Other · DOL Form 5500 · 2023
Family Health Centers of San Diego Retirement Plan
Data updated 2026-08-25
- $146M
- Total assets Near avg plan size
- 2,245
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $65,209
- Avg per participant Low balance/head
Official DOL plan name: Family Health Centers of San Diego Tax Deferred Annuity Plan · Sponsored by Family Health Centers of San Diego · California · Healthcare & Social Assistance
$146M in assets, 2,245 participants
Family Health Centers of San Diego's Family Health Centers of San Diego Tax Deferred Annuity Plan reported $146M in total assets and 2,245 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,669 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Family Health Centers of San Diego Tax Deferred Annuity Plan covers 2,245 participants in California, 3.6x the typical California plan (state average ~630 per filing). Assets: $146M.
- #16,669
- in Healthcare & Social Assistance (17,684 peers)
- +29.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Family Health Centers of San Diego Tax Deferred Annuity Plan's outsized position by total assets
Family Health Centers of San Diego Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$146,395,080 Top 7% higher than 93% 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
Family Health Centers of San Diego Tax Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Health Centers of San Diego Tax Deferred Annuity Plan lands in the large band (2,245 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Health Centers of San Diego Tax Deferred Annuity Plan reported net income rose from -$13M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Family Health Centers of San Diego Tax Deferred Annuity Plan end-of-year assets rose from $113M in the plan year 2022 filing to $146M in the plan year 2023 filing.
- Family Health Centers of San Diego Tax Deferred Annuity Plan reported participants rose from 2,117 in the plan year 2022 filing to 2,245 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 952833205 · Family Health Centers of San Diego PY 2023 · Other
Family Health Centers of San Diego Tax Deferred Annuity Plan · $146M · 2,245 · 93rd
- EIN $146M
- RANK 2,245
- PHOTO 93rd
- IND Other
- EOY near Gti Supplemental Retirement Annuity Plan
- 5500 ind #16669
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 →
Family Health Centers of San Diego Tax Deferred Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $33M |
| Employer EIN | 952833205 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Health Centers of San Diego)
Sponsor-wide plan assets over time
All Family Health Centers of San Diego plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 54.27680487136251% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,117 | $113M |
| 2023 | 1 | 2,245 | $146M |
| 2024 | 1 | 2,375 | $175M |
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
Family Health Centers of San Diego Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Gti Supplemental Retirement Annuity Plan in IL ($146M); by covered participants it is Southeasthealth Retirement Plan in MO (2,248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146M here).
- Gti Supplemental Retirement Annuity Plan (IL) $146M · 300
- The Washington Hospital Retirement & Savings Plan (PA) $146M · 1,470
- Susquehanna University Retirement Plan (PA) $146M · 506
- Berry College Defined Contribution Plan (GA) $146M · 642
Similar participant headcount
Nearest other-state filings by covered participants (2,245 participants); asset peers above are excluded.
- Southeasthealth Retirement Plan (MO) 2,248 · 3 off
- Chimes International Limited 403(b) Plan (MD) 2,249 · 4 off
- Tax-Deferred Annuity Plan for Scope Education Services (NY) 2,249 · 4 off
- Henry M. Jackson Foundation Defined Contribution Retirement Plan (MD) 2,255 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.