Other · DOL Form 5500 · 2023
Conard House, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $57,591
- Avg per participant Low balance/head
Official DOL plan name: Conard House Retirement Plan · Sponsored by Conard House, Inc. · California · Healthcare & Social Assistance
$7M in assets, 127 participants
Conard House, Inc.'s Conard House Retirement Plan reported $7M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,117 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Conard House Retirement Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $7M.
- #10,117
- in Healthcare & Social Assistance (17,684 peers)
- +14.2%
- assets growth YoY
Conard House Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Conard House Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,314,033 Top 48% higher than 52% 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
Conard House 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. Conard House Retirement Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Conard House Retirement Plan reported net income rose from -$438K in the plan year 2022 filing to $909K in the plan year 2023 filing.
- Conard House Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Conard House Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 127 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941489356 · Conard House, Inc. PY 2023 · Other
Conard House Retirement Plan · $7M · 127 · 52nd
- EIN $7M
- EIN 127
- EIN 52nd
- EIN Other
- EIN near Community Action Wayne/Medina Retirement Savings Plan
- EIN ind #10117
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 →
Conard House Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $909K |
| Employer EIN | 941489356 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Conard House, Inc.)
Sponsor-wide plan assets over time
All Conard House, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.213328791245093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $6M |
| 2023 | 1 | 127 | $7M |
| 2024 | 1 | 139 | $7M |
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
Conard House Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Community Action Wayne/Medina Retirement Savings Plan in OH ($7M); by covered participants it is Tampa Preparatory School Tiaa-Cref Retirement Plan in FL (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Community Action Wayne/Medina Retirement Savings Plan (OH) $7M · 138
- Seniorsplus Pension Plan (ME) $7M · 141
- Emergycare 403(b) Plan (PA) $7M · 232
- Midland Care Connection Retirement Plan (KS) $7M · 460
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Tampa Preparatory School Tiaa-Cref Retirement Plan (FL) 127 · 0 off
- Mpfc 403b Retirement Plan (FL) 127 · 0 off
- Linsly School, Inc. 403(b) DC Plan (WV) 127 · 0 off
- Anoka County Community Action Program, Inc. 403(b) Retirement Plan (MN) 127 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.