401(k) · DOL Form 5500 · 2023

California Rehabilitation Serv 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
373
Participants Below avg headcount
62nd
Percentile by assets National rank
$31,653
Avg per participant Low balance/head
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Official DOL plan name: California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust · Sponsored by California Rehabilitation Serv · California · Healthcare & Social Assistance

$12M in assets, 373 participants

California Rehabilitation Serv's California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,953 in Healthcare & Social Assistance (17,684 peers)

California Rehabilitation Serv multi-year trail

California Rehabilitation Serv's plans moved -22.6% in assets from 2022 to 2024; this filing shows California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust at $12M / 373 participants.

#11,953
in Healthcare & Social Assistance (17,684 peers)
+16.2%
assets growth YoY

California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,806,612 Top 38% higher than 62% 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

California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust 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. California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954780771 · California Rehabilitation Serv PY 2023 · 401(k)

California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust · $12M · 373 · 62nd

  • RANK $12M
  • RANK 373
  • RANK 62nd
  • RANK 401(k)
  • RANK near Beacon Specialized Living 401(k) Plan
  • RANK ind #11953

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 →

California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

California Rehabilitation Serv 401(k) Profit Sharing Plan & TrustCalifornia Rehabilitation Se…$12MBeacon Specialized Living 401(k) PlanBeacon Specialized Living 40…$12MBoundless Enterprises, LLC 401(k) PlanBoundless Enterprises, LLC 4…$12MBigid 401(k) Plan$12MPri Mar Petroleum, Inc. 401(k) Savings PlanPri Mar Petroleum, Inc. 401(…$12M
End-of-year total assets ($M) among California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California Rehabilitation Serv multi-year asset trail

Sponsor-wide plan assets over time

All California Rehabilitation Serv plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.607445503605934% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $10.2M $7.87M ▼ -22.5%
Year Plans Participants Total Assets
2022 1 370 $10M
2023 1 373 $12M
2024 1 20 $8M

California Rehabilitation Serv filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN954780771
Plan Effective Date2003-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011806612 · Participants: 373California Rehabilitation Serv 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Beacon Specialized Living 401(k) Plan in MI ($12M); by covered participants it is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (373 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 California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust grew sharply - up 16.2% during 2023, from $10M to $12M. Reported net income was $2M.
How have California Rehabilitation Serv plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Rehabilitation Serv's sponsor-wide assets declined 22.6%, from $10M to $8M.
Which 401(k) plans are similar in size to California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beacon Specialized Living 401(k) Plan in MI ($12M, 1,090 participants).
Which 401(k) plans cover a similar participant headcount to California Rehabilitation Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants, $44M 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 954780771.

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.