Other · DOL Form 5500 · 2023
Alternative Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $49,744
- Avg per participant Low balance/head
Official DOL plan name: Alternative Family Services Tax Sheltered Annuity Plan · Sponsored by Alternative Family Services, Inc. · California · Healthcare & Social Assistance
$5M in assets, 99 participants
Alternative Family Services, Inc.'s Alternative Family Services Tax Sheltered Annuity Plan reported $5M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,479 in Healthcare & Social Assistance (17,684 peers)
Alternative Family Services, Inc. multi-year trail
Alternative Family Services, Inc.'s plans moved +11.7% in assets from 2022 to 2024; this filing shows Alternative Family Services Tax Sheltered Annuity Plan at $5M / 99 participants.
- #8,479
- in Healthcare & Social Assistance (17,684 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $405K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alternative Family Services Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Alternative Family Services Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,924,645 44th percentile higher than 44% 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
Alternative Family Services Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alternative Family Services Tax Sheltered Annuity Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alternative Family Services Tax Sheltered Annuity Plan reported participants fell from 259 in the plan year 2022 filing to 99 in the plan year 2023 filing.
- Alternative Family Services Tax Sheltered Annuity Plan reported net income rose from -$491K in the plan year 2022 filing to -$405K in the plan year 2023 filing.
- Alternative Family Services Tax Sheltered Annuity Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942427088 · Alternative Family Services, Inc. PY 2023 · Other
Alternative Family Services Tax Sheltered Annuity Plan · $5M · 99 · 44th
- EOY $5M
- EOY 99
- EOY 44th
- EOY Other
- EOY near Central Missouri Community Action Er 403(b) Plan
- EOY ind #8479
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 →
Alternative Family Services Tax Sheltered Annuity Plan in the asset neighbourhood
Alternative Family Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Alternative Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 11.666176373471336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $5M |
| 2023 | 1 | 99 | $5M |
| 2024 | 1 | 124 | $6M |
Alternative Family Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$405K |
| Employer EIN | 942427088 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
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
Alternative Family Services Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Central Missouri Community Action Er 403(b) Plan in MO ($5M); by covered participants it is Graduate Management Admission Council Retirement Plan in VA (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.