401(k) · DOL Form 5500 · 2022

Compass Family Enterprises, Inc. Dba Channel Islands Social Services 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
136
Participants Small participant base
38th
Percentile by assets National rank
$18,776
Avg per participant Low balance/head
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Official DOL plan name: Channel Islands Social Services Retirement Plan · Sponsored by Compass Family Enterprises, Inc. Dba Channel Islands Social Services · California · Healthcare & Social Assistance

$3M in assets, 136 participants

Compass Family Enterprises, Inc. Dba Channel Islands Social Services's Channel Islands Social Services Retirement Plan reported $3M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,061 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Channel Islands Social Services Retirement Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $3M.

#8,061
in Healthcare & Social Assistance (20,060 peers)
-12.6%
assets change YoY

The plan reported a net loss of $369K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Channel Islands Social Services Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Channel Islands Social Services Retirement Plan vs every filed plan by assets

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

$2,553,470 38th percentile higher than 38% 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

Channel Islands Social Services 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. Channel Islands Social Services Retirement Plan sits mid-pack in the medium band (136 participants).

DOL schedule card

Filing strip 113731612 · Compass Family Enterprises, Inc. Dba Channel Islands Social Services PY 2022 · 401(k)

Channel Islands Social Services Retirement Plan · $3M · 136 · 38th

  • PART $3M
  • TYPE 136
  • NET 38th
  • BOOK 401(k)
  • VS-ST near Lenfam Management Company 401(k) Plan
  • BOY ind #8061

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 →

Channel Islands Social Services Retirement Plan in the asset neighbourhood

Channel Islands Social Services Retirement PlanChannel Islands Social Servi…$3MLenfam Management Company 401(k) PlanLenfam Management Company 40…$3MKwang Jin America, Inc. 401(k) PlanKwang Jin America, Inc. 401(…$3MSun City Oro Valley Community Association, Inc.401(k) PlanSun City Oro Valley Communit…$3MCompass Precision LLC 401(k) Profit Sharing Plan and TrustCompass Precision LLC 401(k)…$3M
End-of-year total assets ($M) among Channel Islands Social Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$369K
Employer EIN113731612
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Channel Islands Social Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Channel Islands Social Services Retirement Plan, Total assets ($B): 0.00255347 · Participants: 136Channel Islands Social Services Retirement 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
Channel Islands Social Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Channel Islands Social Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lenfam Management Company 401(k) Plan in NJ ($3M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Channel Islands Social Services Retirement Plan assets move in 2022?
Channel Islands Social Services Retirement Plan pulled back noticeably - down 12.6% during 2022, from $3M to $3M. Reported net income was -$369K.
Which 401(k) plans are similar in size to Channel Islands Social Services Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Lenfam Management Company 401(k) Plan in NJ ($3M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Channel Islands Social Services Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A in assets).