Other · DOL Form 5500 · 2022
Legal Aid Society of San Diego, Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 176
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $13,515
- Avg per participant Low balance/head
Official DOL plan name: Legal Aid Society of San Diego, Inc. 403(b) Plan · Sponsored by Legal Aid Society of San Diego, Inc · California · Professional & Technical Services
$2M in assets, 176 participants
Legal Aid Society of San Diego, Inc's Legal Aid Society of San Diego, Inc. 403(b) Plan reported $2M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,183 in Professional & Technical Services (21,562 peers)
Coverage in California
Legal Aid Society of San Diego, Inc. 403(b) Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $2M.
- #7,183
- in Professional & Technical Services (21,562 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $240K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legal Aid Society of San Diego, Inc. 403(b) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Legal Aid Society of San Diego, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,378,699 36th percentile higher than 36% 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
Legal Aid Society of San Diego, Inc. 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. Legal Aid Society of San Diego, Inc. 403(b) Plan sits mid-pack in the medium band (176 participants).
EBSA filing schedule strip
Filing strip 951869806 · Legal Aid Society of San Diego, Inc PY 2022 · Other
Legal Aid Society of San Diego, Inc. 403(b) Plan · $2M · 176 · 36th
- NET $2M
- NET 176
- NET 36th
- NET Other
- NET near 401(k) Profit Sharing Plan for Employees of Project Now, Inc.
- NET ind #7183
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 Professional & Technical Services retirement plans → · Plans in California →
Legal Aid Society of San Diego, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$240K |
| Employer EIN | 951869806 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid Society of San Diego, Inc)
Sponsor-wide plan assets over time
All Legal Aid Society of San Diego, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 54.651008807755844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $2M |
| 2023 | 1 | 213 | $3M |
| 2024 | 1 | 227 | $4M |
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
Legal Aid Society of San Diego, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Project Now, Inc. in IL ($2M); by covered participants it is Skyline Education 403(b) Plan in AZ (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- 401(k) Profit Sharing Plan for Employees of Project Now, Inc. (IL) $2M · 87
- Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan (CT) $2M · 125
- Legal Aid Society of Nassau County 403(b) Plan (NY) $2M · 78
- Victor C Neumann Association Tax Deferred Annuity Plan (IL) $2M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Skyline Education 403(b) Plan (AZ) 176 · 0 off
- Christian Retirement Homes, Inc. Retirement Plan (IA) 176 · 0 off
- Evansville Christian School Retirement Plan (IN) 176 · 0 off
- Landon School Retirement Plan (MD) 176 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.