Other · DOL Form 5500 · 2023

Sacramento Valley Conservancy Retirement Plan

Data updated 2026-08-25

$460K
Total assets Small plan by assets
9
Participants Small participant base
17th
Percentile by assets National rank
$51,056
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sacramento Valley Conservancy 403(b) Plan · Sponsored by Sacramento Valley Conservancy · California · Real Estate

$460K in assets, 9 participants

Sacramento Valley Conservancy's Sacramento Valley Conservancy 403(b) Plan reported $460K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,380 in Real Estate (4,727 peers)

Sacramento Valley Conservancy multi-year trail

Sacramento Valley Conservancy's plans moved +49.0% in assets from 2022 to 2024; this filing shows Sacramento Valley Conservancy 403(b) Plan at $460K / 9 participants.

#1,380
in Real Estate (4,727 peers)
+25.0%
assets growth YoY

Sacramento Valley Conservancy 403(b) Plan among the smaller filed plans by assets

Sacramento Valley Conservancy 403(b) Plan vs every filed plan by assets

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

$459,501 17th percentile higher than 17% 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

Sacramento Valley Conservancy 403(b) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sacramento Valley Conservancy 403(b) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sacramento Valley Conservancy 403(b) Plan reported net income rose from -$38K in the plan year 2022 filing to $92K in the plan year 2023 filing.
  • Sacramento Valley Conservancy 403(b) Plan end-of-year assets rose from $368K in the plan year 2022 filing to $460K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680256214 · Sacramento Valley Conservancy PY 2023 · Other

Sacramento Valley Conservancy 403(b) Plan · $460K · 9 · 17th

  • PHOTO $460K
  • IND 9
  • EOY 17th
  • 5500 Other
  • ASSETS near Georgia Resource Center Defined Contribution Annuity Plan
  • PCT ind #1380

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 Real Estate retirement plans → · Plans in California →

Sacramento Valley Conservancy 403(b) Plan in the asset neighbourhood

Sacramento Valley Conservancy 403(b) PlanSacramento Valley Conservanc…$460KGeorgia Resource Center Defined Contribution Annuity PlanGeorgia Resource Center Defi…$458KThe Dance Foundation 403(b) PlanThe Dance Foundation 403(b) …$456KTadalyssa, Inc. Retirement PlanTadalyssa, Inc. Retirement P…$464KNational Association of Scholars, Inc Tax-Deferred Annuity PlanNational Association of Scho…$451K
End-of-year total assets ($M) among Sacramento Valley Conservancy 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Sacramento Valley Conservancy multi-year asset trail

Sponsor-wide plan assets over time

All Sacramento Valley Conservancy plans reported in each filing year

Latest sponsor-wide plan assets
$548K 49.03401812015003% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.37M $0.55M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 9 $368K
2023 1 9 $460K
2024 1 9 $548K

Sacramento Valley Conservancy filing trail (2023)

Total Assets (Beginning of Year)$368K
Net Assets (End of Year)$460K
Net Income$92K
Employer EIN680256214
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.

Sacramento Valley Conservancy 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sacramento Valley Conservancy 403(b) Plan, Total assets ($B): 0.000459501 · Participants: 9Sacramento Valley Conservancy 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Sacramento Valley Conservancy 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Sacramento Valley Conservancy 403(b) Plan side-by-side with 3 peers →

Sacramento Valley Conservancy 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Georgia Resource Center Defined Contribution Annuity Plan in GA ($458K); by covered participants it is Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan in NY (9 participants). Same-state nearby plans are listed separately above.

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 Sacramento Valley Conservancy 403(b) Plan assets move in 2023? ▼
Sacramento Valley Conservancy 403(b) Plan grew sharply - up 25.0% during 2023, from $368K to $460K. Reported net income was $92K.
How have Sacramento Valley Conservancy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sacramento Valley Conservancy's sponsor-wide assets grew 49.0%, from $368K to $548K.
Where does Sacramento Valley Conservancy 403(b) Plan rank by assets among Form 5500 filers? ▼
Sacramento Valley Conservancy 403(b) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Sacramento Valley Conservancy 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Georgia Resource Center Defined Contribution Annuity Plan in GA ($458K, 15 participants).
Which Other plans cover a similar participant headcount to Sacramento Valley Conservancy 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan in NY (9 participants, N/A 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 680256214.

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.