Other · DOL Form 5500 · 2023

Aldea Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 118
Participants Small participant base: 54th
Percentile by assets National rank: $68,544
Avg per participant Below avg balance/head

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Official DOL plan name: Aldea Inc. 403b Plan · Sponsored by Aldea Inc. · California · Healthcare & Social Assistance

$8M in assets, 118 participants

Aldea Inc.'s Aldea Inc. 403b Plan reported $8M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#10,532 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Aldea Inc. 403b Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,532
in Healthcare & Social Assistance (17,684 peers): +22.9%
assets growth YoY

Aldea Inc. 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aldea Inc. 403b Plan vs every filed plan by assets

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

$8,088,230 Top 46% higher than 54% 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

Aldea Inc. 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. Aldea Inc. 403b Plan sits mid-pack in the medium band (118 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Aldea Inc. 403b Plan reported net income rose from -$535K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Aldea Inc. 403b Plan reported participants rose from 96 in the plan year 2022 filing to 118 in the plan year 2023 filing.
Aldea Inc. 403b Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942159248 · Aldea Inc. PY 2023 · Other

Aldea Inc. 403b Plan · $8M · 118 · 54th

BOY $8M
SCH 118
EBSA 54th
PART Other
TYPE near Bertrand Chaffee Hospital 403 B Retirement Plan
NET ind #10532

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 →

End-of-year total assets ($M) among Aldea Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	942159248
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aldea Inc.)

Latest sponsor-wide plan assets: $8M 19.784781823116447% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	96	$7M
2023	1	118	$8M
2024	1	120	$8M

Nearby Other Plans in California

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

Aldea Inc. 403b Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Aldea Inc. 403b Plan side-by-side with 3 peers →

Aldea Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Bertrand Chaffee Hospital 403 B Retirement Plan in NY ($8M); by covered participants it is Lincoln Institute of Land Policy 403(b) Retirement Plan in MA (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Bertrand Chaffee Hospital 403 B Retirement Plan (NY) $8M · 192
Woodfords Family Services 403b Plan (ME) $8M · 389
Retirement Plan of Action for a Better Community, Inc. (NY) $8M · 277
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan (DC) $8M · 89

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

Lincoln Institute of Land Policy 403(b) Retirement Plan (MA) 118 · 0 off
Accesslex Institute 403(b) Plan (PA) 118 · 0 off
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. (MA) 118 · 0 off
International Fellowship of Christians and Jews 403(b) Retirement Plan (IL) 118 · 0 off

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 Aldea Inc. 403b Plan assets move in 2023? ▼

Aldea Inc. 403b Plan grew sharply - up 22.9% during 2023, from $7M to $8M. Reported net income was $2M.

How have Aldea Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aldea Inc.'s sponsor-wide assets grew 19.8%, from $7M to $8M.

Which Other plans are similar in size to Aldea Inc. 403b Plan? ▼

Among Other plans in other states, the closest by assets is Bertrand Chaffee Hospital 403 B Retirement Plan in NY ($8M, 192 participants).

Which Other plans cover a similar participant headcount to Aldea Inc. 403b Plan? ▼

Among Other plans in other states, the closest by covered participants is Lincoln Institute of Land Policy 403(b) Retirement Plan in MA (118 participants, $50M 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 942159248.