Other · DOL Form 5500 · 2022
Carmel Valley Manor Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $40,861
- Avg per participant Low balance/head
Official DOL plan name: Carmel Valley Manor 403(b)(7) Plan · Sponsored by Carmel Valley Manor · California · Healthcare & Social Assistance
$6M in assets, 152 participants
Carmel Valley Manor's Carmel Valley Manor 403(b)(7) Plan reported $6M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,222 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Carmel Valley Manor 403(b)(7) Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $6M.
- #12,222
- in Healthcare & Social Assistance (20,060 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $902K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carmel Valley Manor 403(b)(7) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carmel Valley Manor 403(b)(7) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,210,924 Top 45% higher than 55% 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
Carmel Valley Manor 403(b)(7) 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. Carmel Valley Manor 403(b)(7) Plan sits mid-pack in the medium band (152 participants).
DOL schedule card
Filing strip 946050476 · Carmel Valley Manor PY 2022 · Other
Carmel Valley Manor 403(b)(7) Plan · $6M · 152 · 55th
- 5500 $6M
- ASSETS 152
- PCT 55th
- EIN Other
- RANK near The Places for People Inc. Employees Retirement Plan
- PHOTO ind #12222
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 →
Carmel Valley Manor 403(b)(7) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$902K |
| Employer EIN | 946050476 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carmel Valley Manor)
Sponsor-wide plan assets over time
All Carmel Valley Manor plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 35.915831525228775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $6M |
| 2023 | 1 | 143 | $7M |
| 2024 | 1 | 145 | $8M |
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
Carmel Valley Manor 403(b)(7) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Places for People Inc. Employees Retirement Plan in MO ($6M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan (GA) 152 · 0 off
- Section 403(b) Retirement Plan for Amida Care, Inc. (NY) 152 · 0 off
- Ardmore, Inc. Employees Retirement Plan (OH) 152 · 0 off
- Jewish Community Center in Manhattan 403(b) Defined Contribution Plan (NY) 152 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.