Other · DOL Form 5500 · 2023

Elder Care Alliance Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
435
Participants Below avg headcount
67th
Percentile by assets National rank
$33,988
Avg per participant Low balance/head
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Official DOL plan name: Elder Care Alliance 403 (B) Retirement Savings Plan · Sponsored by Elder Care Alliance · California · Healthcare & Social Assistance

$15M in assets, 435 participants

Elder Care Alliance's Elder Care Alliance 403 (B) Retirement Savings Plan reported $15M in total assets and 435 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,722 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Elder Care Alliance 403 (B) Retirement Savings Plan grew at a solid clip 9.9% in 2023 ($13M → $15M) for 435 participants.

#12,722
in Healthcare & Social Assistance (17,684 peers)
+9.9%
assets growth YoY

Elder Care Alliance 403 (B) Retirement Savings Plan's outsized position by total assets

Elder Care Alliance 403 (B) Retirement Savings Plan vs every filed plan by assets

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

$14,784,904 Top 33% higher than 67% 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

Elder Care Alliance 403 (B) Retirement Savings 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. Elder Care Alliance 403 (B) Retirement Savings Plan sits mid-pack in the medium band (435 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elder Care Alliance 403 (B) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Elder Care Alliance 403 (B) Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Elder Care Alliance 403 (B) Retirement Savings Plan reported participants fell from 447 in the plan year 2022 filing to 435 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943260975 · Elder Care Alliance PY 2023 · Other

Elder Care Alliance 403 (B) Retirement Savings Plan · $15M · 435 · 67th

  • SCH $15M
  • EBSA 435
  • PART 67th
  • TYPE Other
  • NET near St. Camillus Retirement Savings Plan
  • BOOK ind #12722

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 →

Elder Care Alliance 403 (B) Retirement Savings Plan in the asset neighbourhood

Antilles Schools 403(b) Plan$15MEaster Seals of Greater Houston, Inc Retirement PlanEaster Seals of Greater Hous…$15MSection 403(b) Retirement Plan for Amida Care, Inc.Section 403(b) Retirement Pl…$15MElder Care Alliance 403 (B) Retirement Savings PlanElder Care Alliance 403 (B) …$15MSt. Camillus Retirement Savings PlanSt. Camillus Retirement Savi…$15M
End-of-year total assets ($M) among Elder Care Alliance 403 (B) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Elder Care Alliance years around the 2023 move

Sponsor-wide plan assets over time

All Elder Care Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$21M 8.74630363743293% vs 2022
2023 filing year
$18M$19M$20M$21M 20222023 $19M $20.7M ▲ +8.8%
Year Plans Participants Total Assets
2022 2 810 $19M
2023 2 775 $21M

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN943260975
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Elder Care Alliance 403 (B) Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Elder Care Alliance 403 (B) Retirement Savings Plan, Total assets ($B): 0.014784904 · Participants: 435Elder Care Alliance 403 (B) Retirement Savings 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
Elder Care Alliance 403 (B) Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Elder Care Alliance 403 (B) Retirement Savings Plan side-by-side with 3 peers →

Elder Care Alliance 403 (B) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is St. Camillus Retirement Savings Plan in WI ($15M); by covered participants it is 403(b) Thrift Plan of Accord in MN (435 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (435 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 Elder Care Alliance 403 (B) Retirement Savings Plan assets move in 2023? ▼
Elder Care Alliance 403 (B) Retirement Savings Plan grew at a solid clip - up 9.9% during 2023, from $13M to $15M. Reported net income was $1M.
How have Elder Care Alliance plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Elder Care Alliance's sponsor-wide assets grew 8.7%, from $19M to $21M.
Which Other plans are similar in size to Elder Care Alliance 403 (B) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is St. Camillus Retirement Savings Plan in WI ($15M, 530 participants).
Which Other plans cover a similar participant headcount to Elder Care Alliance 403 (B) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Accord in MN (435 participants, $11M 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 943260975.

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.