Other · DOL Form 5500 · 2023

Helen Woodward Animal Center Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
176
Participants Small participant base
49th
Percentile by assets National rank
$35,510
Avg per participant Low balance/head
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Official DOL plan name: Helen Woodward Animal Center 403(b) Retirement Plan · Sponsored by Helen Woodward Animal Center · California · Other Services

$6M in assets, 176 participants

Helen Woodward Animal Center's Helen Woodward Animal Center 403(b) Retirement Plan reported $6M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,431 in Other Services (7,857 peers)

Coverage in California

Helen Woodward Animal Center 403(b) Retirement Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $6M.

#5,431
in Other Services (7,857 peers)
+27.8%
assets growth YoY

Helen Woodward Animal Center 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Helen Woodward Animal Center 403(b) Retirement Plan vs every filed plan by assets

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

$6,249,795 49th percentile higher than 49% 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

Helen Woodward Animal Center 403(b) Retirement 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. Helen Woodward Animal Center 403(b) Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helen Woodward Animal Center 403(b) Retirement Plan reported net income rose from -$824K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Helen Woodward Animal Center 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Helen Woodward Animal Center 403(b) Retirement Plan reported participants rose from 166 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237228287 · Helen Woodward Animal Center PY 2023 · Other

Helen Woodward Animal Center 403(b) Retirement Plan · $6M · 176 · 49th

  • IND $6M
  • IND 176
  • IND 49th
  • IND Other
  • IND near Prism Health North Texas Retirement Savings Plan
  • IND ind #5431

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 Other Services retirement plans → · Plans in California →

Helen Woodward Animal Center 403(b) Retirement Plan in the asset neighbourhood

Helen Woodward Animal Center 403(b) Retirement PlanHelen Woodward Animal Center…$6MPrism Health North Texas Retirement Savings PlanPrism Health North Texas Ret…$6MA.a. World Services, Inc. and a.a. Grapevine, Inc. Defined Contribution Retirement PlanA.a. World Services, Inc. an…$6MUnited Ability, Inc. 403(b) Retirement PlanUnited Ability, Inc. 403(b) …$6MThe Loomis Communities 403(b) Retirement PlanThe Loomis Communities 403(b…$6M
End-of-year total assets ($M) among Helen Woodward Animal Center 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN237228287
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen Woodward Animal Center)

Sponsor-wide plan assets over time

All Helen Woodward Animal Center plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.41319188636927% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.89M $7.36M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 166 $5M
2023 1 176 $6M
2024 1 180 $7M

Nearby Other Plans in California

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

Helen Woodward Animal Center 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Helen Woodward Animal Center 403(b) Retirement Plan, Total assets ($B): 0.006249795 · Participants: 176Helen Woodward Animal Center 403(b) Retirement 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
Helen Woodward Animal Center 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Helen Woodward Animal Center 403(b) Retirement Plan side-by-side with 3 peers →

Helen Woodward Animal Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Prism Health North Texas Retirement Savings Plan in TX ($6M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (176 participants). Same-state nearby plans are listed separately above.

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 Helen Woodward Animal Center 403(b) Retirement Plan assets move in 2023? ▼
Helen Woodward Animal Center 403(b) Retirement Plan grew sharply - up 27.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Helen Woodward Animal Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helen Woodward Animal Center's sponsor-wide assets grew 50.4%, from $5M to $7M.
Which Other plans are similar in size to Helen Woodward Animal Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Prism Health North Texas Retirement Savings Plan in TX ($6M, 245 participants).
Which Other plans cover a similar participant headcount to Helen Woodward Animal Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Covenant College Retirement Plan Defined Contribution in GA (176 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 237228287.

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.