Other · DOL Form 5500 · 2022
Brethren Hillcrest Homes Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $38,476
- Avg per participant Low balance/head
Official DOL plan name: Brethren Hillcrest Homes 403(b) Plan · Sponsored by Brethren Hillcrest Homes · California · Healthcare & Social Assistance
$9M in assets, 223 participants
Brethren Hillcrest Homes's Brethren Hillcrest Homes 403(b) Plan reported $9M in total assets and 223 participants in its 2022 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.
- #13,544 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Brethren Hillcrest Homes 403(b) Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $9M.
- #13,544
- in Healthcare & Social Assistance (20,060 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brethren Hillcrest Homes 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brethren Hillcrest Homes 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,580,079 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brethren Hillcrest Homes 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brethren Hillcrest Homes 403(b) Plan sits mid-pack in the medium band (223 participants).
Form 5500 schedule snapshot
Filing strip 951809564 · Brethren Hillcrest Homes PY 2022 · Other
Brethren Hillcrest Homes 403(b) Plan · $9M · 223 · 62nd
- PART $9M
- PART 223
- PART 62nd
- PART Other
- PART near Multnomah University 403(b) Retirement Plan
- PART ind #13544
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 →
Brethren Hillcrest Homes 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 951809564 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brethren Hillcrest Homes)
Sponsor-wide plan assets over time
All Brethren Hillcrest Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 32.22620677501921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $9M |
| 2023 | 2 | 498 | $19M |
| 2024 | 1 | 197 | $11M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Brethren Hillcrest Homes 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Multnomah University 403(b) Retirement Plan in OR ($9M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) 223 · 0 off
- Caring People Alliance Defined Contribution Retirement Plan (PA) 223 · 0 off
- Lakeside School Defined Contribution Retirement Plan (WA) 223 · 0 off
- Montverde Academy Retirement Plan (FL) 223 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.