Other · DOL Form 5500 · 2022

Orange County Head Start Inc Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
396
Participants Below avg headcount
81st
Percentile by assets National rank
$64,128
Avg per participant Low balance/head
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Official DOL plan name: Orange County Head Start Inc Retirement Savings Plan · Sponsored by Orange County Head Start Inc · California · Other Services

$25M in assets, 396 participants

Orange County Head Start Inc's Orange County Head Start Inc Retirement Savings Plan reported $25M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,559 in Other Services (8,398 peers)

Where Orange County Head Start Inc Retirement Savings Plan sits by assets

Orange County Head Start Inc Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 396 participants (~$64,128/participant), up 7.5% in 2022.

#7,559
in Other Services (8,398 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orange County Head Start Inc Retirement Savings Plan's outsized position by total assets

Orange County Head Start Inc Retirement Savings Plan vs every filed plan by assets

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

$25,394,598 Top 19% higher than 81% 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

Orange County Head Start Inc Retirement Savings 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. Orange County Head Start Inc Retirement Savings Plan sits mid-pack in the medium band (396 participants).

Form 5500 schedule snapshot

Filing strip 953411088 · Orange County Head Start Inc PY 2022 · Other

Orange County Head Start Inc Retirement Savings Plan · $25M · 396 · 81st

  • BOY $25M
  • BOY 396
  • BOY 81st
  • BOY Other
  • BOY near American Concrete Institute 403(b) Plan
  • BOY ind #7559

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 Other Services retirement plans → · Plans in California →

Orange County Head Start Inc Retirement Savings Plan in the asset neighbourhood

William Penn University 403(b) DC PlanWilliam Penn University 403(…$25MAmerican Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanAmerican Friends of the Hebr…$25MHelen Keller International Defined Contribution PlanHelen Keller International D…$25MOrange County Head Start Inc Retirement Savings PlanOrange County Head Start Inc…$25MAmerican Concrete Institute 403(b) PlanAmerican Concrete Institute …$25M
End-of-year total assets ($M) among Orange County Head Start Inc Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN953411088
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Head Start Inc)

Sponsor-wide plan assets over time

All Orange County Head Start Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.27973067342905% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.4M $31.6M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 396 $25M
2023 1 312 $28M
2024 1 341 $32M

Nearby Other Plans in California

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

Orange County Head Start Inc Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Orange County Head Start Inc Retirement Savings Plan, Total assets ($B): 0.025394598 · Participants: 396Orange County Head Start Inc Retirement Savings 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
Orange County Head Start Inc Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Orange County Head Start Inc Retirement Savings Plan side-by-side with 3 peers →

Orange County Head Start Inc Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is American Concrete Institute 403(b) Plan in MI ($25M); by covered participants it is Regis College DC Retirement Plan in MA (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Orange County Head Start Inc Retirement Savings Plan assets move in 2022? ▼
Orange County Head Start Inc Retirement Savings Plan grew at a solid clip - up 7.5% during 2022, from $24M to $25M. Reported net income was $2M.
How have Orange County Head Start Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Head Start Inc's sponsor-wide assets grew 24.3%, from $25M to $32M.
Where does Orange County Head Start Inc Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Orange County Head Start Inc Retirement Savings Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Orange County Head Start Inc Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is American Concrete Institute 403(b) Plan in MI ($25M, 126 participants).
Which Other plans cover a similar participant headcount to Orange County Head Start Inc Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Regis College DC Retirement Plan in MA (396 participants, $54M 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 953411088.

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.