Other · DOL Form 5500 · 2022

Social Advocates for Youth, San Diego, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
295
Participants Below avg headcount
63rd
Percentile by assets National rank
$30,786
Avg per participant Low balance/head
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Official DOL plan name: Social Advocates for Youth Retirement Plan · Sponsored by Social Advocates for Youth, San Diego, Inc. · California · Healthcare & Social Assistance

$9M in assets, 295 participants

Social Advocates for Youth, San Diego, Inc.'s Social Advocates for Youth Retirement Plan reported $9M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,746 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Social Advocates for Youth Retirement Plan covers 295 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $9M.

#13,746
in Healthcare & Social Assistance (20,060 peers)
+9.5%
assets growth YoY

Social Advocates for Youth Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Social Advocates for Youth Retirement Plan vs every filed plan by assets

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

$9,081,957 Top 37% higher than 63% 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

Social Advocates for Youth 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. Social Advocates for Youth Retirement Plan sits mid-pack in the medium band (295 participants).

Form 5500 schedule snapshot

Filing strip 237107958 · Social Advocates for Youth, San Diego, Inc. PY 2022 · Other

Social Advocates for Youth Retirement Plan · $9M · 295 · 63rd

  • PHOTO $9M
  • PHOTO 295
  • PHOTO 63rd
  • PHOTO Other
  • PHOTO near Bear Creek School 403b Retirement Plan
  • PHOTO ind #13746

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 →

Social Advocates for Youth Retirement Plan in the asset neighbourhood

Sinai Special Needs Institute 403(b) PlanSinai Special Needs Institut…$9MMontana State University Foundation 403(b) DC PlanMontana State University Fou…$9MSibley Memorial Hospital 403(b) PlanSibley Memorial Hospital 403…$9MSocial Advocates for Youth Retirement PlanSocial Advocates for Youth R…$9MBear Creek School 403b Retirement PlanBear Creek School 403b Retir…$9M
End-of-year total assets ($M) among Social Advocates for Youth Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$790K
Employer EIN237107958
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Social Advocates for Youth, San Diego, Inc.)

Sponsor-wide plan assets over time

All Social Advocates for Youth, San Diego, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 25.177987519650223% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.08M $11.4M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 295 $9M
2023 1 346 $11M
2024 1 420 $11M

Nearby Other Plans in California

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

Social Advocates for Youth Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Social Advocates for Youth Retirement Plan, Total assets ($B): 0.009081957 · Participants: 295Social Advocates for Youth Retirement PlanStanford 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
Social Advocates for Youth Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Social Advocates for Youth Retirement Plan side-by-side with 3 peers →

Social Advocates for Youth Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Bear Creek School 403b Retirement Plan in WA ($9M); by covered participants it is Cma 403(b) Plan in NY (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Social Advocates for Youth Retirement Plan assets move in 2022? ▼
Social Advocates for Youth Retirement Plan grew at a solid clip - up 9.5% during 2022, from $8M to $9M. Reported net income was $790K.
How have Social Advocates for Youth, San Diego, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Advocates for Youth, San Diego, Inc.'s sponsor-wide assets grew 25.2%, from $9M to $11M.
Which Other plans are similar in size to Social Advocates for Youth Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bear Creek School 403b Retirement Plan in WA ($9M, 163 participants).
Which Other plans cover a similar participant headcount to Social Advocates for Youth Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Cma 403(b) Plan in NY (295 participants, $4M 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 237107958.

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.