Other · DOL Form 5500 · 2023
Carson Valley Childrens Aid Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 401
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $29,341
- Avg per participant Low balance/head
Official DOL plan name: Carson Valley Childrens Aid 403(b) Plan · Sponsored by Carson Valley Childrens Aid · Pennsylvania · Healthcare & Social Assistance
$12M in assets, 401 participants
Carson Valley Childrens Aid's Carson Valley Childrens Aid 403(b) Plan reported $12M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,940 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Carson Valley Childrens Aid 403(b) Plan covers 401 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.
- #11,940
- in Healthcare & Social Assistance (17,684 peers)
- +14.8%
- assets growth YoY
Carson Valley Childrens Aid 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carson Valley Childrens Aid 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,765,647 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carson Valley Childrens Aid 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carson Valley Childrens Aid 403(b) Plan sits mid-pack in the medium band (401 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carson Valley Childrens Aid 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Carson Valley Childrens Aid 403(b) Plan reported participants rose from 359 in the plan year 2022 filing to 401 in the plan year 2023 filing.
- Carson Valley Childrens Aid 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231352623 · Carson Valley Childrens Aid PY 2023 · Other
Carson Valley Childrens Aid 403(b) Plan · $12M · 401 · 62nd
- NET $12M
- NET 401
- NET 62nd
- NET Other
- NET near Lawman Heating and Cooling, Inc. Prevailing Wage Pension Plan
- NET ind #11940
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 Pennsylvania →
Carson Valley Childrens Aid 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 231352623 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carson Valley Childrens Aid)
Sponsor-wide plan assets over time
All Carson Valley Childrens Aid plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 82.11980473568042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $12M |
| 2023 | 2 | 712 | $25M |
| 2024 | 2 | 696 | $21M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Carson Valley Childrens Aid 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Lawman Heating and Cooling, Inc. Prevailing Wage Pension Plan in NY ($12M); by covered participants it is Uc Health 403(b) Retirement Savings Plan in OH (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Uc Health 403(b) Retirement Savings Plan (OH) 401 · 0 off
- Milton Academy Retirement Plan (MA) 401 · 0 off
- Cope Retirement 403(b) Plan (AZ) 401 · 0 off
- 403(b) Thrift Plan for Employees of Affinia Healthcare (MO) 401 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.