Other · DOL Form 5500 · 2023

Pilgrim Place in Claremont Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
217
Participants Below avg headcount
52nd
Percentile by assets National rank
$34,417
Avg per participant Low balance/head
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Official DOL plan name: Pilgrim Place in Claremont 403(b) Plan · Sponsored by Pilgrim Place in Claremont · California · Healthcare & Social Assistance

$7M in assets, 217 participants

Pilgrim Place in Claremont's Pilgrim Place in Claremont 403(b) Plan reported $7M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,210 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Pilgrim Place in Claremont 403(b) Plan covers 217 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $7M.

#10,210
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY

Pilgrim Place in Claremont 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pilgrim Place in Claremont 403(b) Plan vs every filed plan by assets

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

$7,468,555 Top 48% higher than 52% 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

Pilgrim Place in Claremont 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. Pilgrim Place in Claremont 403(b) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pilgrim Place in Claremont 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pilgrim Place in Claremont 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pilgrim Place in Claremont 403(b) Plan reported participants rose from 191 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951691301 · Pilgrim Place in Claremont PY 2023 · Other

Pilgrim Place in Claremont 403(b) Plan · $7M · 217 · 52nd

  • SCH $7M
  • EBSA 217
  • PART 52nd
  • TYPE Other
  • NET near Treehouse 403(b) Retirement Plan
  • BOOK ind #10210

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 →

Pilgrim Place in Claremont 403(b) Plan in the asset neighbourhood

Thresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 403(b) PlanThresholds. Inc. Kent Reside…$7MPilgrim Place in Claremont 403(b) PlanPilgrim Place in Claremont 4…$7MTreehouse 403(b) Retirement PlanTreehouse 403(b) Retirement …$7MEast End Hospice, Inc. 403(b) PlanEast End Hospice, Inc. 403(b…$7MKingsley Montessori School Defined Contribution Retirement PlanKingsley Montessori School D…$7M
End-of-year total assets ($M) among Pilgrim Place in Claremont 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN951691301
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pilgrim Place in Claremont)

Sponsor-wide plan assets over time

All Pilgrim Place in Claremont plans reported in each filing year

Latest sponsor-wide plan assets
$8M 27.534318061066994% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.34M $8.09M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 191 $6M
2023 1 217 $7M
2024 1 206 $8M

Nearby Other Plans in California

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

Pilgrim Place in Claremont 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Pilgrim Place in Claremont 403(b) Plan, Total assets ($B): 0.007468555 · Participants: 217Pilgrim Place in Claremont 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
Pilgrim Place in Claremont 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Pilgrim Place in Claremont 403(b) Plan side-by-side with 3 peers →

Pilgrim Place in Claremont 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Treehouse 403(b) Retirement Plan in WA ($7M); by covered participants it is The Boston Home, Inc. Retirement Savings Plan in MA (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.

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 Pilgrim Place in Claremont 403(b) Plan assets move in 2023? ▼
Pilgrim Place in Claremont 403(b) Plan grew sharply - up 17.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Pilgrim Place in Claremont plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pilgrim Place in Claremont's sponsor-wide assets grew 27.5%, from $6M to $8M.
Which Other plans are similar in size to Pilgrim Place in Claremont 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Treehouse 403(b) Retirement Plan in WA ($7M, 183 participants).
Which Other plans cover a similar participant headcount to Pilgrim Place in Claremont 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Boston Home, Inc. Retirement Savings Plan in MA (217 participants, $8M 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 951691301.

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.