Other · DOL Form 5500 · 2023
Peninsula Humane Society & Spca Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $91,992
- Avg per participant Below avg balance/head
Official DOL plan name: Peninsula Humane Society & Spca Retirement Plan · Sponsored by Peninsula Humane Society & Spca · California · Other Services
$12M in assets, 126 participants
Peninsula Humane Society & Spca's Peninsula Humane Society & Spca Retirement Plan reported $12M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,150 in Other Services (7,857 peers)
Coverage in California
Peninsula Humane Society & Spca Retirement Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $12M.
- #6,150
- in Other Services (7,857 peers)
- +4.9%
- assets growth YoY
Peninsula Humane Society & Spca Retirement Plan's mid-pack asset rank among Other Services and all filers
Peninsula Humane Society & Spca Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,591,041 Top 38% higher than 62% 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
Peninsula Humane Society & Spca 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. Peninsula Humane Society & Spca Retirement Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Peninsula Humane Society & Spca Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $541K in the plan year 2023 filing.
- Peninsula Humane Society & Spca Retirement Plan reported participants rose from 112 in the plan year 2022 filing to 126 in the plan year 2023 filing.
- Peninsula Humane Society & Spca Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941243665 · Peninsula Humane Society & Spca PY 2023 · Other
Peninsula Humane Society & Spca Retirement Plan · $12M · 126 · 62nd
- BOOK $12M
- VS-ST 126
- BOY 62nd
- SCH Other
- EBSA near St. David's Center 403(b) Plan
- PART ind #6150
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 Other Services retirement plans → · Plans in California →
Peninsula Humane Society & Spca Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $541K |
| Employer EIN | 941243665 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peninsula Humane Society & Spca)
Sponsor-wide plan assets over time
All Peninsula Humane Society & Spca plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 23.304724490609452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $11M |
| 2023 | 1 | 126 | $12M |
| 2024 | 1 | 139 | $14M |
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
Peninsula Humane Society & Spca Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is St. David's Center 403(b) Plan in MN ($12M); by covered participants it is The Adler Planetarium Defined Contribution Retirement Income Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- St. David's Center 403(b) Plan (MN) $12M · 492
- Catholic Charities Fort Worth 403b Plan (TX) $12M · 296
- Project Orbis International, Inc. Retirement Plan (NY) $12M · 60
- North Suffolk Community Services 403(b) Plan (MA) $12M · 761
Similar participant headcount
Nearest other-state filings by covered participants (126 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.