Other · DOL Form 5500 · 2023
Northern California Institute for Research and Education Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 228
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $124,665
- Avg per participant Near avg balance/head
Official DOL plan name: Northern California Institute for Research and Education 403(b) Plan · Sponsored by Northern California Institute for Research and Education · California · Professional & Technical Services
$28M in assets, 228 participants
Northern California Institute for Research and Education's Northern California Institute for Research and Education 403(b) Plan reported $28M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #16,028 in Professional & Technical Services (20,321 peers)
Coverage in California
Northern California Institute for Research and Education 403(b) Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $28M.
- #16,028
- in Professional & Technical Services (20,321 peers)
- +29.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Northern California Institute for Research and Education 403(b) Plan's outsized position by total assets
Northern California Institute for Research and Education 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,423,544 Top 22% higher than 78% 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
Northern California Institute for Research and Education 403(b) 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. Northern California Institute for Research and Education 403(b) Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northern California Institute for Research and Education 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Northern California Institute for Research and Education 403(b) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Northern California Institute for Research and Education 403(b) Plan reported participants rose from 220 in the plan year 2022 filing to 228 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 943084159 · Northern California Institute for Research and Education PY 2023 · Other
Northern California Institute for Research and Education 403(b) Plan · $28M · 228 · 78th
- BOY $28M
- BOY 228
- BOY 78th
- BOY Other
- BOY near South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan
- BOY ind #16028
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 Professional & Technical Services retirement plans → · Plans in California →
Northern California Institute for Research and Education 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $6M |
| Employer EIN | 943084159 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern California Institute for Research and Education)
Sponsor-wide plan assets over time
All Northern California Institute for Research and Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 37.23207528017776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 371 | $41M |
| 2023 | 2 | 384 | $50M |
| 2024 | 2 | 411 | $56M |
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
Northern California Institute for Research and Education 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in MA ($28M); by covered participants it is Primecare Community Health, Inc. Employees Retirement Plan in IL (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 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.