401(k) · DOL Form 5500 · 2022

Episcopal Communities & Services for Seniors 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
455
Participants Below avg headcount
75th
Percentile by assets National rank
$38,570
Avg per participant Low balance/head
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Official DOL plan name: Episcopal Communities & Services for Seniors 401(k) Plan · Sponsored by Episcopal Communities & Services for Seniors · California · Healthcare & Social Assistance

$18M in assets, 455 participants

Episcopal Communities & Services for Seniors's Episcopal Communities & Services for Seniors 401(k) Plan reported $18M in total assets and 455 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.

  • #15,911 in Healthcare & Social Assistance (20,060 peers)

Where Episcopal Communities & Services for Seniors 401(k) Plan sits by assets

Episcopal Communities & Services for Seniors 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 455 participants (~$38,570/participant), down 12.0% in 2022.

#15,911
in Healthcare & Social Assistance (20,060 peers)
-12.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Episcopal Communities & Services for Seniors 401(k) Plan's outsized position by total assets

Episcopal Communities & Services for Seniors 401(k) Plan vs every filed plan by assets

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

$17,549,286 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

Episcopal Communities & Services for Seniors 401(k) 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. Episcopal Communities & Services for Seniors 401(k) Plan sits mid-pack in the medium band (455 participants).

Plan-year Form 5500 strip

Filing strip 951642373 · Episcopal Communities & Services for Seniors PY 2022 · 401(k)

Episcopal Communities & Services for Seniors 401(k) Plan · $18M · 455 · 75th

  • VS-ST $18M
  • VS-ST 455
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Matric Limited, Inc. Profit Sharing 401(k)Plan
  • VS-ST ind #15911

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 →

Episcopal Communities & Services for Seniors 401(k) Plan in the asset neighbourhood

Episcopal Communities & Services for Seniors 401(k) PlanEpiscopal Communities & Serv…$18MMatric Limited, Inc. Profit Sharing 401(k)PlanMatric Limited, Inc. Profit …$18MNewcomer Funeral Service Group Retirement PlanNewcomer Funeral Service Gro…$18MPrestolite Retirement Savings PlanPrestolite Retirement Saving…$18MKillam Oil Company Retirement Plan and TrustKillam Oil Company Retiremen…$18M
End-of-year total assets ($M) among Episcopal Communities & Services for Seniors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN951642373
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal Communities & Services for Seniors)

Sponsor-wide plan assets over time

All Episcopal Communities & Services for Seniors plans reported in each filing year

Latest sponsor-wide plan assets
$25M 43.26012465692337% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $25.1M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 455 $18M
2023 1 457 $21M
2024 1 426 $25M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Episcopal Communities & Services for Seniors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Episcopal Communities & Services for Seniors 401(k) Plan, Total assets ($B): 0.017549286 · Participants: 455Episcopal Communities & Services for Seniors 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Episcopal Communities & Services for Seniors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Episcopal Communities & Services for Seniors 401(k) Plan side-by-side with 3 peers →

Episcopal Communities & Services for Seniors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Matric Limited, Inc. Profit Sharing 401(k)Plan in PA ($18M); by covered participants it is Subaru Distributors Corp. Retirement Plan and Trust in NY (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (455 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 Episcopal Communities & Services for Seniors 401(k) Plan assets move in 2022? ▼
Episcopal Communities & Services for Seniors 401(k) Plan pulled back noticeably - down 12.0% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Episcopal Communities & Services for Seniors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Communities & Services for Seniors's sponsor-wide assets grew 43.3%, from $18M to $25M.
Where does Episcopal Communities & Services for Seniors 401(k) Plan rank by assets among Form 5500 filers? ▼
Episcopal Communities & Services for Seniors 401(k) 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 401(k) plans are similar in size to Episcopal Communities & Services for Seniors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matric Limited, Inc. Profit Sharing 401(k)Plan in PA ($18M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Episcopal Communities & Services for Seniors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Subaru Distributors Corp. Retirement Plan and Trust in NY (455 participants, $74M 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 951642373.

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.