Other · DOL Form 5500 · 2022
Castle Family Health Centers, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $37,990
- Avg per participant Low balance/head
Official DOL plan name: Castle Family Health Centers, Inc. 403(b) Plan · Sponsored by Castle Family Health Centers, Inc. · California · Healthcare & Social Assistance
$8M in assets, 211 participants
Castle Family Health Centers, Inc.'s Castle Family Health Centers, Inc. 403(b) Plan reported $8M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #13,272 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Castle Family Health Centers, Inc. 403(b) Plan covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $8M.
- #13,272
- in Healthcare & Social Assistance (20,060 peers)
- +15.4%
- assets growth YoY
Castle Family Health Centers, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Castle Family Health Centers, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,015,811 Top 40% higher than 60% 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
Castle Family Health Centers, Inc. 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. Castle Family Health Centers, Inc. 403(b) Plan sits mid-pack in the medium band (211 participants).
Plan-year Form 5500 strip
Filing strip 205864304 · Castle Family Health Centers, Inc. PY 2022 · Other
Castle Family Health Centers, Inc. 403(b) Plan · $8M · 211 · 60th
- SCH $8M
- SCH 211
- SCH 60th
- SCH Other
- SCH near Cesar Chavez Public Charter Schools for Public Policy 403(b) Plan
- SCH ind #13272
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 →
Castle Family Health Centers, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 205864304 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castle Family Health Centers, Inc.)
Sponsor-wide plan assets over time
All Castle Family Health Centers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.570319085617164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $8M |
| 2023 | 1 | 194 | $10M |
| 2024 | 1 | 210 | $10M |
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
Castle Family Health Centers, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cesar Chavez Public Charter Schools for Public Policy 403(b) Plan in DC ($8M); by covered participants it is 403 B Thrift Plan of Opportunities Inc of Jefferson County in WI (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Cesar Chavez Public Charter Schools for Public Policy 403(b) Plan (DC) $8M · 69
- Princeton Child Development Institute, Inc. Defined Contribution Retirement Plan (NJ) $8M · 44
- Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. (FL) $8M · 150
- Pennsylvania Institute of Technology Defined Contribution Plan (PA) $8M · 100
Similar participant headcount
Nearest other-state filings by covered participants (211 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.