Other · DOL Form 5500 · 2022

Conard House, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
124
Participants Small participant base
56th
Percentile by assets National rank
$51,655
Avg per participant Low balance/head
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Official DOL plan name: Conard House Retirement Plan · Sponsored by Conard House, Inc. · California · Healthcare & Social Assistance

$6M in assets, 124 participants

Conard House, Inc.'s Conard House Retirement Plan reported $6M in total assets and 124 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.

  • #12,350 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Conard House Retirement Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $6M.

#12,350
in Healthcare & Social Assistance (20,060 peers)
-6.4%
assets change YoY

The plan reported a net loss of $438K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conard House Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Conard House Retirement Plan vs every filed plan by assets

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

$6,405,277 Top 44% higher than 56% 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

Conard House Retirement 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. Conard House Retirement Plan sits mid-pack in the medium band (124 participants).

EBSA filing schedule strip

Filing strip 941489356 · Conard House, Inc. PY 2022 · Other

Conard House Retirement Plan · $6M · 124 · 56th

  • EBSA $6M
  • PART 124
  • TYPE 56th
  • NET Other
  • BOOK near Human Service Center 403(b) Retirement Plan
  • VS-ST ind #12350

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 →

Conard House Retirement Plan in the asset neighbourhood

Conard House Retirement Plan$6MHuman Service Center 403(b) Retirement PlanHuman Service Center 403(b) …$6MLena Pope Home, Inc. Definded Contribution PlanLena Pope Home, Inc. Definde…$6MCollege Association at Delhi, Inc. Retirement PlanCollege Association at Delhi…$6MNew Classrooms Innovation Partners for Learning 403(b) PlanNew Classrooms Innovation Pa…$6M
End-of-year total assets ($M) among Conard House Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$438K
Employer EIN941489356
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conard House, Inc.)

Sponsor-wide plan assets over time

All Conard House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.213328791245093% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.41M $7.06M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 124 $6M
2023 1 127 $7M
2024 1 139 $7M

Nearby Other Plans in California

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

Conard House Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Conard House Retirement Plan, Total assets ($B): 0.006405277 · Participants: 124Conard House Retirement 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
Conard House Retirement Plan vs. nearby Other plans in California, assets vs. participants

Conard House Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Human Service Center 403(b) Retirement Plan in IL ($6M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Conard House Retirement Plan assets move in 2022?
Conard House Retirement Plan pulled back noticeably - down 6.4% during 2022, from $7M to $6M. Reported net income was -$438K.
How have Conard House, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Conard House, Inc.'s sponsor-wide assets grew 10.2%, from $6M to $7M.
Which Other plans are similar in size to Conard House Retirement Plan?
Among Other plans in other states, the closest by assets is Human Service Center 403(b) Retirement Plan in IL ($6M, 185 participants).
Which Other plans cover a similar participant headcount to Conard House Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Frederick Gunn School Defined Contribution Retirement Plan in CT (124 participants, $29M in assets).