Other · DOL Form 5500 · 2023
Hughson Samaritan Village Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $8,225
- Avg per participant Low balance/head
Official DOL plan name: Hughson Samaritan Village 403(b) Plan · Sponsored by Hughson Samaritan Village · California · Healthcare & Social Assistance
$1M in assets, 158 participants
Hughson Samaritan Village's Hughson Samaritan Village 403(b) Plan reported $1M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,969 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Hughson Samaritan Village 403(b) Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $1M.
- #3,969
- in Healthcare & Social Assistance (17,684 peers)
- +24.3%
- assets growth YoY
Hughson Samaritan Village 403(b) Plan among the smaller filed plans by assets
Hughson Samaritan Village 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,299,557 26th percentile higher than 26% 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
Hughson Samaritan Village 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. Hughson Samaritan Village 403(b) Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hughson Samaritan Village 403(b) Plan reported net income rose from -$130K in the plan year 2022 filing to $254K in the plan year 2023 filing.
- Hughson Samaritan Village 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Hughson Samaritan Village 403(b) Plan reported participants rose from 135 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 460469127 · Hughson Samaritan Village PY 2023 · Other
Hughson Samaritan Village 403(b) Plan · $1M · 158 · 26th
- NET $1M
- NET 158
- NET 26th
- NET Other
- NET near Mandel Jewish Community Center of the Palm Beaches Inc. 401(k) Plan
- NET ind #3969
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 →
Hughson Samaritan Village 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $254K |
| Employer EIN | 460469127 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hughson Samaritan Village)
Sponsor-wide plan assets over time
All Hughson Samaritan Village plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 30.706481960747915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $1M |
| 2023 | 1 | 158 | $1M |
| 2024 | 1 | 157 | $1M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Hughson Samaritan Village 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mandel Jewish Community Center of the Palm Beaches Inc. 401(k) Plan in FL ($1M); by covered participants it is Lawrence Academy Retirement Plan in MA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 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.