Other · DOL Form 5500 · 2022

Creative Alternatives, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
204
Participants Below avg headcount
61st
Percentile by assets National rank
$41,307
Avg per participant Low balance/head
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Official DOL plan name: Creative Alternatives, Inc Retirement Plan & Trust · Sponsored by Creative Alternatives, Inc. · California · Healthcare & Social Assistance

$8M in assets, 204 participants

Creative Alternatives, Inc.'s Creative Alternatives, Inc Retirement Plan & Trust reported $8M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,467 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Creative Alternatives, Inc Retirement Plan & Trust covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $8M.

#13,467
in Healthcare & Social Assistance (20,060 peers)
-4.4%
assets change YoY

The plan reported a net loss of $391K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creative Alternatives, Inc Retirement Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Creative Alternatives, Inc Retirement Plan & Trust vs every filed plan by assets

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

$8,426,667 Top 39% higher than 61% 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

Creative Alternatives, Inc Retirement Plan & Trust 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. Creative Alternatives, Inc Retirement Plan & Trust sits mid-pack in the medium band (204 participants).

Form 5500 schedule snapshot

Filing strip 942378380 · Creative Alternatives, Inc. PY 2022 · Other

Creative Alternatives, Inc Retirement Plan & Trust · $8M · 204 · 61st

  • NET $8M
  • NET 204
  • NET 61st
  • NET Other
  • NET near The Lakeview Employees' Tax Deferred Annuity Plan
  • NET ind #13467

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 →

Creative Alternatives, Inc Retirement Plan & Trust in the asset neighbourhood

Creative Alternatives, Inc Retirement Plan & TrustCreative Alternatives, Inc R…$8MEmployee Benefit Plan of Gulf Coast Pre-Stress Partners, Ltd.Employee Benefit Plan of Gul…$8MRetirement Plan of Bridges Healthcare, Inc.Retirement Plan of Bridges H…$8MThe Lakeview Employees' Tax Deferred Annuity PlanThe Lakeview Employees' Tax …$8MUnited Medical Center 403(b) PlanUnited Medical Center 403(b)…$8M
End-of-year total assets ($M) among Creative Alternatives, Inc Retirement Plan & Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$391K
Employer EIN942378380
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Alternatives, Inc.)

Sponsor-wide plan assets over time

All Creative Alternatives, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 20.52921409912614% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.2M $19.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 381 $16M
2023 2 385 $18M
2024 2 398 $20M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Creative Alternatives, Inc Retirement Plan & Trust vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Creative Alternatives, Inc Retirement Plan & Trust, Total assets ($B): 0.008426667 · Participants: 204Creative Alternatives, Inc Retirement Plan & TrustStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Creative Alternatives, Inc Retirement Plan & Trust vs. nearby Other plans in California, assets vs. participants
Compare Creative Alternatives, Inc Retirement Plan & Trust side-by-side with 3 peers →

Creative Alternatives, Inc Retirement Plan & Trust's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Lakeview Employees' Tax Deferred Annuity Plan in MN ($8M); by covered participants it is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Creative Alternatives, Inc Retirement Plan & Trust assets move in 2022? ▼
Creative Alternatives, Inc Retirement Plan & Trust edged down modestly - down 4.4% during 2022, from $9M to $8M. Reported net income was -$391K.
How have Creative Alternatives, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creative Alternatives, Inc.'s sponsor-wide assets grew 20.5%, from $16M to $20M.
Which Other plans are similar in size to Creative Alternatives, Inc Retirement Plan & Trust? ▼
Among Other plans in other states, the closest by assets is The Lakeview Employees' Tax Deferred Annuity Plan in MN ($8M, 97 participants).
Which Other plans cover a similar participant headcount to Creative Alternatives, Inc Retirement Plan & Trust? ▼
Among Other plans in other states, the closest by covered participants is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942378380.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.