Other · DOL Form 5500 · 2022

T. E. R. I., Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
471
Participants Below avg headcount
40th
Percentile by assets National rank
$6,204
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of T. E. R. I., Inc. · Sponsored by T. E. R. I., Inc. · California · Healthcare & Social Assistance

$3M in assets, 471 participants

T. E. R. I., Inc.'s 403(b) Thrift Plan of T. E. R. I., Inc. reported $3M in total assets and 471 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,678 in Healthcare & Social Assistance (20,060 peers)

T. E. R. I., Inc. multi-year trail

T. E. R. I., Inc.'s plans moved +45.7% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of T. E. R. I., Inc. at $3M / 471 participants.

#8,678
in Healthcare & Social Assistance (20,060 peers)
+23.7%
assets growth YoY

403(b) Thrift Plan of T. E. R. I., Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of T. E. R. I., Inc. vs every filed plan by assets

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

$2,921,936 40th percentile higher than 40% 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

403(b) Thrift Plan of T. E. R. I., Inc. 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. 403(b) Thrift Plan of T. E. R. I., Inc. sits mid-pack in the medium band (471 participants).

EBSA filing schedule strip

Filing strip 953532129 · T. E. R. I., Inc. PY 2022 · Other

403(b) Thrift Plan of T. E. R. I., Inc. · $3M · 471 · 40th

  • SCH $3M
  • EBSA 471
  • PART 40th
  • TYPE Other
  • NET near C.C. Young Retirement Plan
  • BOOK ind #8678

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 →

403(b) Thrift Plan of T. E. R. I., Inc. in the asset neighbourhood

403(b)Thrift Plan of Cedarcrest, Inc.403(b)Thrift Plan of Cedarcr…$3M403(b) Thrift Plan of T. E. R. I., Inc.403(b) Thrift Plan of T. E. …$3MC.C. Young Retirement Plan$3MEmployee Benefit Plan of Alko Distributors, Inc.Employee Benefit Plan of Alk…$3MExceptional Care for Children 403(b) PlanExceptional Care for Childre…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of T. E. R. I., Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

T. E. R. I., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T. E. R. I., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.74446531340865% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.92M $4.26M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 471 $3M
2023 1 564 $4M
2024 1 651 $4M

T. E. R. I., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$560K
Employer EIN953532129
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

403(b) Thrift Plan of T. E. R. I., Inc. vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of T. E. R. I., Inc., Total assets ($B): 0.002921936 · Participants: 471403(b) Thrift Plan of T. E. R. I., Inc.Stanford 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
403(b) Thrift Plan of T. E. R. I., Inc. vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of T. E. R. I., Inc. side-by-side with 3 peers →

403(b) Thrift Plan of T. E. R. I., Inc.'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is C.C. Young Retirement Plan in TX ($3M); by covered participants it is University of Northwestern Ohio 403(b) DC in OH (471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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 403(b) Thrift Plan of T. E. R. I., Inc. assets move in 2022? ▼
403(b) Thrift Plan of T. E. R. I., Inc. grew sharply - up 23.7% during 2022, from $2M to $3M. Reported net income was $560K.
How have T. E. R. I., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. E. R. I., Inc.'s sponsor-wide assets grew 45.7%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of T. E. R. I., Inc.? ▼
Among Other plans in other states, the closest by assets is C.C. Young Retirement Plan in TX ($3M, 516 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of T. E. R. I., Inc.? ▼
Among Other plans in other states, the closest by covered participants is University of Northwestern Ohio 403(b) DC in OH (471 participants, $29M 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 953532129.

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.