Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Social Advocates for Youth Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Social Advocates for Youth, San Diego, Inc. ยท California ยท Healthcare & Social Assistance

What the 2023 filing shows

Social Advocates for Youth Retirement Plan holds $9M for 295 participants - about $30,786 per participant, up 9.5% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
295
covered participants
$30,786
avg assets per participant
+9.5%
assets growth YoY
Total Assets (2023)
$9M
Participants
295
State
Industry
Healthcare & Social Assistance

What the Filing Says About Social Advocates for Youth Retirement Plan

Social Advocates for Youth Retirement Plan is a Profit Sharing retirement plan sponsored by Social Advocates for Youth, San Diego, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 295 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237107958, and the plan has been effective since 2000-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $9M at year-end โ€” a gain of 9.5%. Net assets (after liabilities) closed the year at $9M, with reported net income of $790K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

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

Year Plans Participants Total Assets
2022 1 295 $9M
2023 1 346 $11M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Social Advocates for Youth Retirement Plan?
As of the 2022 Form 5500 filing, Social Advocates for Youth Retirement Plan holds $9M in total assets with 295 participants. It is sponsored by Social Advocates for Youth, San Diego, Inc..
What type of plan is Social Advocates for Youth Retirement Plan?
Social Advocates for Youth Retirement Plan is a Profit Sharing plan. It has been effective since 2000-07-01. The plan is filed with the U.S. Department of Labor under EIN 237107958.
Who sponsors the Social Advocates for Youth Retirement Plan?
Social Advocates for Youth Retirement Plan is sponsored by Social Advocates for Youth, San Diego, Inc., located in California. The sponsor's EIN is 237107958 and the plan operates in the Healthcare & Social Assistance industry.
How did Social Advocates for Youth Retirement Plan perform in 2022?
Social Advocates for Youth Retirement Plan grew by 9.5% during 2022, moving from $8M to $9M in total assets. Net income was $790K.
Where can I find official filings for Social Advocates for Youth Retirement Plan?
Official Form 5500 filings for Social Advocates for Youth Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237107958 or plan name at efast.dol.gov.
How does Social Advocates for Youth Retirement Plan compare to other plans?
You can compare Social Advocates for Youth Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 237107958.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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