Other · DOL Form 5500 · 2023

Carmel Valley Manor Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
143
Participants Small participant base
52nd
Percentile by assets National rank
$52,433
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carmel Valley Manor 403(b)(7) Plan · Sponsored by Carmel Valley Manor · California · Healthcare & Social Assistance

$7M in assets, 143 participants

Carmel Valley Manor's Carmel Valley Manor 403(b)(7) Plan reported $7M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,222 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Carmel Valley Manor 403(b)(7) Plan covers 143 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $7M.

#10,222
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY

Carmel Valley Manor 403(b)(7) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carmel Valley Manor 403(b)(7) Plan vs every filed plan by assets

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

$7,497,947 Top 48% higher than 52% 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

Carmel Valley Manor 403(b)(7) 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. Carmel Valley Manor 403(b)(7) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carmel Valley Manor 403(b)(7) Plan reported net income rose from -$902K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carmel Valley Manor 403(b)(7) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Carmel Valley Manor 403(b)(7) Plan reported participants fell from 152 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 946050476 · Carmel Valley Manor PY 2023 · Other

Carmel Valley Manor 403(b)(7) Plan · $7M · 143 · 52nd

  • BOOK $7M
  • VS-ST 143
  • BOY 52nd
  • SCH Other
  • EBSA near Mount Pisgah Christian School 403(b) Plan and Trust
  • PART ind #10222

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 →

Carmel Valley Manor 403(b)(7) Plan in the asset neighbourhood

Carmel Valley Manor 403(b)(7) PlanCarmel Valley Manor 403(b)(7…$7MMount Pisgah Christian School 403(b) Plan and TrustMount Pisgah Christian Schoo…$8M403(b) Thrift Plan of Fort Worth Christian School, Inc.403(b) Thrift Plan of Fort W…$8MNew Classrooms Innovation Partners for Learning 403(b) PlanNew Classrooms Innovation Pa…$7MEmployee Benefit Plan of Child Development ResourcesEmployee Benefit Plan of Chi…$7M
End-of-year total assets ($M) among Carmel Valley Manor 403(b)(7) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN946050476
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmel Valley Manor)

Sponsor-wide plan assets over time

All Carmel Valley Manor plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.915831525228775% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.21M $8.44M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 152 $6M
2023 1 143 $7M
2024 1 145 $8M

Nearby Other Plans in California

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

Carmel Valley Manor 403(b)(7) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Carmel Valley Manor 403(b)(7) Plan, Total assets ($B): 0.007497947 · Participants: 143Carmel Valley Manor 403(b)(7) 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
Carmel Valley Manor 403(b)(7) Plan vs. nearby Other plans in California, assets vs. participants
Compare Carmel Valley Manor 403(b)(7) Plan side-by-side with 3 peers →

Carmel Valley Manor 403(b)(7) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Mount Pisgah Christian School 403(b) Plan and Trust in GA ($8M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Carmel Valley Manor 403(b)(7) Plan assets move in 2023? ▼
Carmel Valley Manor 403(b)(7) Plan grew sharply - up 20.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Carmel Valley Manor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmel Valley Manor's sponsor-wide assets grew 35.9%, from $6M to $8M.
Which Other plans are similar in size to Carmel Valley Manor 403(b)(7) Plan? ▼
Among Other plans in other states, the closest by assets is Mount Pisgah Christian School 403(b) Plan and Trust in GA ($8M, 190 participants).
Which Other plans cover a similar participant headcount to Carmel Valley Manor 403(b)(7) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (143 participants, $35M 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 946050476.

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.