Other · DOL Form 5500 · 2022
Compass Family Services Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $21,794
- Avg per participant Low balance/head
Official DOL plan name: Compass Family Services 403(b) Plan · Sponsored by Compass Family Services · California · Healthcare & Social Assistance
$3M in assets, 130 participants
Compass Family Services's Compass Family Services 403(b) Plan reported $3M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #8,537 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Compass Family Services 403(b) Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $3M.
- #8,537
- in Healthcare & Social Assistance (20,060 peers)
- +2.7%
- assets growth YoY
Compass Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Compass Family Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,833,271 39th percentile higher than 39% 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
Compass Family Services 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. Compass Family Services 403(b) Plan sits mid-pack in the medium band (130 participants).
Plan-year Form 5500 strip
Filing strip 941156622 · Compass Family Services PY 2022 · Other
Compass Family Services 403(b) Plan · $3M · 130 · 39th
- 5500 $3M
- ASSETS 130
- PCT 39th
- EIN Other
- RANK near The Arc of Cape May County, Inc. 403(b) Plan
- PHOTO ind #8537
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 →
Compass Family Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $74K |
| Employer EIN | 941156622 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Family Services)
Sponsor-wide plan assets over time
All Compass Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.59615179832257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $6M |
| 2023 | 2 | 241 | $8M |
| 2024 | 2 | 303 | $9M |
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
Compass Family Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Arc of Cape May County, Inc. 403(b) Plan in NJ ($3M); by covered participants it is Albany Community Action Partnership 403(b) Plan in NY (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Albany Community Action Partnership 403(b) Plan (NY) 130 · 0 off
- Tilton School DC Retirement Plan (NH) 130 · 0 off
- National Comprehensive Cancer Network 403(b) DC Plan (PA) 130 · 0 off
- Mount Aloysius Corporation Retirement Plan (OH) 130 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.