401(k) · DOL Form 5500 · 2023

Self Help for the Elderly 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
391
Participants Below avg headcount
65th
Percentile by assets National rank
$34,799
Avg per participant Low balance/head
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Official DOL plan name: The 403(b) Thrift Plan of Self Help for the Elderly · Sponsored by Self Help for the Elderly · California · Healthcare & Social Assistance

$14M in assets, 391 participants

Self Help for the Elderly's The 403(b) Thrift Plan of Self Help for the Elderly reported $14M in total assets and 391 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,444 in Healthcare & Social Assistance (17,684 peers)

Self Help for the Elderly multi-year trail

Self Help for the Elderly's plans moved +29.4% in assets from 2022 to 2024; this filing shows The 403(b) Thrift Plan of Self Help for the Elderly at $14M / 391 participants.

#12,444
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY

The 403(b) Thrift Plan of Self Help for the Elderly's mid-pack asset rank among Healthcare & Social Assistance and all filers

The 403(b) Thrift Plan of Self Help for the Elderly vs every filed plan by assets

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

$13,606,430 Top 35% higher than 65% 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

The 403(b) Thrift Plan of Self Help for the Elderly 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. The 403(b) Thrift Plan of Self Help for the Elderly sits mid-pack in the medium band (391 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 403(b) Thrift Plan of Self Help for the Elderly reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The 403(b) Thrift Plan of Self Help for the Elderly end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The 403(b) Thrift Plan of Self Help for the Elderly reported participants rose from 382 in the plan year 2022 filing to 391 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941750717 · Self Help for the Elderly PY 2023 · 401(k)

The 403(b) Thrift Plan of Self Help for the Elderly · $14M · 391 · 65th

  • IND $14M
  • IND 391
  • IND 65th
  • IND 401(k)
  • IND near Krone NA Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #12444

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 →

The 403(b) Thrift Plan of Self Help for the Elderly in the asset neighbourhood

The 403(b) Thrift Plan of Self Help for the ElderlyThe 403(b) Thrift Plan of Se…$14MKrone NA Inc 401(k) Profit Sharing Plan & TrustKrone NA Inc 401(k) Profit S…$14MMiami Nation Enterprises 401(k) Profit Sharing PlanMiami Nation Enterprises 401…$14MMicrometl Corporation 401(k) PlanMicrometl Corporation 401(k)…$14MEmpres Healthcare 401(k) Plan$14M
End-of-year total assets ($M) among The 403(b) Thrift Plan of Self Help for the Elderly and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Self Help for the Elderly multi-year asset trail

Sponsor-wide plan assets over time

All Self Help for the Elderly plans reported in each filing year

Latest sponsor-wide plan assets
$16M 29.407218373804916% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $15.9M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 382 $12M
2023 1 391 $14M
2024 1 423 $16M

Self Help for the Elderly filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN941750717
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The 403(b) Thrift Plan of Self Help for the Elderly vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The 403(b) Thrift Plan of Self Help for the Elderly, Total assets ($B): 0.01360643 · Participants: 391The 403(b) Thrift Plan of Self Help for the ElderlyWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The 403(b) Thrift Plan of Self Help for the Elderly vs. nearby 401(k) plans in California, assets vs. participants
Compare The 403(b) Thrift Plan of Self Help for the Elderly side-by-side with 3 peers →

The 403(b) Thrift Plan of Self Help for the Elderly's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Krone NA Inc 401(k) Profit Sharing Plan & Trust in MS ($14M); by covered participants it is Peoplefluent, Inc. 401(k) Plan in NC (391 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (391 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 The 403(b) Thrift Plan of Self Help for the Elderly assets move in 2023? ▼
The 403(b) Thrift Plan of Self Help for the Elderly grew at a solid clip - up 11.1% during 2023, from $12M to $14M. Reported net income was $1M.
How have Self Help for the Elderly plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Help for the Elderly's sponsor-wide assets grew 29.4%, from $12M to $16M.
Which 401(k) plans are similar in size to The 403(b) Thrift Plan of Self Help for the Elderly? ▼
Among 401(k) plans in other states, the closest by assets is Krone NA Inc 401(k) Profit Sharing Plan & Trust in MS ($14M, 135 participants).
Which 401(k) plans cover a similar participant headcount to The 403(b) Thrift Plan of Self Help for the Elderly? ▼
Among 401(k) plans in other states, the closest by covered participants is Peoplefluent, Inc. 401(k) Plan in NC (391 participants, $52M 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 941750717.

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.