Other · DOL Form 5500 · 2023

California Vocations, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
163
Participants Small participant base
31st
Percentile by assets National rank
$12,659
Avg per participant Low balance/head
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Official DOL plan name: California Vocations, Inc. Employer Matching Retirement Plan · Sponsored by California Vocations, Inc. · California · Healthcare & Social Assistance

$2M in assets, 163 participants

California Vocations, Inc.'s California Vocations, Inc. Employer Matching Retirement Plan reported $2M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,218 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

California Vocations, Inc. Employer Matching Retirement Plan covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $2M.

#5,218
in Healthcare & Social Assistance (17,684 peers)
+21.6%
assets growth YoY

California Vocations, Inc. Employer Matching Retirement Plan among the smaller filed plans by assets

California Vocations, Inc. Employer Matching Retirement Plan vs every filed plan by assets

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

$2,063,427 31st percentile higher than 31% 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

California Vocations, Inc. Employer Matching 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. California Vocations, Inc. Employer Matching Retirement Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Vocations, Inc. Employer Matching Retirement Plan reported net income rose from -$193K in the plan year 2022 filing to $366K in the plan year 2023 filing.
  • California Vocations, Inc. Employer Matching Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • California Vocations, Inc. Employer Matching Retirement Plan reported participants fell from 183 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680062031 · California Vocations, Inc. PY 2023 · Other

California Vocations, Inc. Employer Matching Retirement Plan · $2M · 163 · 31st

  • EBSA $2M
  • EBSA 163
  • EBSA 31st
  • EBSA Other
  • EBSA near Carelink of Jackson Tax Deferred Annuity Plan
  • EBSA ind #5218

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 →

California Vocations, Inc. Employer Matching Retirement Plan in the asset neighbourhood

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement PlanElsie Whitlow Stokes Communi…$2MLifequest, Inc. 403(b) Retirement PlanLifequest, Inc. 403(b) Retir…$2MCalifornia Vocations, Inc. Employer Matching Retirement PlanCalifornia Vocations, Inc. E…$2MCarelink of Jackson Tax Deferred Annuity PlanCarelink of Jackson Tax Defe…$2MOzark Opportunities Inc. 403b PlanOzark Opportunities Inc. 403…$2M
End-of-year total assets ($M) among California Vocations, Inc. Employer Matching Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$366K
Employer EIN680062031
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Vocations, Inc.)

Sponsor-wide plan assets over time

All California Vocations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.777682994075757% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.7M $2.1M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 183 $2M
2023 1 163 $2M
2024 1 131 $2M

Nearby Other Plans in California

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

California Vocations, Inc. Employer Matching Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants California Vocations, Inc. Employer Matching Retirement Plan, Total assets ($B): 0.002063427 · Participants: 163California Vocations, Inc. Employer Matching 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
California Vocations, Inc. Employer Matching Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare California Vocations, Inc. Employer Matching Retirement Plan side-by-side with 3 peers →

California Vocations, Inc. Employer Matching Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Carelink of Jackson Tax Deferred Annuity Plan in MI ($2M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 California Vocations, Inc. Employer Matching Retirement Plan assets move in 2023? ▼
California Vocations, Inc. Employer Matching Retirement Plan grew sharply - up 21.6% during 2023, from $2M to $2M. Reported net income was $366K.
How have California Vocations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Vocations, Inc.'s sponsor-wide assets grew 23.8%, from $2M to $2M.
Which Other plans are similar in size to California Vocations, Inc. Employer Matching Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carelink of Jackson Tax Deferred Annuity Plan in MI ($2M, N/A participants).
Which Other plans cover a similar participant headcount to California Vocations, Inc. Employer Matching Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants, $12M 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 680062031.

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.