Other · DOL Form 5500 · 2023
Institute on Aging Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 649
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $17,997
- Avg per participant Low balance/head
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.
- #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.
- #11,913
- in Healthcare & Social Assistance (17,684 peers)
- +32.1%
- assets growth YoY
Institute on Aging 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Institute on Aging 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. Institute on Aging 403(b) Plan sits mid-pack in the medium band (649 participants).
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.
Form 5500 schedule snapshot
Filing strip 942978977 · Institute on Aging PY 2023 · Other
Institute on Aging 403(b) Plan · $12M · 649 · 62nd
- PHOTO $12M
- PHOTO 649
- PHOTO 62nd
- PHOTO Other
- PHOTO near First Presbyterian Day School, Inc. Tax Deferred Annuity Plan
- PHOTO ind #11913
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 →
Institute on Aging 403(b) Plan in the asset neighbourhood
Institute on Aging multi-year asset trail
Sponsor-wide plan assets over time
All Institute on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 75.50475266169857% vs 2022
- 2024 filing year
| 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 EIN | 942978977 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Institute on Aging 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in GA ($12M); by covered participants it is Women in Need 403(b) Retirement Plan in NY (650 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- First Presbyterian Day School, Inc. Tax Deferred Annuity Plan (GA) $12M · 137
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) $12M · 92
- Cds Life Transitions 403(b) Plan (NY) $12M · 741
- New York Stem Cell Foundation 403(b) Plan (NY) $12M · 116
Similar participant headcount
Nearest other-state filings by covered participants (649 participants); asset peers above are excluded.
- Women in Need 403(b) Retirement Plan (NY) 650 · 1 off
- 403(b) Thrift Plan of New York Road Runners Club, Inc. (NY) 648 · 1 off
- Clark Atlanta University Defined Contribution Retirement Plan (GA) 648 · 1 off
- Tri-County 403(b) (NJ) 647 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.