Other · DOL Form 5500 · 2023
ABILITYFIRST Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $58,582
- Avg per participant Low balance/head
Official DOL plan name: Abilityfirst Defined Contribution Plan · Sponsored by ABILITYFIRST · California · Healthcare & Social Assistance
$17M in assets, 282 participants
ABILITYFIRST's Abilityfirst Defined Contribution Plan reported $17M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,074 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Abilityfirst Defined Contribution Plan covers 282 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $17M.
- #13,074
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
Abilityfirst Defined Contribution Plan's outsized position by total assets
Abilityfirst Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,519,990 Top 31% higher than 69% 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
Abilityfirst Defined Contribution 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. Abilityfirst Defined Contribution Plan sits mid-pack in the medium band (282 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Abilityfirst Defined Contribution Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Abilityfirst Defined Contribution Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Abilityfirst Defined Contribution Plan reported participants rose from 242 in the plan year 2022 filing to 282 in the plan year 2023 filing.
DOL schedule card
Filing strip 951690983 · ABILITYFIRST PY 2023 · Other
Abilityfirst Defined Contribution Plan · $17M · 282 · 69th
- SCH $17M
- SCH 282
- SCH 69th
- SCH Other
- SCH near The Barack Obama Foundation 403(b) Plan
- SCH ind #13074
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 →
Abilityfirst Defined Contribution Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 951690983 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ABILITYFIRST)
Sponsor-wide plan assets over time
All ABILITYFIRST plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 24.147842690431233% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $14M |
| 2023 | 1 | 282 | $17M |
| 2024 | 1 | 434 | $18M |
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
Abilityfirst Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Barack Obama Foundation 403(b) Plan in IL ($17M); by covered participants it is Community Concepts, Inc. Tax Deferred Annuity Plan in ME (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- The Barack Obama Foundation 403(b) Plan (IL) $17M · 222
- Agency for Community Transit 403b Retirement Plan (IL) $17M · 120
- American Council for an Energy Efficient Economy 403(b) Plan (DC) $17M · 73
- The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees (NY) $17M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- Community Concepts, Inc. Tax Deferred Annuity Plan (ME) 282 · 0 off
- Soar365 Tax Deferred Annuity Plan (VA) 282 · 0 off
- Mainline Health 403b Plan (AR) 282 · 0 off
- Section 403(b) Retirement Plan for Employees of Odyssey House, Inc. (NY) 282 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.