Other · DOL Form 5500 · 2023
Wu Yee Children's Services Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $100,245
- Avg per participant Below avg balance/head
Official DOL plan name: Wu Yee Children's Services 403(b) Plan · Sponsored by Wu Yee Children's Services · California · Healthcare & Social Assistance
$24M in assets, 243 participants
Wu Yee Children's Services's Wu Yee Children's Services 403(b) Plan reported $24M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,117 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Wu Yee Children's Services 403(b) Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $24M.
- #14,117
- in Healthcare & Social Assistance (17,684 peers)
- +47.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Wu Yee Children's Services 403(b) Plan's outsized position by total assets
Wu Yee Children's Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,359,635 Top 24% higher than 76% 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
Wu Yee Children's Services 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. Wu Yee Children's Services 403(b) Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wu Yee Children's Services 403(b) Plan reported net income rose from $292K in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Wu Yee Children's Services 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Wu Yee Children's Services 403(b) Plan reported participants fell from 253 in the plan year 2022 filing to 243 in the plan year 2023 filing.
DOL schedule card
Filing strip 942387002 · Wu Yee Children's Services PY 2023 · Other
Wu Yee Children's Services 403(b) Plan · $24M · 243 · 76th
- EIN $24M
- RANK 243
- PHOTO 76th
- IND Other
- EOY near Local Government Corporation Retirement Plan
- 5500 ind #14117
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 →
Wu Yee Children's Services 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $8M |
| Employer EIN | 942387002 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wu Yee Children's Services)
Sponsor-wide plan assets over time
All Wu Yee Children's Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 104.23599040613666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 253 | $17M |
| 2023 | 1 | 243 | $24M |
| 2024 | 1 | 256 | $34M |
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
Wu Yee Children's Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Local Government Corporation Retirement Plan in TN ($24M); by covered participants it is Brilla College Prep 403(b) Retirement Plan in NY (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 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.