Other · DOL Form 5500 · 2023
Foothill Family Service Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 279
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $74,700
- Avg per participant Below avg balance/head
Official DOL plan name: Foothill Family Service 403b Plan · Sponsored by Foothill Family Service · California · Healthcare & Social Assistance
$21M in assets, 279 participants
Foothill Family Service's Foothill Family Service 403b Plan reported $21M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,730 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Foothill Family Service 403b Plan covers 279 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $21M.
- #13,730
- in Healthcare & Social Assistance (17,684 peers)
- +27.5%
- assets growth YoY
Foothill Family Service 403b Plan's outsized position by total assets
Foothill Family Service 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,841,397 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Foothill Family Service 403b 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. Foothill Family Service 403b Plan sits mid-pack in the medium band (279 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Foothill Family Service 403b Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Foothill Family Service 403b Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951690990 · Foothill Family Service PY 2023 · Other
Foothill Family Service 403b Plan · $21M · 279 · 73rd
- PCT $21M
- PCT 279
- PCT 73rd
- PCT Other
- PCT near Blythedale Children's Hospital Defined Contribution Plan
- PCT ind #13730
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 →
Foothill Family Service 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 951690990 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Foothill Family Service)
Sponsor-wide plan assets over time
All Foothill Family Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 52.03336025650439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $16M |
| 2023 | 1 | 279 | $21M |
| 2024 | 1 | 291 | $25M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Foothill Family Service 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Blythedale Children's Hospital Defined Contribution Plan in NY ($21M); by covered participants it is Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan in WA (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (279 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.