401(k) · DOL Form 5500 · 2022
Institute for Human and Social Development 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $112,387
- Avg per participant Below avg balance/head
Official DOL plan name: Institute for Human and Social Development Retirement Plan · Sponsored by Institute for Human and Social Development · California · Educational Services
$14M in assets, 128 participants
Institute for Human and Social Development's Institute for Human and Social Development Retirement Plan reported $14M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,181 in Educational Services (4,024 peers)
Coverage in California
Institute for Human and Social Development Retirement Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $14M.
- #2,181
- in Educational Services (4,024 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $811K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Institute for Human and Social Development Retirement Plan's outsized position by total assets
Institute for Human and Social Development Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,385,562 Top 28% higher than 72% 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
Institute for Human and Social Development 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. Institute for Human and Social Development Retirement Plan sits mid-pack in the medium band (128 participants).
DOL schedule card
Filing strip 942920286 · Institute for Human and Social Development PY 2022 · 401(k)
Institute for Human and Social Development Retirement Plan · $14M · 128 · 72nd
- PHOTO $14M
- PHOTO 128
- PHOTO 72nd
- PHOTO 401(k)
- PHOTO near Ministry Brands 401(k) Plan
- PHOTO ind #2181
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 Educational Services retirement plans → · Plans in California →
Institute for Human and Social Development Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$811K |
| Employer EIN | 942920286 |
| Plan Effective Date | 1991-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institute for Human and Social Development)
Sponsor-wide plan assets over time
All Institute for Human and Social Development plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 46.298900244564656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $14M |
| 2023 | 1 | 135 | $17M |
| 2024 | 1 | 156 | $21M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Institute for Human and Social Development Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ministry Brands 401(k) Plan in TN ($14M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Ministry Brands 401(k) Plan (TN) $14M · 640
- Allied Locke Industries, Inc. 401(k) Savings Plan (IL) $14M · 256
- Ogura Corporation 401(k) Savings Plan (MI) $14M · 45
- Garafalo Markets, LLC 401(k) Profit Sharing Plan (CT) $14M · 636
Similar participant headcount
Nearest other-state filings by covered participants (128 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.