Other · DOL Form 5500 · 2023
Youth Development Institute Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $25,212
- Avg per participant Low balance/head
Official DOL plan name: Youth Development Institute 403(b) Plan · Sponsored by Youth Development Institute · Arizona · Healthcare & Social Assistance
$4M in assets, 140 participants
Youth Development Institute's Youth Development Institute 403(b) Plan reported $4M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,084 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Youth Development Institute 403(b) Plan covers 140 participants in Arizona, about 25% of the average Arizona filer (state average ~564 per filing). Assets: $4M.
- #7,084
- in Healthcare & Social Assistance (17,684 peers)
- -6.5%
- assets change YoY
The plan reported a net loss of $244K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Youth Development Institute 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Youth Development Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,529,662 38th percentile higher than 38% 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
Youth Development Institute 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. Youth Development Institute 403(b) Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Youth Development Institute 403(b) Plan reported net income rose from -$426K in the plan year 2022 filing to -$244K in the plan year 2023 filing.
- Youth Development Institute 403(b) Plan reported participants fell from 157 in the plan year 2022 filing to 140 in the plan year 2023 filing.
- Youth Development Institute 403(b) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860841341 · Youth Development Institute PY 2023 · Other
Youth Development Institute 403(b) Plan · $4M · 140 · 38th
- BOOK $4M
- BOOK 140
- BOOK 38th
- BOOK Other
- BOOK near Alliance Healthcare Services Employee Retirement
- BOOK ind #7084
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 Arizona →
Youth Development Institute 403(b) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$244K |
| Employer EIN | 860841341 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Youth Development Institute)
Sponsor-wide plan assets over time
All Youth Development Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.356390414828208% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $4M |
| 2023 | 1 | 140 | $4M |
| 2024 | 1 | 151 | $4M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Youth Development Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Alliance Healthcare Services Employee Retirement in TN ($4M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Staten Island Academy Defined Contribution Retirement Plan (NY) 140 · 0 off
- Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan (DC) 140 · 0 off
- General John J. Pershing Memorial Hospital Association 403(b) Plan (MO) 140 · 0 off
- Visiting Nurse Association and Hospice of Vermont and New Hampshire, Inc. 403(b) Plan (VT) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.