Other · DOL Form 5500 · 2023

Center for Elders Independence Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
353
Participants Below avg headcount
75th
Percentile by assets National rank
$63,876
Avg per participant Low balance/head
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Official DOL plan name: Center for Elders' Independence 403(b) Plan · Sponsored by Center for Elders Independence · California · Real Estate

$23M in assets, 353 participants

Center for Elders Independence's Center for Elders' Independence 403(b) Plan reported $23M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,178 in Real Estate (4,727 peers)

Where Center for Elders' Independence 403(b) Plan sits by assets

Center for Elders' Independence 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 353 participants (~$63,876/participant), up 26.7% in 2023.

#4,178
in Real Estate (4,727 peers)
+26.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Center for Elders' Independence 403(b) Plan's outsized position by total assets

Center for Elders' Independence 403(b) Plan vs every filed plan by assets

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

$22,548,222 Top 25% higher than 75% 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

Center for Elders' Independence 403(b) 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. Center for Elders' Independence 403(b) Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Center for Elders' Independence 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Center for Elders' Independence 403(b) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Center for Elders' Independence 403(b) Plan reported participants rose from 331 in the plan year 2022 filing to 353 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943123446 · Center for Elders Independence PY 2023 · Other

Center for Elders' Independence 403(b) Plan · $23M · 353 · 75th

  • RANK $23M
  • RANK 353
  • RANK 75th
  • RANK Other
  • RANK near Lifecenter Northwest 403(b) Retirement Plan
  • RANK ind #4178

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 Real Estate retirement plans → · Plans in California →

Center for Elders' Independence 403(b) Plan in the asset neighbourhood

Foundation for the National Institutes of Health 403(b) DC PlanFoundation for the National …$23MCenter for Elders' Independence 403(b) PlanCenter for Elders' Independe…$23MLifecenter Northwest 403(b) Retirement PlanLifecenter Northwest 403(b) …$23MGoodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement PlanGoodwill Industries of North…$23MChapin Hall Center for Children 403(b) PlanChapin Hall Center for Child…$23M
End-of-year total assets ($M) among Center for Elders' Independence 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN943123446
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Elders Independence)

Sponsor-wide plan assets over time

All Center for Elders Independence plans reported in each filing year

Latest sponsor-wide plan assets
$28M 56.555636348923954% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $27.9M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 331 $18M
2023 1 353 $23M
2024 1 372 $28M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Center for Elders' Independence 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Center for Elders' Independence 403(b) Plan, Total assets ($B): 0.022548222 · Participants: 353Center for Elders' Independence 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Center for Elders' Independence 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Center for Elders' Independence 403(b) Plan side-by-side with 3 peers →

Center for Elders' Independence 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lifecenter Northwest 403(b) Retirement Plan in WA ($23M); by covered participants it is Lifeserve Retirement Plan in IA (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Center for Elders' Independence 403(b) Plan assets move in 2023? ▼
Center for Elders' Independence 403(b) Plan grew sharply - up 26.7% during 2023, from $18M to $23M. Reported net income was $5M.
How have Center for Elders Independence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Elders Independence's sponsor-wide assets grew 56.6%, from $18M to $28M.
Where does Center for Elders' Independence 403(b) Plan rank by assets among Form 5500 filers? ▼
Center for Elders' Independence 403(b) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Center for Elders' Independence 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Lifecenter Northwest 403(b) Retirement Plan in WA ($23M, 210 participants).
Which Other plans cover a similar participant headcount to Center for Elders' Independence 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lifeserve Retirement Plan in IA (353 participants, $19M 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 943123446.

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.