401(k) · DOL Form 5500 · 2023
Odd Fellows Home of California 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 504
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $28,642
- Avg per participant Low balance/head
Official DOL plan name: The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan · Sponsored by Odd Fellows Home of California · Oregon · Healthcare & Social Assistance
$14M in assets, 504 participants
Odd Fellows Home of California's The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan reported $14M in total assets and 504 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #12,647 in Healthcare & Social Assistance (17,684 peers)
Odd Fellows Home of California multi-year trail
Odd Fellows Home of California's plans moved +44.1% in assets from 2022 to 2024; this filing shows The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan at $14M / 504 participants.
- #12,647
- in Healthcare & Social Assistance (17,684 peers)
- +26.9%
- assets growth YoY
The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,435,736 Top 34% higher than 66% 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
The Meadows of Napa Valley & Saratoga Retirement Community 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. The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan sits mid-pack in the medium band (504 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan reported participants fell from 514 in the plan year 2022 filing to 504 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 941251113 · Odd Fellows Home of California PY 2023 · 401(k)
The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan · $14M · 504 · 66th
- IND $14M
- IND 504
- IND 66th
- IND 401(k)
- IND near Continuum of Care Inc 401(k) Profit Sharing Plan & Trust
- IND ind #12647
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 Oregon →
The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan in the asset neighbourhood
Odd Fellows Home of California multi-year asset trail
Sponsor-wide plan assets over time
All Odd Fellows Home of California plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 44.10404581599278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 514 | $11M |
| 2023 | 1 | 504 | $14M |
| 2024 | 1 | 547 | $16M |
Odd Fellows Home of California filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 941251113 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
The Meadows of Napa Valley & Saratoga Retirement Community 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Continuum of Care Inc 401(k) Profit Sharing Plan & Trust in CT ($14M); by covered participants it is The Inform Diagnostics, Inc. 401(k) Plan in TX (504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Continuum of Care Inc 401(k) Profit Sharing Plan & Trust (CT) $14M · 806
- Gold Star Foods 401(k) Retirement Savings Plan (CA) $14M · 561
- Aoa 401(k) Plan (MO) $14M · 74
- The Mohave Plan (AZ) $14M · 248
Similar participant headcount
Nearest other-state filings by covered participants (504 participants); asset peers above are excluded.
- The Inform Diagnostics, Inc. 401(k) Plan (TX) 504 · 0 off
- Apple Valley Ford Retirement Savings Plan (MN) 504 · 0 off
- Dine' Development Corporation 401(k) Plan (AZ) 504 · 0 off
- Green Tokai Co., Ltd. 401(k) Plan (OH) 504 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.