Other · DOL Form 5500 · 2023
San Diego Hebrew Homes Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 250
- Participants
- 57th
- Percentile by assets
- $36,712
- Avg per participant
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.
- 57th percentile by assets (of 127,072 plans)
- #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.
- $9M
- total plan assets (2023 EOY)
- 250
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $36,712
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. San Diego Hebrew Homes 403b Plan reports 250 participants - about 40% of that state average ($9M EOY assets).
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)
| 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.
San Diego Hebrew Homes 403b Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to San Diego Hebrew Homes 403b Plan by total assets, not by location.
Frequently Asked Questions
How did San Diego Hebrew Homes 403b Plan assets move in 2023? ▼
How have San Diego Hebrew Homes plan assets changed over time? ▼
Which Other plans are similar in size to San Diego Hebrew Homes 403b Plan? ▼
Next read for San Diego Hebrew Homes 403b Plan
Filing takeaways
Ways to act on San Diego Hebrew Homes 403b Plan's numbers.
- By total assets, San Diego Hebrew Homes 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- San Diego Hebrew Homes's sponsor-wide assets have grown 12.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans