Other · DOL Form 5500 · 2023

ADJOIN Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 291
Participants Below avg headcount: 38th
Percentile by assets National rank: $11,776
Avg per participant Low balance/head

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Official DOL plan name: Adjoin 403(b) Plan · Sponsored by ADJOIN · California · Healthcare & Social Assistance

$3M in assets, 291 participants

ADJOIN's Adjoin 403(b) Plan reported $3M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#6,988 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Adjoin 403(b) Plan covers 291 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,988
in Healthcare & Social Assistance (17,684 peers): +12.2%
assets growth YoY

Adjoin 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Adjoin 403(b) Plan vs every filed plan by assets

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

$3,426,804 38th percentile higher than 38% 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

Adjoin 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. Adjoin 403(b) Plan sits mid-pack in the medium band (291 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Adjoin 403(b) Plan reported net income rose from -$347K in the plan year 2022 filing to $372K in the plan year 2023 filing.
Adjoin 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Adjoin 403(b) Plan reported participants rose from 287 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330008269 · ADJOIN PY 2023 · Other

Adjoin 403(b) Plan · $3M · 291 · 38th

5500 $3M
5500 291
5500 38th
5500 Other
5500 near J.B. Speed Art Museum DC Plan
5500 ind #6988

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 →

End-of-year total assets ($M) among Adjoin 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$372K
Employer EIN	330008269
Plan Effective Date	1995-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (ADJOIN)

Latest sponsor-wide plan assets: $4M 31.973754600736903% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	287	$3M
2023	1	291	$3M
2024	1	244	$4M

Nearby Other Plans in California

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

Adjoin 403(b) 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

Compare Adjoin 403(b) Plan side-by-side with 3 peers →

Adjoin 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is J.B. Speed Art Museum DC Plan in KY ($3M); by covered participants it is Gift of Life Donor Program 403(b) Plan in PA (291 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

J.B. Speed Art Museum DC Plan (KY) $3M · 55
Keiro Northwest 403(b) Plan (WA) $3M · 61
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Seminole Nation of Oklahoma (OK) $3M · 311
Family Resources 403(b) Retirement Plan (FL) $3M · 89

Similar participant headcount

Nearest other-state filings by covered participants (291 participants); asset peers above are excluded.

Gift of Life Donor Program 403(b) Plan (PA) 291 · 0 off
Orleans Community Health Retirement Savings 403(b) Plan (NY) 291 · 0 off
Shady Side Academy Retirement Plan (PA) 290 · 1 off
Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan (CT) 290 · 1 off

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 Adjoin 403(b) Plan assets move in 2023? ▼

Adjoin 403(b) Plan grew at a solid clip - up 12.2% during 2023, from $3M to $3M. Reported net income was $372K.

How have ADJOIN plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), ADJOIN's sponsor-wide assets grew 32.0%, from $3M to $4M.

Which Other plans are similar in size to Adjoin 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is J.B. Speed Art Museum DC Plan in KY ($3M, 55 participants).

Which Other plans cover a similar participant headcount to Adjoin 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Gift of Life Donor Program 403(b) Plan in PA (291 participants, $63M 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 330008269.