401(k) · DOL Form 5500 · 2023

Northern California Retired Officers Community 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
268
Participants Below avg headcount
65th
Percentile by assets National rank
$50,335
Avg per participant Low balance/head
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Official DOL plan name: Paradise Valley Estates 401(k) Retirement Plan · Sponsored by Northern California Retired Officers Community · California · Healthcare & Social Assistance

$13M in assets, 268 participants

Northern California Retired Officers Community's Paradise Valley Estates 401(k) Retirement Plan reported $13M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,415 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Paradise Valley Estates 401(k) Retirement Plan covers 268 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,415
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY

Paradise Valley Estates 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Paradise Valley Estates 401(k) Retirement Plan vs every filed plan by assets

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

$13,489,856 Top 35% higher than 65% 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

Paradise Valley Estates 401(k) 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. Paradise Valley Estates 401(k) Retirement Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paradise Valley Estates 401(k) Retirement Plan reported net income rose from -$819K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Paradise Valley Estates 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Paradise Valley Estates 401(k) Retirement Plan reported participants fell from 274 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680317185 · Northern California Retired Officers Community PY 2023 · 401(k)

Paradise Valley Estates 401(k) Retirement Plan · $13M · 268 · 65th

  • PHOTO $13M
  • PHOTO 268
  • PHOTO 65th
  • PHOTO 401(k)
  • PHOTO near Bay View Food Products 401(k) Profit Sharing Plan
  • PHOTO ind #12415

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 →

Paradise Valley Estates 401(k) Retirement Plan in the asset neighbourhood

Paradise Valley Estates 401(k) Retirement PlanParadise Valley Estates 401(…$13MBay View Food Products 401(k) Profit Sharing PlanBay View Food Products 401(k…$13MWells Brothers, Inc. / Panel Control, Inc. 401(k) PlanWells Brothers, Inc. / Panel…$13MIlani 401(k) Retirement Savings PlanIlani 401(k) Retirement Savi…$13MDentech Industrial Salary Savings PlanDentech Industrial Salary Sa…$13M
End-of-year total assets ($M) among Paradise Valley Estates 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN680317185
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern California Retired Officers Community)

Sponsor-wide plan assets over time

All Northern California Retired Officers Community plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.11100131358629% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.3M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 274 $11M
2023 1 268 $13M
2024 1 283 $16M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Paradise Valley Estates 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Paradise Valley Estates 401(k) Retirement Plan, Total assets ($B): 0.013489856 · Participants: 268Paradise Valley Estates 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Paradise Valley Estates 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Paradise Valley Estates 401(k) Retirement Plan side-by-side with 3 peers →

Paradise Valley Estates 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bay View Food Products 401(k) Profit Sharing Plan in MI ($13M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Paradise Valley Estates 401(k) Retirement Plan assets move in 2023? ▼
Paradise Valley Estates 401(k) Retirement Plan grew sharply - up 17.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Northern California Retired Officers Community plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern California Retired Officers Community's sponsor-wide assets grew 42.1%, from $11M to $16M.
Which 401(k) plans are similar in size to Paradise Valley Estates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bay View Food Products 401(k) Profit Sharing Plan in MI ($13M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Paradise Valley Estates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcrest Surgical 401(k) Plan in OK (268 participants, $12M 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 680317185.

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.