Other · DOL Form 5500 · 2023

Elwyn California Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
917
Participants Near avg headcount
62nd
Percentile by assets National rank
$12,723
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elwyn California Defined Contribution 403b Plan · Sponsored by Elwyn California · California · Healthcare & Social Assistance

$12M in assets, 917 participants

Elwyn California's Elwyn California Defined Contribution 403b Plan reported $12M in total assets and 917 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,908 in Healthcare & Social Assistance (17,684 peers)

Elwyn California multi-year trail

Elwyn California's plans moved +54.3% in assets from 2022 to 2024; this filing shows Elwyn California Defined Contribution 403b Plan at $12M / 917 participants.

#11,908
in Healthcare & Social Assistance (17,684 peers)
+27.8%
assets growth YoY

Elwyn California Defined Contribution 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Elwyn California Defined Contribution 403b Plan vs every filed plan by assets

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

$11,666,954 Top 38% higher than 62% 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

Elwyn California Defined Contribution 403b 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. Elwyn California Defined Contribution 403b Plan sits mid-pack in the medium band (917 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elwyn California Defined Contribution 403b Plan reported net income rose from -$512K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Elwyn California Defined Contribution 403b Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Elwyn California Defined Contribution 403b Plan reported participants fell from 954 in the plan year 2022 filing to 917 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261855027 · Elwyn California PY 2023 · Other

Elwyn California Defined Contribution 403b Plan · $12M · 917 · 62nd

  • IND $12M
  • EOY 917
  • 5500 62nd
  • ASSETS Other
  • PCT near First Presbyterian Day School, Inc. Tax Deferred Annuity Plan
  • EIN ind #11908

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 →

Elwyn California Defined Contribution 403b Plan in the asset neighbourhood

Elwyn California Defined Contribution 403b PlanElwyn California Defined Con…$12MFirst Presbyterian Day School, Inc. Tax Deferred Annuity PlanFirst Presbyterian Day Schoo…$12MCds Life Transitions 403(b) PlanCds Life Transitions 403(b) …$12MNew York Stem Cell Foundation 403(b) PlanNew York Stem Cell Foundatio…$12MColumbus Association for the Performing Arts 403(b) PlanColumbus Association for the…$12M
End-of-year total assets ($M) among Elwyn California Defined Contribution 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Elwyn California multi-year asset trail

Sponsor-wide plan assets over time

All Elwyn California plans reported in each filing year

Latest sponsor-wide plan assets
$14M 54.27935683677833% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.13M $14.1M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 954 $9M
2023 1 917 $12M
2024 1 903 $14M

Elwyn California filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN261855027
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Elwyn California Defined Contribution 403b Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Elwyn California Defined Contribution 403b Plan, Total assets ($B): 0.011666954 · Participants: 917Elwyn California Defined Contribution 403b 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
Elwyn California Defined Contribution 403b Plan vs. nearby Other plans in California, assets vs. participants
Compare Elwyn California Defined Contribution 403b Plan side-by-side with 3 peers →

Elwyn California Defined Contribution 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in GA ($12M); by covered participants it is Depaul Group, Inc. 403(b) Plan in NY (917 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (917 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 Elwyn California Defined Contribution 403b Plan assets move in 2023? ▼
Elwyn California Defined Contribution 403b Plan grew sharply - up 27.8% during 2023, from $9M to $12M. Reported net income was $3M.
How have Elwyn California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elwyn California's sponsor-wide assets grew 54.3%, from $9M to $14M.
Which Other plans are similar in size to Elwyn California Defined Contribution 403b Plan? ▼
Among Other plans in other states, the closest by assets is First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in GA ($12M, 137 participants).
Which Other plans cover a similar participant headcount to Elwyn California Defined Contribution 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Depaul Group, Inc. 403(b) Plan in NY (917 participants, $9M 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 261855027.

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.