Other · DOL Form 5500 · 2023
Conard House, Inc. Retirement Plan
Data updated 2026-08-11
- $7M
- Total assets
- 127
- Participants
- 52nd
- Percentile by assets
- $57,591
- Avg per participant
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.
- 52nd percentile by assets (of 127,072 plans)
- #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.
- $7M
- total plan assets (2023 EOY)
- 127
- covered participants
- 52nd
- percentile by assets (of 127,072 plans)
- $57,591
- avg assets per participant
Where Conard House Retirement Plan sits by total assets
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
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Conard House Retirement Plan reports 127 participants - about 20% of that state average ($7M EOY assets).
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.)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Conard House Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Conard House Retirement Plan assets move in 2023? ▼
How have Conard House, Inc. plan assets changed over time? ▼
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Next read for Conard House Retirement Plan
Filing takeaways
Ways to act on Conard House Retirement Plan's numbers.
- By total assets, Conard House Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Conard House, Inc.'s sponsor-wide assets have grown 10.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans