Other · DOL Form 5500 · 2023
Legal Aid Society of San Diego, Inc Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $14,721
- Avg per participant Low balance/head
Official DOL plan name: Legal Aid Society of San Diego, Inc. 403(b) Plan · Sponsored by Legal Aid Society of San Diego, Inc · California · Professional & Technical Services
$3M in assets, 213 participants
Legal Aid Society of San Diego, Inc's Legal Aid Society of San Diego, Inc. 403(b) Plan reported $3M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,729 in Professional & Technical Services (20,321 peers)
Coverage in California
Legal Aid Society of San Diego, Inc. 403(b) Plan covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $3M.
- #6,729
- in Professional & Technical Services (20,321 peers)
- +31.8%
- assets growth YoY
Legal Aid Society of San Diego, Inc. 403(b) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Legal Aid Society of San Diego, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,135,506 36th percentile higher than 36% 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
Legal Aid Society of San Diego, Inc. 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. Legal Aid Society of San Diego, Inc. 403(b) Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legal Aid Society of San Diego, Inc. 403(b) Plan reported net income rose from -$240K in the plan year 2022 filing to $757K in the plan year 2023 filing.
- Legal Aid Society of San Diego, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Legal Aid Society of San Diego, Inc. 403(b) Plan reported participants rose from 176 in the plan year 2022 filing to 213 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951869806 · Legal Aid Society of San Diego, Inc PY 2023 · Other
Legal Aid Society of San Diego, Inc. 403(b) Plan · $3M · 213 · 36th
- PHOTO $3M
- PHOTO 213
- PHOTO 36th
- PHOTO Other
- PHOTO near Milwaukee College Prep School 403(b) Retirement Plan
- PHOTO ind #6729
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 →
Legal Aid Society of San Diego, Inc. 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $757K |
| Employer EIN | 951869806 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid Society of San Diego, Inc)
Sponsor-wide plan assets over time
All Legal Aid Society of San Diego, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 54.651008807755844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $2M |
| 2023 | 1 | 213 | $3M |
| 2024 | 1 | 227 | $4M |
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
Legal Aid Society of San Diego, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Milwaukee College Prep School 403(b) Retirement Plan in WI ($3M); by covered participants it is Lagrange College Retirement Plan in GA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Lagrange College Retirement Plan (GA) 213 · 0 off
- Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan (VA) 213 · 0 off
- Wrc Senior Services 403b Plan (PA) 213 · 0 off
- Greens Farms Academy Defined Contribution Plan (CT) 213 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.