Other · DOL Form 5500 · 2023
San Diego Hebrew Homes Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $36,712
- Avg per participant Low balance/head
Official DOL plan name: San Diego Hebrew Homes 403b Plan · Sponsored by San Diego Hebrew Homes · California · Healthcare & Social Assistance
$9M in assets, 250 participants
San Diego Hebrew Homes's San Diego Hebrew Homes 403b Plan reported $9M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,035 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
San Diego Hebrew Homes 403b Plan covers 250 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $9M.
- #11,035
- in Healthcare & Social Assistance (17,684 peers)
- +18.2%
- assets growth YoY
San Diego Hebrew Homes 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
San Diego Hebrew Homes 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,178,079 Top 43% higher than 57% 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
San Diego Hebrew Homes 403b 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. San Diego Hebrew Homes 403b Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego Hebrew Homes 403b Plan reported net income rose from -$485K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- San Diego Hebrew Homes 403b Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- San Diego Hebrew Homes 403b Plan reported participants rose from 230 in the plan year 2022 filing to 250 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951455284 · San Diego Hebrew Homes PY 2023 · Other
San Diego Hebrew Homes 403b Plan · $9M · 250 · 57th
- NET $9M
- BOOK 250
- VS-ST 57th
- BOY Other
- SCH near Section 403(b) Retirement Plan for South Shore Hospital Corporation
- EBSA ind #11035
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 →
San Diego Hebrew Homes 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 951455284 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Hebrew Homes)
Sponsor-wide plan assets over time
All San Diego Hebrew Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 12.725127506100552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $8M |
| 2023 | 1 | 250 | $9M |
| 2024 | 1 | 256 | $9M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
San Diego Hebrew Homes 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Section 403(b) Retirement Plan for South Shore Hospital Corporation in IL ($9M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Boston Ballet 403(b) Retirement Plan (MA) 250 · 0 off
- Lifecare Alliance 403(b) Retirement Plan (OH) 250 · 0 off
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat (WI) 250 · 0 off
- The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan (TX) 250 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.