Other · DOL Form 5500 · 2023
Legal Aid Foundation of Los Angeles Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $110,967
- Avg per participant Below avg balance/head
Official DOL plan name: Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan · Sponsored by Legal Aid Foundation of Los Angeles · California · Professional & Technical Services
$24M in assets, 212 participants
Legal Aid Foundation of Los Angeles's Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reported $24M in total assets and 212 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.
- #15,388 in Professional & Technical Services (20,321 peers)
Coverage in California
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan covers 212 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $24M.
- #15,388
- in Professional & Technical Services (20,321 peers)
- +10.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan's outsized position by total assets
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,525,082 Top 25% higher than 75% 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
Legal Aid Foundation of Los Angeles Tax Deferred Annuity 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. Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan reported participants rose from 182 in the plan year 2022 filing to 212 in the plan year 2023 filing.
- Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951684067 · Legal Aid Foundation of Los Angeles PY 2023 · Other
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan · $24M · 212 · 75th
- PCT $24M
- EIN 212
- RANK 75th
- PHOTO Other
- IND near Bonnie Brae Retirement Plan
- EOY ind #15388
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 Professional & Technical Services retirement plans → · Plans in California →
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 951684067 |
| Plan Effective Date | 1982-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid Foundation of Los Angeles)
Sponsor-wide plan assets over time
All Legal Aid Foundation of Los Angeles plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 26.48266031161834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $21M |
| 2023 | 1 | 212 | $24M |
| 2024 | 1 | 220 | $27M |
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
Legal Aid Foundation of Los Angeles Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Bonnie Brae Retirement Plan in NJ ($24M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Palmer Trinity School 403(b) DC Plan (FL) 212 · 0 off
- National Sept 11 Memorial & Museum 403(b) Plan (NY) 212 · 0 off
- American National Standards Institute 403(b) Plan (NY) 212 · 0 off
- Zoological Society of Pittsburgh 403(b) Plan (PA) 212 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.