Other · DOL Form 5500 · 2023

Elwyn California Retirement Plan

Data updated 2026-08-11

$12M
Total assets
917
Participants
62nd
Percentile by assets
$12,723
Avg per participant
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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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
917
covered participants
62nd
percentile by assets (of 127,072 plans)
$12,723
avg assets per participant

Where Elwyn California Defined Contribution 403b Plan sits by total assets

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 $2,010,000,000 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

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 →

State
California
Industry
Healthcare & Social Assistance

Elwyn California across 3 plan years on file

Across the 3 plan years Elwyn California has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $14M, a gain of 54.3%, while reported participants moved from 954 to 903 (-5.3%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($9M).

Elwyn California multi-year asset trail

$8M$10M$12M$14M$16M 202220232024 $9.13M $14.1M ▲ +54.2%
Total plan assets by year, all Elwyn California plans on file
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 ($B) Participants Elwyn California Def…, Total assets ($B): 0.011666954 · Participants: 917Elwyn California Def…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Elwyn California Defined Contribution 403b Plan vs. nearby Other plans in California, assets vs. participants
Compare Elwyn California Defined Contribution 40… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Elwyn California Defined Contribution 403b Plan by total assets, not by location.

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).

Next read for Elwyn California Defined Contribution 40…

Multi-year trail

Ways to act on Elwyn California Defined Contribution 403b Plan's numbers.

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.