401(k) · DOL Form 5500 · 2023

Children's Home of Stockton 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
61
Participants Small participant base
36th
Percentile by assets National rank
$51,363
Avg per participant Low balance/head
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Official DOL plan name: Children's Home of Stockton 401(k) Profit Sharing Plan · Sponsored by Children's Home of Stockton · California · Healthcare & Social Assistance

$3M in assets, 61 participants

Children's Home of Stockton's Children's Home of Stockton 401(k) Profit Sharing Plan reported $3M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,624 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Children's Home of Stockton 401(k) Profit Sharing Plan holds $3M for 61 participants - about $51,363 per participant, in the lower half of filed plans by assets.

#6,624
in Healthcare & Social Assistance (17,684 peers)
-2.6%
assets change YoY

The plan reported a net loss of $84K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Children's Home of Stockton 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Children's Home of Stockton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,133,113 36th percentile higher than 36% 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

Children's Home of Stockton 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Children's Home of Stockton 401(k) Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Children's Home of Stockton 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$84K in the plan year 2023 filing.
  • Children's Home of Stockton 401(k) Profit Sharing Plan reported participants fell from 64 in the plan year 2022 filing to 61 in the plan year 2023 filing.
  • Children's Home of Stockton 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 940382320 · Children's Home of Stockton PY 2023 · 401(k)

Children's Home of Stockton 401(k) Profit Sharing Plan · $3M · 61 · 36th

  • NET $3M
  • BOOK 61
  • VS-ST 36th
  • BOY 401(k)
  • SCH near Wayne Metals, LLC 401(k) Plan
  • EBSA ind #6624

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 →

Children's Home of Stockton 401(k) Profit Sharing Plan in the asset neighbourhood

Children's Home of Stockton 401(k) Profit Sharing PlanChildren's Home of Stockton …$3MWayne Metals, LLC 401(k) Plan$3MSchmidt Family Restaurant Group 401(k) PlanSchmidt Family Restaurant Gr…$3MNorthstar Solutions Group 401(k) PlanNorthstar Solutions Group 40…$3M403(b) Thrift Plan of Taconic Innovations, Inc.403(b) Thrift Plan of Taconi…$3M
End-of-year total assets ($M) among Children's Home of Stockton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$84K
Employer EIN940382320
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Home of Stockton)

Sponsor-wide plan assets over time

All Children's Home of Stockton plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.862312925000887% vs 2022
2024 filing year
$3M$3.1M$3.2M$3.3M$3.4M$3.5M 202220232024 $3.22M $3.44M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 64 $3M
2023 1 61 $3M
2024 1 56 $3M

Nearby 401(k) Plans in California

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

Children's Home of Stockton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Children's Home of Stockton 401(k) Profit Sharing Plan, Total assets ($B): 0.003133113 · Participants: 61Children's Home of Stockton 401(k) Profit Sharing PlanWells 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
Children's Home of Stockton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Children's Home of Stockton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Children's Home of Stockton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wayne Metals, LLC 401(k) Plan in IN ($3M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Children's Home of Stockton 401(k) Profit Sharing Plan assets move in 2023? ▼
Children's Home of Stockton 401(k) Profit Sharing Plan edged down modestly - down 2.6% during 2023, from $3M to $3M. Reported net income was -$84K.
How have Children's Home of Stockton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Children's Home of Stockton's sponsor-wide assets grew 6.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Children's Home of Stockton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wayne Metals, LLC 401(k) Plan in IN ($3M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Children's Home of Stockton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants, N/A 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 940382320.

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.