Other · DOL Form 5500 · 2023

Institute on Aging Retirement Plan

Data updated 2026-08-11

$12M
Total assets
649
Participants
62nd
Percentile by assets
$17,997
Avg per participant
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Official DOL plan name: Institute on Aging 403(b) Plan · Sponsored by Institute on Aging · California · Healthcare & Social Assistance

$12M in assets, 649 participants

Institute on Aging's Institute on Aging 403(b) Plan reported $12M in total assets and 649 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #11,913 in Healthcare & Social Assistance (17,684 peers)

Institute on Aging multi-year trail

Institute on Aging's plans moved +75.5% in assets from 2022 to 2024; this filing shows Institute on Aging 403(b) Plan at $12M / 649 participants.

$12M
total plan assets (2023 EOY)
649
covered participants
62nd
percentile by assets (of 127,072 plans)
$17,997
avg assets per participant

Where Institute on Aging 403(b) Plan sits by total assets

Institute on Aging 403(b) Plan vs every filed plan by assets

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

$11,680,058 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute on Aging 403(b) Plan reported net income rose from -$482K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Institute on Aging 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Institute on Aging 403(b) Plan reported participants rose from 594 in the plan year 2022 filing to 649 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Institute on Aging across 3 plan years on file

Across the 3 plan years Institute on Aging has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $16M, a gain of 75.5%, while reported participants moved from 594 to 943 (+58.8%). Peak year by sponsor assets: 2024 ($16M); trough: 2022 ($9M).

Institute on Aging multi-year asset trail

$5M$10M$15M$20M 202220232024 $8.84M $15.5M ▲ +75.6%
Total plan assets by year, all Institute on Aging plans on file
Year Plans Participants Total Assets
2022 1 594 $9M
2023 1 649 $12M
2024 1 943 $16M

Institute on Aging filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN942978977
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Institute on Aging 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Institute on Aging 4…, Total assets ($B): 0.011680058 · Participants: 649Institute on Aging 4…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Institute on Aging 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Institute on Aging 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Institute on Aging 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Institute on Aging 403(b) Plan assets move in 2023? ▼
Institute on Aging 403(b) Plan surged - up 32.1% during 2023, from $9M to $12M. Reported net income was $3M.
How have Institute on Aging plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute on Aging's sponsor-wide assets grew 75.5%, from $9M to $16M.
Which Other plans are similar in size to Institute on Aging 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in GA ($12M, 137 participants).

Next read for Institute on Aging 403(b) Plan

Multi-year trail

Ways to act on Institute on Aging 403(b) Plan's numbers.

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 942978977.

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.