →

Center for Elders' Independence 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Unity Environmental University DC Retirement Plan in ME ($18M); by covered participants it is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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.

Frequently Asked Questions

How did Center for Elders' Independence 403(b) Plan assets move in 2022? ▼
Center for Elders' Independence 403(b) Plan pulled back noticeably - down 5.7% during 2022, from $19M to $18M. Reported net income was -$1M.
How have Center for Elders Independence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Elders Independence's sponsor-wide assets grew 56.6%, from $18M to $28M.
Where does Center for Elders' Independence 403(b) Plan rank by assets among Form 5500 filers? ▼
Center for Elders' Independence 403(b) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Center for Elders' Independence 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Unity Environmental University DC Retirement Plan in ME ($18M, 192 participants).
Which Other plans cover a similar participant headcount to Center for Elders' Independence 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (331 participants, $46M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943123446.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.