401(k) · DOL Form 5500 · 2023

Peninsula Family Service 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
138
Participants Small participant base
44th
Percentile by assets National rank
$34,894
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peninsula Family Service 403(b) Plan · Sponsored by Peninsula Family Service · California · Healthcare & Social Assistance

$5M in assets, 138 participants

Peninsula Family Service's Peninsula Family Service 403(b) Plan reported $5M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,373 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Peninsula Family Service 403(b) Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $5M.

#8,373
in Healthcare & Social Assistance (17,684 peers)
+15.1%
assets growth YoY

Peninsula Family Service 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Peninsula Family Service 403(b) Plan vs every filed plan by assets

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

$4,815,435 44th percentile higher than 44% 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

Peninsula Family Service 403(b) 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. Peninsula Family Service 403(b) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peninsula Family Service 403(b) Plan reported net income rose from $135K in the plan year 2022 filing to $631K in the plan year 2023 filing.
  • Peninsula Family Service 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Peninsula Family Service 403(b) Plan reported participants rose from 126 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941186169 · Peninsula Family Service PY 2023 · 401(k)

Peninsula Family Service 403(b) Plan · $5M · 138 · 44th

  • ASSETS $5M
  • ASSETS 138
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near Solara Surgical Partners 401(k) Plan
  • ASSETS ind #8373

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 →

Peninsula Family Service 403(b) Plan in the asset neighbourhood

Peninsula Family Service 403(b) PlanPeninsula Family Service 403…$5MSolara Surgical Partners 401(k) PlanSolara Surgical Partners 401…$5MSouthwestern Wisconsin Community Action Program, Inc. Retirement PlanSouthwestern Wisconsin Commu…$5MThe Hastings Automotive, Inc. Savings and Retirement Plan & TrustThe Hastings Automotive, Inc…$5MCalvert Street Capital Partners, Inc. 401(k) Profit Sharing PlanCalvert Street Capital Partn…$5M
End-of-year total assets ($M) among Peninsula Family Service 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$631K
Employer EIN941186169
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peninsula Family Service)

Sponsor-wide plan assets over time

All Peninsula Family Service plans reported in each filing year

Latest sponsor-wide plan assets
$7M 62.06216420043261% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.18M $6.78M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 126 $4M
2023 1 138 $5M
2024 1 168 $7M

Nearby 401(k) Plans in California

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

Peninsula Family Service 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peninsula Family Service 403(b) Plan, Total assets ($B): 0.004815435 · Participants: 138Peninsula Family Service 403(b) 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
Peninsula Family Service 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peninsula Family Service 403(b) Plan side-by-side with 3 peers →

Peninsula Family Service 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Solara Surgical Partners 401(k) Plan in TX ($5M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Peninsula Family Service 403(b) Plan assets move in 2023? ▼
Peninsula Family Service 403(b) Plan grew sharply - up 15.1% during 2023, from $4M to $5M. Reported net income was $631K.
How have Peninsula Family Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peninsula Family Service's sponsor-wide assets grew 62.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Peninsula Family Service 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solara Surgical Partners 401(k) Plan in TX ($5M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Peninsula Family Service 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 941186169.

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.