Other · DOL Form 5500 · 2022

Special Service for Groups, Inc. Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,753
Participants Near avg headcount
88th
Percentile by assets National rank
$28,365
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Special Service for Groups, Inc. · Sponsored by Special Service for Groups, Inc. · California · Healthcare & Social Assistance

$50M in assets, 1,753 participants

Special Service for Groups, Inc.'s 403(b) Thrift Plan of Special Service for Groups, Inc. reported $50M in total assets and 1,753 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,016 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

403(b) Thrift Plan of Special Service for Groups, Inc. covers 1,753 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $50M.

#18,016
in Healthcare & Social Assistance (20,060 peers)
+24.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

403(b) Thrift Plan of Special Service for Groups, Inc.'s outsized position by total assets

403(b) Thrift Plan of Special Service for Groups, Inc. vs every filed plan by assets

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

$49,723,034 Top 12% higher than 88% 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 Special Service for Groups, Inc.'s large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Special Service for Groups, Inc. lands in the large band (1,753 participants).

DOL schedule card

Filing strip 951716914 · Special Service for Groups, Inc. PY 2022 · Other

403(b) Thrift Plan of Special Service for Groups, Inc. · $50M · 1,753 · 88th

  • EBSA $50M
  • EBSA 1,753
  • EBSA 88th
  • EBSA Other
  • EBSA near Naval Academy Athletic Association Retirement Plan
  • EBSA ind #18016

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 Special Service for Groups, Inc. in the asset neighbourhood

College of Mount Saint Vincent Defined Contribution PlanCollege of Mount Saint Vince…$50MNaval Academy Athletic Association Retirement PlanNaval Academy Athletic Assoc…$50M403(b) Thrift Plan of Special Service for Groups, Inc.403(b) Thrift Plan of Specia…$50MUniversity of Nebraska Foundation Defined Contribution Retirement PlanUniversity of Nebraska Found…$50MSpie Retirement Plan$50M
End-of-year total assets ($M) among 403(b) Thrift Plan of Special Service for Groups, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$50M
Net Income$10M
Employer EIN951716914
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Special Service for Groups, Inc.)

Sponsor-wide plan assets over time

All Special Service for Groups, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 39.18931774829396% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.5M $104M ▲ +39.2%
Year Plans Participants Total Assets
2022 2 1,919 $75M
2023 2 2,104 $90M
2024 2 2,643 $104M

Nearby Other Plans in California

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

403(b) Thrift Plan of Special Service for Groups, Inc. vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Special Service for Groups, Inc., Total assets ($B): 0.049723034 · Participants: 1753403(b) Thrift Plan of Special Service for Groups, 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 Special Service for Groups, Inc. vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Special Service for Groups, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Special Service for Groups, Inc.'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Naval Academy Athletic Association Retirement Plan in MD ($50M); by covered participants it is Rutland Regional Health Services Retirement Savings Plan in VT (1,754 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,753 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 403(b) Thrift Plan of Special Service for Groups, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Special Service for Groups, Inc. grew sharply - up 24.1% during 2022, from $40M to $50M. Reported net income was $10M.
How have Special Service for Groups, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Special Service for Groups, Inc.'s sponsor-wide assets grew 39.2%, from $75M to $104M.
Where does 403(b) Thrift Plan of Special Service for Groups, Inc. rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of Special Service for Groups, Inc. ranks in the 88th 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 403(b) Thrift Plan of Special Service for Groups, Inc.? ▼
Among Other plans in other states, the closest by assets is Naval Academy Athletic Association Retirement Plan in MD ($50M, 247 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Special Service for Groups, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Rutland Regional Health Services Retirement Savings Plan in VT (1,754 participants, $223M 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 951716914.

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.