Other · DOL Form 5500 · 2023

Town and Country Manor Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
351
Participants Below avg headcount
51st
Percentile by assets National rank
$19,974
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Town and Country Retirement Plan · Sponsored by Town and Country Manor · California · Healthcare & Social Assistance

$7M in assets, 351 participants

Town and Country Manor's Town and Country Retirement Plan reported $7M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,968 in Healthcare & Social Assistance (17,684 peers)

Town and Country Manor multi-year trail

Town and Country Manor's plans moved +18.3% in assets from 2022 to 2024; this filing shows Town and Country Retirement Plan at $7M / 351 participants.

#9,968
in Healthcare & Social Assistance (17,684 peers)
+5.8%
assets growth YoY

Town and Country Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Town and Country Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,010,784 Top 49% higher than 51% of 127,068 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 2023

Town and Country Retirement 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. Town and Country Retirement Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Town and Country Retirement Plan reported net income rose from -$813K in the plan year 2022 filing to $384K in the plan year 2023 filing.
  • Town and Country Retirement Plan reported participants rose from 320 in the plan year 2022 filing to 351 in the plan year 2023 filing.
  • Town and Country Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951685807 · Town and Country Manor PY 2023 · Other

Town and Country Retirement Plan · $7M · 351 · 51st

  • BOOK $7M
  • VS-ST 351
  • BOY 51st
  • SCH Other
  • EBSA near Maryland Food Bank, Inc. 403(b) Retirement Plan
  • PART ind #9968

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 →

Town and Country Retirement Plan in the asset neighbourhood

Town and Country Retirement PlanTown and Country Retirement …$7MMaryland Food Bank, Inc. 403(b) Retirement PlanMaryland Food Bank, Inc. 403…$7M403(b) Thrift Plan of Lincoln Behavioral Services403(b) Thrift Plan of Lincol…$7MSimpson Thacher & Bartlett LLP Retirement Plan for Legal and Other PersonnelSimpson Thacher & Bartlett L…$7MTherapeutic Health Services 403(b) PlanTherapeutic Health Services …$7M
End-of-year total assets ($M) among Town and Country Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Town and Country Manor multi-year asset trail

Sponsor-wide plan assets over time

All Town and Country Manor plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.327679990728498% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.63M $7.84M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 320 $7M
2023 1 351 $7M
2024 1 306 $8M

Town and Country Manor filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$384K
Employer EIN951685807
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Town and Country Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Town and Country Retirement Plan, Total assets ($B): 0.007010784 · Participants: 351Town and Country Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Town and Country Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Town and Country Retirement Plan side-by-side with 3 peers →

Town and Country Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Maryland Food Bank, Inc. 403(b) Retirement Plan in MD ($7M); by covered participants it is United Medical Center 403(b) Plan in TX (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Town and Country Retirement Plan assets move in 2023? ▼
Town and Country Retirement Plan grew at a solid clip - up 5.8% during 2023, from $7M to $7M. Reported net income was $384K.
How have Town and Country Manor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Town and Country Manor's sponsor-wide assets grew 18.3%, from $7M to $8M.
Which Other plans are similar in size to Town and Country Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Maryland Food Bank, Inc. 403(b) Retirement Plan in MD ($7M, 162 participants).
Which Other plans cover a similar participant headcount to Town and Country Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is United Medical Center 403(b) Plan in TX (351 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951685807.

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.