Other · DOL Form 5500 · 2022
Elder Care Alliance Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 447
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $30,110
- Avg per participant Low balance/head
Official DOL plan name: Elder Care Alliance 403 (B) Retirement Savings Plan · Sponsored by Elder Care Alliance · California · Healthcare & Social Assistance
$13M in assets, 447 participants
Elder Care Alliance's Elder Care Alliance 403 (B) Retirement Savings Plan reported $13M in total assets and 447 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,117 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Elder Care Alliance 403 (B) Retirement Savings Plan pulled back noticeably 13.3% in 2022 ($16M → $13M) for 447 participants.
- #15,117
- in Healthcare & Social Assistance (20,060 peers)
- -13.3%
- assets change YoY
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.
Elder Care Alliance 403 (B) Retirement Savings Plan's outsized position by total assets
Elder Care Alliance 403 (B) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,459,125 Top 29% higher than 71% 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
Elder Care Alliance 403 (B) Retirement Savings 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. Elder Care Alliance 403 (B) Retirement Savings Plan sits mid-pack in the medium band (447 participants).
Form 5500 schedule snapshot
Filing strip 943260975 · Elder Care Alliance PY 2022 · Other
Elder Care Alliance 403 (B) Retirement Savings Plan · $13M · 447 · 71st
- PCT $13M
- PCT 447
- PCT 71st
- PCT Other
- PCT near North Cross School 403(b) DC Plan
- PCT ind #15117
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 →
Elder Care Alliance 403 (B) Retirement Savings Plan in the asset neighbourhood
Elder Care Alliance years around the 2022 move
Sponsor-wide plan assets over time
All Elder Care Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 8.74630363743293% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 810 | $19M |
| 2023 | 2 | 775 | $21M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 943260975 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
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
Elder Care Alliance 403 (B) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is North Cross School 403(b) DC Plan in VA ($13M); by covered participants it is Salve Regina University 403(b) Retirement Plan in RI (447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (447 participants); asset peers above are excluded.
- Salve Regina University 403(b) Retirement Plan (RI) 447 · 0 off
- World Learning, Inc. Retirement Plan (VT) 447 · 0 off
- Tax Deferred Annuity Plan for Employees of Mriglobal (MO) 446 · 1 off
- The Jewish Home Lifecare Voluntary 403(b) Plan (NY) 448 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.