Other · DOL Form 5500 · 2023
Proteus, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 221
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $38,902
- Avg per participant Low balance/head
Official DOL plan name: Proteus, Inc. 403(b) Plan · Sponsored by Proteus, Inc. · California · Healthcare & Social Assistance
$9M in assets, 221 participants
Proteus, Inc.'s Proteus, Inc. 403(b) Plan reported $9M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,770 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Proteus, Inc. 403(b) Plan covers 221 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $9M.
- #10,770
- in Healthcare & Social Assistance (17,684 peers)
- +6.5%
- assets growth YoY
Proteus, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Proteus, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,597,268 Top 45% higher than 55% 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
Proteus, Inc. 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. Proteus, Inc. 403(b) Plan sits mid-pack in the medium band (221 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Proteus, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $524K in the plan year 2023 filing.
- Proteus, Inc. 403(b) Plan reported participants fell from 242 in the plan year 2022 filing to 221 in the plan year 2023 filing.
- Proteus, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942184330 · Proteus, Inc. PY 2023 · Other
Proteus, Inc. 403(b) Plan · $9M · 221 · 55th
- TYPE $9M
- TYPE 221
- TYPE 55th
- TYPE Other
- TYPE near Area Agency on Aging Region 9 Inc. 403(b) Plan
- TYPE ind #10770
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 →
Proteus, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $524K |
| Employer EIN | 942184330 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Proteus, Inc.)
Sponsor-wide plan assets over time
All Proteus, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 15.86072782223103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $8M |
| 2023 | 1 | 221 | $9M |
| 2024 | 1 | 187 | $9M |
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
Proteus, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Area Agency on Aging Region 9 Inc. 403(b) Plan in OH ($9M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Alliant Health Solutions, Inc. 403(b) Plan (GA) 221 · 0 off
- Group Health Plan, Inc. 403(b)(7) Plan (MN) 221 · 0 off
- The Musical Arts Association 403(b) Retirement Plan (OH) 221 · 0 off
- Hackley School 403(b) DC and Tda Plan (NY) 221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.